Home Orthopedics Retirement Plan — Form 5500 plan (Home Orthopedics Corp)
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, Home Orthopedics Retirement Plan is a benefit plan reported by Home Orthopedics Corp under EIN 65-0310817 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $4,464,739 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Home Orthopedics Corp
- EIN
- 65-0310817
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $4,464,739
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241011102205NAL0022560993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,464,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,464,739
- Net assets (BOY)
- $3,547,845
Income & contributions
- Employer contributions
- $145,119
- Participant contributions
- $226,921
- Total contributions
- $372,040
- Total income / additions
- $944,959
Expenses & distributions
- Benefits paid
- $27,365
- Administrative expenses
- $700
- Total expenses
- $28,065
- Net increase / (decrease)
- $916,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Administrators Group, Inc. | RECORDKEEPER | $0 | $0 | 2023 |
| Fidelity Investments | INVESTMENTS | $0 | $0 | 2023 |