2023 Form 5500 filing — Homebridge Financial Services 401(K) Plan & Trust
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 20241003141615NAL0005771443001) for Homebridge Financial Services 401(K) Plan & Trust, reported by Homebridge Financial Services under EIN 22-3123730 and plan number 001. It reports 2,394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003141615NAL0005771443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Homebridge Financial Services
- EIN
- 22-3123730
- Plan number
- 001
- Location
- Iselin, NJ
- Participants
- 2,394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,650,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,650,262
- Employer contributions
- $492,821
- Participant contributions
- $4,147,585
- Total income / additions
- $20,089,452
- Benefits paid
- $68,398,496
- Administrative expenses
- $265,657
- Total expenses
- $68,689,699
- Net increase / (decrease)
- -$48,600,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $265,656 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $84,398 |