Homeguard, Incorporated Retirement Plan — Form 5500 plan (Homeguard, Incorporated)
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, Homeguard, Incorporated Retirement Plan is a benefit plan reported by Homeguard, Incorporated under EIN 77-0187837 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $999,855 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$999.9KPlan net assets, end of year$999,855
Participants183Covered participants reported
Assets / participant$5.5KComputed: assets ÷ participants$5,464 (computed)
Provider compensation$18.4K2 Schedule C provider row(s)$18,382
- Plan sponsor
- Homeguard, Incorporated
- EIN
- 77-0187837
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20250820162454NAL0003488081001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$999.9K total assets
Net assets$999.9KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $999,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $999,855
- Net assets (BOY)
- $741,843
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $265,925
- Total contributions
- $265,925
- Total income / additions
- $404,713
Expenses & distributions
- Benefits paid
- $124,319
- Administrative expenses
- $22,382
- Total expenses
- $146,701
- Net increase / (decrease)
- $258,012
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance | CONTRACT ADMINISTRATOR | $18,382 | $0 | 2023 |
| Wilshire Associates Inc | INVESTMENT ADVISORY | $0 | $0 | 2023 |