2023 Form 5500 filing — Hometown Pharmacy Retirement Savings 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 20241014105431NAL0013162899001) for Hometown Pharmacy Retirement Savings Plan, reported by Hometown Pharmacy, Inc. under EIN 38-3219317 and plan number 001. It reports 428 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)$18.4MReported net assets$18,404,379
Participants428
Provider compensation$48.9K3 Schedule C row(s)$48,871
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014105431NAL0013162899001
- Plan sponsor
- Hometown Pharmacy, Inc.
- EIN
- 38-3219317
- Plan number
- 001
- Location
- New Era, MI
- 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)$18.4M total assets
Net assets$18.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,404,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,404,379
- Employer contributions
- $482,447
- Participant contributions
- $1,017,758
- Total income / additions
- $4,676,169
- Benefits paid
- $3,437,062
- Administrative expenses
- $0
- Total expenses
- $3,437,062
- Net increase / (decrease)
- $1,239,107
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Invst Svc | INVESTMENT ADVISOR | $21,205 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $19,204 | $0 |
| Watkins Ross & Company | CONTRACT ADMINISTRATOR | $8,462 | not reported in the loaded dataset |