2023 Form 5500 filing — Homestreet, Inc 401(K) Savings 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 20240709145032NAL0008828771002) for Homestreet, Inc 401(K) Savings Plan, reported by Homestreet, Inc. under EIN 91-0186600 and plan number 001. It reports 2,247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$165.8MReported net assets$165,771,601
Participants2.2K2,247
Provider compensation$346.2K4 Schedule C row(s)$346,215
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240709145032NAL0008828771002
Plan sponsor
Homestreet, Inc.
EIN
91-0186600
Plan number
001
Location
Seattle, WA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$165.8M total assets
Net assets$165.8MLiabilities$19.1K
Money in vs. money out
Total income / additions$36.6M
Total expenses$21.7M
Benefits paid / distributions$21.3M
Contributions
Employer$3.5M
Participant$7.7M
Full reported line items
Total assets (EOY)
$165,790,741
Total liabilities (EOY)
$19,140
Net assets (EOY)
$165,771,601
Employer contributions
$3,465,646
Participant contributions
$7,716,296
Total income / additions
$36,574,894
Benefits paid
$21,250,842
Administrative expenses
$307,216
Total expenses
$21,669,483
Net increase / (decrease)
$14,905,411
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $266.3K
  2. 2
    NONE · Direct $40K
  3. 3
    Crowe Llp$34.6K
    NONE · Direct $34.6K
  4. 4
    NONE · Direct $5.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240709145032NAL0008828771002 cover?
It is the 2023 Form 5500 filing for Homestreet, Inc 401(K) Savings Plan, reported by Homestreet, Inc. (EIN 91-0186600).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages