Sbera 401(K) Plan As Adopted By Home Loan Investment Bank, Fsb — Form 5500 plan (Home Loan Investment Bank, Fsb)
Plain-English plan 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, Sbera 401(K) Plan As Adopted By Home Loan Investment Bank, Fsb is a benefit plan reported by Home Loan Investment Bank, Fsb under EIN 05-0348208 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $16,841,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Home Loan Investment Bank, Fsb
- EIN
- 05-0348208
- Plan number
- 001
- Plan type
- 2
- Location
- Warwick, RI
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $16,841,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H | 20240730071643NAL0031197008001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,841,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,841,240
- Net assets (BOY)
- $13,622,786
Income & contributions
- Employer contributions
- $562,858
- Participant contributions
- $712,035
- Total contributions
- $1,305,977
- Total income / additions
- $3,902,316
Expenses & distributions
- Benefits paid
- $683,712
- Administrative expenses
- $150
- Total expenses
- $683,862
- Net increase / (decrease)
- $3,218,454
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.