The Home Run, Inc. Retirement Plan And Trust — Form 5500 plan (Home Run, Inc.)
Plain-English plan 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, The Home Run, Inc. Retirement Plan And Trust is a benefit plan reported by Home Run, Inc. under EIN 31-0825101 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $6,377,029 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.4MPlan net assets, end of year$6,377,029
Participants265Covered participants reported
Assets / participant$24.1KComputed: assets ÷ participants$24,064 (computed)
Provider compensation$37.4K4 Schedule C provider row(s)$37,425
- Plan sponsor
- Home Run, Inc.
- EIN
- 31-0825101
- Plan number
- 001
- Plan type
- 2
- Location
- Xenia, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20241015073320NAL0046923024001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.4M total assets
Net assets$6.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,377,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,377,029
- Net assets (BOY)
- $5,272,441
Income & contributions
- Participant contributions
- $319,471
- Total contributions
- $319,471
- Total income / additions
- $1,273,285
Expenses & distributions
- Benefits paid
- $158,274
- Administrative expenses
- $10,423
- Total expenses
- $168,697
- Net increase / (decrease)
- $1,104,588
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services LLC | BROKER/ ADVISER | $0 | $27,002 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $7,307 | $0 | 2023 |
| Ascensus Holdings Inc., Futureplan | CONTRACT ADMIN | $1,602 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,514 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Home Run, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Xenia, OH
- Wells Fargo Clearing Services LLC — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Ascensus Holdings Inc., Futureplan — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation