2023 Form 5500 filing — Home Orthopedics Retirement 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 20241011102205NAL0022560993001) for Home Orthopedics Retirement Plan, reported by Home Orthopedics Corp under EIN 65-0310817 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011102205NAL0022560993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Home Orthopedics Corp
- EIN
- 65-0310817
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,464,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,464,739
- Employer contributions
- $145,119
- Participant contributions
- $226,921
- Total income / additions
- $944,959
- Benefits paid
- $27,365
- Administrative expenses
- $700
- Total expenses
- $28,065
- Net increase / (decrease)
- $916,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Administrators Group, Inc. | RECORDKEEPER | $0 | $0 |
| Fidelity Investments | INVESTMENTS | $0 | $0 |