2023 Form 5500 filing — Homewise 403(B) Pension 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 20241006112927NAL0028088738001) for Homewise 403(B) Pension Plan, reported by Homewise, Inc under EIN 85-0346325 and plan number 003. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006112927NAL0028088738001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Homewise, Inc
- EIN
- 85-0346325
- Plan number
- 003
- Location
- Santa Fe, NM
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,762,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,762,647
- Employer contributions
- $565,117
- Participant contributions
- $562,265
- Total income / additions
- $2,686,418
- Benefits paid
- $875,057
- Administrative expenses
- $33,252
- Total expenses
- $947,552
- Net increase / (decrease)
- $1,738,866
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dubuque Bank & Trust Company | NONE | $33,252 | $0 |