2023 Form 5500 filing — Homemakers Plaza, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009100205NAL0018985985001) for Homemakers Plaza, Inc. 401(K) Plan, reported by Homemakers Plaza, Inc. under EIN 95-4830456 and plan number 002. It reports 508 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009100205NAL0018985985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Homemakers Plaza, Inc.
- EIN
- 95-4830456
- Plan number
- 002
- Location
- Urbandale, IA
- Participants
- 508
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,469,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,469,420
- Employer contributions
- $380,704
- Participant contributions
- $871,241
- Total income / additions
- $3,367,218
- Benefits paid
- $507,736
- Administrative expenses
- $31,623
- Total expenses
- $553,170
- Net increase / (decrease)
- $2,814,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $31,623 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |