Hyphen Solutions Retirement Plan — Form 5500 plan (Hyphen Solutions, 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, Hyphen Solutions Retirement Plan is a benefit plan reported by Hyphen Solutions, LLC under EIN 75-2566795 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $21,807,770 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hyphen Solutions, LLC
EIN
75-2566795
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
267
End-of-year plan assets
$21,807,770

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023267H, C20240628084635NAL0000545954001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,807,770
Total liabilities (EOY)
$0
Net assets (EOY)
$21,807,770
Net assets (BOY)
$17,540,634

Income & contributions

Employer contributions
$1,106,413
Participant contributions
$1,418,993
Total contributions
$2,695,459
Total income / additions
$5,637,124

Expenses & distributions

Benefits paid
$1,306,918
Administrative expenses
$53,949
Total expenses
$1,369,988
Net increase / (decrease)
$4,267,136

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mills Wealth Advisors LLCADVISOR$44,736not reported in the loaded dataset2023
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$9,238$02023

Related Form 5500 pages