2023 Form 5500 filing — Homeguard, Incorporated 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 20250820162454NAL0003488081001) for Homeguard, Incorporated Retirement Plan, reported by Homeguard, Incorporated under EIN 77-0187837 and plan number 001. It reports 183 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)$999.9KReported net assets$999,855
Participants183
Provider compensation$18.4K2 Schedule C row(s)$18,382
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250820162454NAL0003488081001
- Plan sponsor
- Homeguard, Incorporated
- EIN
- 77-0187837
- Plan number
- 001
- Location
- San Jose, CA
- 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)$999.9K total assets
Net assets$999.9KLiabilities$0
Full reported line items
- Total assets (EOY)
- $999,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $999,855
- Employer contributions
- $0
- Participant contributions
- $265,925
- Total income / additions
- $404,713
- Benefits paid
- $124,319
- Administrative expenses
- $22,382
- Total expenses
- $146,701
- Net increase / (decrease)
- $258,012
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance | CONTRACT ADMINISTRATOR | $18,382 | $0 |
| Wilshire Associates Inc | INVESTMENT ADVISORY | $0 | $0 |