2023 Form 5500 filing — Hme Retirement Savings 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 20241015124840NAL0028473089001) for Hme Retirement Savings Plan, reported by Hm Electronics, Inc. under EIN 95-2702218 and plan number 001. It reports 918 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124840NAL0028473089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hm Electronics, Inc.
- EIN
- 95-2702218
- Plan number
- 001
- Location
- Carlsbad, CA
- Participants
- 918
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,804,063
- Total liabilities (EOY)
- $23
- Net assets (EOY)
- $82,804,040
- Employer contributions
- $1,830,131
- Participant contributions
- $6,225,246
- Total income / additions
- $21,378,825
- Benefits paid
- $8,830,926
- Administrative expenses
- $87,873
- Total expenses
- $8,946,036
- Net increase / (decrease)
- $12,432,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $37,080 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $28,147 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $12,360 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $10,286 | not reported in the loaded dataset |