2023 Form 5500 filing — Hometown America, LLC Retirement Readiness 401(K) 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 20241008111057NAL0016498529001) for Hometown America, LLC Retirement Readiness 401(K) Plan, reported by Hometown America Insurance Service, LLC under EIN 36-4196688 and plan number 001. It reports 525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.3MReported net assets$15,256,442
Participants525
Provider compensation$6.8K1 Schedule C row(s)$6,826
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008111057NAL0016498529001
- Plan sponsor
- Hometown America Insurance Service, LLC
- EIN
- 36-4196688
- Plan number
- 001
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.3M total assets
Net assets$15.3MLiabilities$8.8K
Full reported line items
- Total assets (EOY)
- $15,265,282
- Total liabilities (EOY)
- $8,840
- Net assets (EOY)
- $15,256,442
- Employer contributions
- $333,938
- Participant contributions
- $1,668,880
- Total income / additions
- $3,896,270
- Benefits paid
- $1,562,092
- Administrative expenses
- $19,501
- Total expenses
- $1,632,901
- Net increase / (decrease)
- $2,263,369
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Plan Concepts & Svcs | TPA | $0 | $6,826 |