Hybrid Promotions, LLC Incentive Savings Plan — Form 5500 plan (Hybrid Promotions, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hybrid Promotions, LLC Incentive Savings Plan is a benefit plan reported by Hybrid Promotions, LLC under EIN 33-0838747 and plan number 001. The latest loaded filing year is 2023. The filing reports 690 participants and $30,824,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hybrid Promotions, LLC
- EIN
- 33-0838747
- Plan number
- 001
- Plan type
- 2
- Location
- Cypress, CA
- Latest filing year
- 2023
- Participants
- 690
- End-of-year plan assets
- $30,824,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 690 | H, C | 20241015140231NAL0016567571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,824,500
- Total liabilities (EOY)
- $22,665
- Net assets (EOY)
- $30,801,835
- Net assets (BOY)
- $25,322,861
Income & contributions
- Employer contributions
- $1,249,839
- Participant contributions
- $2,342,026
- Total contributions
- $3,693,829
- Total income / additions
- $7,471,568
Expenses & distributions
- Benefits paid
- $1,765,395
- Administrative expenses
- $178,827
- Total expenses
- $1,992,594
- Net increase / (decrease)
- $5,478,974
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $144,219 | $0 | 2023 |
| Securities America, Inc. | BROKER | $0 | $55,005 | 2023 |
| Richardson Kontogouris Emerson Llp | AUDIT | $17,326 | not reported in the loaded dataset | 2023 |
| Dwc The 401(K) Experts | TPA | $9,136 | $707 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $5,552 | not reported in the loaded dataset | 2023 |
| Superiorusa Benefits | TPA | $2,013 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hybrid Promotions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Cypress, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Securities America, Inc. — Schedule C compensation
- Richardson Kontogouris Emerson Llp — Schedule C compensation
- Dwc The 401(K) Experts — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation
- Superiorusa Benefits — Schedule C compensation