2023 Form 5500 filing — Homology Medicines, 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 20241011124927NAL0021884001001) for Homology Medicines, Inc. 401(K) Plan, reported by Homology Medicine, Inc. under EIN 47-3468154 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.3MReported net assets$8,314,062
Participants155
Provider compensation$49.8K3 Schedule C row(s)$49,826
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011124927NAL0021884001001
- Plan sponsor
- Homology Medicine, Inc.
- EIN
- 47-3468154
- Plan number
- 001
- Location
- Bedford, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.3M total assets
Net assets$8.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,314,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,314,062
- Employer contributions
- $429,254
- Participant contributions
- $1,131,279
- Total income / additions
- $3,237,470
- Benefits paid
- $4,739,532
- Administrative expenses
- $40,834
- Total expenses
- $4,780,366
- Net increase / (decrease)
- -$1,542,896
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securities America Advisors Inc | INVESTMENT ADVISOR | $39,814 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,012 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |