Plan5500

Hm/Fm Retirement Plan — Form 5500 plan (Hm Clause, 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, Hm/Fm Retirement Plan is a benefit plan reported by Hm Clause, Inc. under EIN 94-1695235 and plan number 001. The latest loaded filing year is 2023. The filing reports 629 participants and $64,025,870 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hm Clause, Inc.
EIN
94-1695235
Plan number
001
Plan type
2
Location
Davis, CA
Latest filing year
2023
Participants
629
End-of-year plan assets
$64,025,870

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023629H, C20241015191012NAL0015298339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,025,870
Total liabilities (EOY)
$0
Net assets (EOY)
$64,025,870
Net assets (BOY)
$58,924,349

Income & contributions

Total contributions
$0
Total income / additions
$8,790,019

Expenses & distributions

Benefits paid
$3,524,469
Administrative expenses
$164,029
Total expenses
$3,688,498
Net increase / (decrease)
$5,101,521

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$299,277$02023
Nwk Group IncNONE$25,000not reported in the loaded dataset2023

Related Form 5500 pages