2023 Form 5500 filing — House Investments Management, LLC Self Funded Medical Reimbursement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726123007NAL0010200499001) for House Investments Management, LLC Self Funded Medical Reimbursement Plan, reported by House Investments Management, LLC under EIN 35-1960218 and plan number 502. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2KReported net assets$3,158
Participants25
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240726123007NAL0010200499001
Plan sponsor
House Investments Management, LLC
EIN
35-1960218
Plan number
502
Location
Carmel, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.3K total assets
Net assets$3.2KLiabilities$148
Money in vs. money out
Total income / additions$139K
Total expenses$135.8K
Benefits paid / distributions$112.4K
Contributions
Employer$101.4K
Participant$37.2K
Full reported line items
Total assets (EOY)
$3,306
Total liabilities (EOY)
$148
Net assets (EOY)
$3,158
Employer contributions
$101,380
Participant contributions
$37,162
Total income / additions
$138,974
Benefits paid
$112,358
Administrative expenses
$23,458
Total expenses
$135,816
Net increase / (decrease)
$3,158

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726123007NAL0010200499001 cover?
It is the 2023 Form 5500 filing for House Investments Management, LLC Self Funded Medical Reimbursement Plan, reported by House Investments Management, LLC (EIN 35-1960218).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages