2023 Form 5500 filing — Home Point Financial Corporation Retirement 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 20241008160843NAL0017946817001) for Home Point Financial Corporation Retirement Plan, reported by Home Point Capital Inc. under EIN 90-1116426 and plan number 001. It reports 1,929 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008160843NAL0017946817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Home Point Capital Inc.
- EIN
- 90-1116426
- Plan number
- 001
- Location
- Ann Arbor, MI
- Participants
- 1,929
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,932,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,932,714
- Employer contributions
- $469,200
- Participant contributions
- $2,703,475
- Total income / additions
- $8,607,257
- Benefits paid
- $71,925,974
- Administrative expenses
- $280,164
- Total expenses
- $72,319,318
- Net increase / (decrease)
- -$63,712,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $128,501 | $0 |
| Alliant Retirement Services | ADVISOR | $86,510 | not reported in the loaded dataset |
| Plante & Moran, Pllc | ACCOUNTANT/AUDITOR | $42,100 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $23,054 | not reported in the loaded dataset |