Hme Retirement Savings Plan — Form 5500 plan (Hm Electronics, 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, Hme Retirement Savings Plan is a benefit plan reported by Hm Electronics, Inc. under EIN 95-2702218 and plan number 001. The latest loaded filing year is 2023. The filing reports 918 participants and $82,804,063 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hm Electronics, Inc.
- EIN
- 95-2702218
- Plan number
- 001
- Plan type
- 2
- Location
- Carlsbad, CA
- Latest filing year
- 2023
- Participants
- 918
- End-of-year plan assets
- $82,804,063
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 918 | H, C | 20241015124840NAL0028473089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,804,063
- Total liabilities (EOY)
- $23
- Net assets (EOY)
- $82,804,040
- Net assets (BOY)
- $70,371,251
Income & contributions
- Employer contributions
- $1,830,131
- Participant contributions
- $6,225,246
- Total contributions
- $9,705,253
- Total income / additions
- $21,378,825
Expenses & distributions
- Benefits paid
- $8,830,926
- Administrative expenses
- $87,873
- Total expenses
- $8,946,036
- Net increase / (decrease)
- $12,432,789
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $37,080 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $28,147 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $12,360 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,286 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hm Electronics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carlsbad, CA
- Onedigital Investment Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation