2023 Form 5500 filing — Home Bank, N.A. Profit Sharing And 401(K) 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 20240627152835NAL0015346048001) for Home Bank, N.A. Profit Sharing And 401(K) Plan, reported by Home Bank Na under EIN 72-0214660 and plan number 002. It reports 587 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627152835NAL0015346048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Home Bank Na
- EIN
- 72-0214660
- Plan number
- 002
- Location
- Lafayette, LA
- Participants
- 587
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,855,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,855,176
- Employer contributions
- $1,562,076
- Participant contributions
- $2,767,915
- Total income / additions
- $10,893,227
- Benefits paid
- $1,960,240
- Administrative expenses
- $137,749
- Total expenses
- $2,097,989
- Net increase / (decrease)
- $8,795,238
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $97,098 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $40,651 | $33 |