2023 Form 5500 filing — The Home Run, Inc. Retirement Plan And Trust

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 20241015073320NAL0046923024001) for The Home Run, Inc. Retirement Plan And Trust, reported by Home Run, Inc. under EIN 31-0825101 and plan number 001. It reports 265 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)$6.4MReported net assets$6,377,029
Participants265
Provider compensation$37.4K4 Schedule C row(s)$37,425
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015073320NAL0046923024001
Plan sponsor
Home Run, Inc.
EIN
31-0825101
Plan number
001
Location
Xenia, OH
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$6.4M total assets
Net assets$6.4MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$168.7K
Benefits paid / distributions$158.3K
Contributions
EmployerNot reported
Participant$319.5K
Full reported line items
Total assets (EOY)
$6,377,029
Total liabilities (EOY)
$0
Net assets (EOY)
$6,377,029
Participant contributions
$319,471
Total income / additions
$1,273,285
Benefits paid
$158,274
Administrative expenses
$10,423
Total expenses
$168,697
Net increase / (decrease)
$1,104,588
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER/ ADVISER · Direct $0 · Indirect $27K
  2. 2
    RECORDKEEPER · Direct $7.3K · Indirect $0
  3. 3
    CONTRACT ADMIN · Direct $1.6K
  4. 4
    INVESTMENT MANAGEMENT · Direct $1.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015073320NAL0046923024001 cover?
It is the 2023 Form 5500 filing for The Home Run, Inc. Retirement Plan And Trust, reported by Home Run, Inc. (EIN 31-0825101).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages