2023 Form 5500 filing — Retirement Plan For Employees Of Huntington Medical Research Institutes

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 20250610132827NAL0013147027001) for Retirement Plan For Employees Of Huntington Medical Research Institutes, reported by Huntington Medical Research Institutes under EIN 95-1757119 and plan number 001. It reports 77 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.1MReported net assets$11,101,195
Participants77
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250610132827NAL0013147027001
Plan sponsor
Huntington Medical Research Institutes
EIN
95-1757119
Plan number
001
Location
Pasadena, CA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$11.1M total assets
Net assets$11.1MLiabilities
Money in vs. money out
Total income / additions$1.5M
Total expenses$1M
Benefits paid / distributions$948K
Contributions
Employer$1.1M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$11,101,195
Net assets (EOY)
$11,101,195
Employer contributions
$1,101,474
Total income / additions
$1,519,226
Benefits paid
$948,043
Administrative expenses
$91,835
Total expenses
$1,039,878
Net increase / (decrease)
$479,348

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250610132827NAL0013147027001 cover?
It is the 2023 Form 5500 filing for Retirement Plan For Employees Of Huntington Medical Research Institutes, reported by Huntington Medical Research Institutes (EIN 95-1757119).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages