Homex Savings Plan — Form 5500 plan (Home Experience LLC)
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, Homex Savings Plan is a benefit plan reported by Home Experience LLC under EIN 81-4233749 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $3,477,412 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Home Experience LLC
- EIN
- 81-4233749
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $3,477,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20241015180219NAL0017008211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,477,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,477,412
- Net assets (BOY)
- $2,587,486
Income & contributions
- Employer contributions
- $120,034
- Participant contributions
- $410,985
- Total contributions
- $944,105
- Total income / additions
- $1,368,828
Expenses & distributions
- Benefits paid
- $477,959
- Administrative expenses
- $20,319
- Total expenses
- $498,278
- Net increase / (decrease)
- $870,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sergio A Decurtis | N/A | $5,112 | not reported in the loaded dataset | 2023 |