2023 Form 5500 filing — The Home Run, Inc. Retirement Plan And Trust
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 20241015073320NAL0046923024001) for The Home Run, Inc. Retirement Plan And Trust, reported by Home Run, Inc. under EIN 31-0825101 and plan number 001. It reports 265 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)$6.4MReported net assets$6,377,029
Participants265
Provider compensation$37.4K4 Schedule C row(s)$37,425
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015073320NAL0046923024001
- Plan sponsor
- Home Run, Inc.
- EIN
- 31-0825101
- Plan number
- 001
- Location
- Xenia, OH
- 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)$6.4M total assets
Net assets$6.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,377,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,377,029
- Participant contributions
- $319,471
- Total income / additions
- $1,273,285
- Benefits paid
- $158,274
- Administrative expenses
- $10,423
- Total expenses
- $168,697
- Net increase / (decrease)
- $1,104,588
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | BROKER/ ADVISER | $0 | $27,002 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $7,307 | $0 |
| Ascensus Holdings Inc., Futureplan | CONTRACT ADMIN | $1,602 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,514 | not reported in the loaded dataset |