2023 Form 5500 filing — David & Margaret Home. Inc. 401(K) 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 20250414163732NAL0003559120001) for David & Margaret Home. Inc. 401(K) Retirement Plan, reported by David And Margaret Home, Inc. under EIN 95-1660346 and plan number 001. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414163732NAL0003559120001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- David And Margaret Home, Inc.
- EIN
- 95-1660346
- Plan number
- 001
- Location
- La Verne, CA
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,878,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,878,126
- Employer contributions
- $85,678
- Participant contributions
- $211,503
- Total income / additions
- $1,061,643
- Benefits paid
- $449,478
- Administrative expenses
- $46,567
- Total expenses
- $496,045
- Net increase / (decrease)
- $565,598
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORD KEEPER | $26,303 | $0 |
| Monarch Plan Advisors | INVESTMENT MANAGER | $13,750 | not reported in the loaded dataset |