Hometown America, LLC Retirement Readiness 401(K) Plan — Form 5500 plan (Hometown America Insurance Service, LLC)

Plain-English plan 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, Hometown America, LLC Retirement Readiness 401(K) Plan is a benefit plan reported by Hometown America Insurance Service, LLC under EIN 36-4196688 and plan number 001. The latest loaded filing year is 2023. The filing reports 525 participants and $15,265,282 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hometown America Insurance Service, LLC
EIN
36-4196688
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
525
End-of-year plan assets
$15,265,282

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023525H, C20241008111057NAL0016498529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,265,282
Total liabilities (EOY)
$8,840
Net assets (EOY)
$15,256,442
Net assets (BOY)
$12,993,073

Income & contributions

Employer contributions
$333,938
Participant contributions
$1,668,880
Total contributions
$2,017,099
Total income / additions
$3,896,270

Expenses & distributions

Benefits paid
$1,562,092
Administrative expenses
$19,501
Total expenses
$1,632,901
Net increase / (decrease)
$2,263,369

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Plan Concepts & SvcsTPA$0$6,8262023

Related Form 5500 pages