Homecare Products Retirement Plan — Form 5500 plan (Homecare Products, Inc.)

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, Homecare Products Retirement Plan is a benefit plan reported by Homecare Products, Inc. under EIN 91-1489412 and plan number 001. The latest loaded filing year is 2023. The filing reports 318 participants and $5,308,623 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Homecare Products, Inc.
EIN
91-1489412
Plan number
001
Plan type
2
Location
Auburn, WA
Latest filing year
2023
Participants
318
End-of-year plan assets
$5,308,623

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023318H, C20241010100616NAL0020797249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,308,623
Total liabilities (EOY)
$0
Net assets (EOY)
$5,308,623
Net assets (BOY)
$5,077,706

Income & contributions

Employer contributions
$146,049
Participant contributions
$403,472
Total contributions
$549,521
Total income / additions
$1,351,366

Expenses & distributions

Benefits paid
$1,095,965
Administrative expenses
$24,484
Total expenses
$1,120,449
Net increase / (decrease)
$230,917

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncINVESTMENT ADVISOR$13,264not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$11,220$02023

Related Form 5500 pages