2023 Form 5500 filing — Hmri 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 20250709095359NAL0005552817001) for Hmri Retirement Plan, reported by Huntington Medical Research Institutes under EIN 95-1757119 and plan number 003. It reports 131 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)$2.5MReported net assets$2,538,531
Participants131
Provider compensation$6.9K1 Schedule C row(s)$6,926
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250709095359NAL0005552817001
Plan sponsor
Huntington Medical Research Institutes
EIN
95-1757119
Plan number
003
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$965.2K
Total expenses$251.6K
Benefits paid / distributions$244.8K
Contributions
Employer$449.1K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,538,531
Total liabilities (EOY)
$0
Net assets (EOY)
$2,538,531
Employer contributions
$449,077
Total income / additions
$965,241
Benefits paid
$244,827
Administrative expenses
$6,776
Total expenses
$251,603
Net increase / (decrease)
$713,638
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$6.9K
    RECORD-KEEPER · Direct $6.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250709095359NAL0005552817001 cover?
It is the 2023 Form 5500 filing for Hmri Retirement Plan, 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 H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages