2023 Form 5500 filing — Home Bancshares, Inc. 401(K) And Employee Stock Ownership 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 20240626083817NAL0017892930001) for Home Bancshares, Inc. 401(K) And Employee Stock Ownership Plan, reported by Home Bancshares, Inc. under EIN 71-0682831 and plan number 002. It reports 3,779 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240626083817NAL0017892930001
Filing year
2023
Form type
2
Plan sponsor
Home Bancshares, Inc.
EIN
71-0682831
Plan number
002
Location
Conway, AR
Participants
3,779
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$127,410,618
Total liabilities (EOY)
$0
Net assets (EOY)
$127,410,618
Employer contributions
$3,588,552
Participant contributions
$11,358,763
Total income / additions
$34,303,298
Benefits paid
$11,014,628
Administrative expenses
$126,651
Total expenses
$11,141,279
Net increase / (decrease)
$23,162,019
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Forvis Wealth AdvisorsNONE$78,877not reported in the loaded dataset
The Newport GroupNONE$47,774not reported in the loaded dataset

Related Form 5500 pages