Homeward Bound, Inc. 403(B) Retirement Savings Plan — Form 5500 plan (Homeward Bound, Inc.)
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, Homeward Bound, Inc. 403(B) Retirement Savings Plan is a benefit plan reported by Homeward Bound, Inc. under EIN 41-1223085 and plan number 001. The latest loaded filing year is 2023. The filing reports 434 participants and $8,211,158 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Homeward Bound, Inc.
- EIN
- 41-1223085
- Plan number
- 001
- Plan type
- 2
- Location
- Plymouth, MN
- Latest filing year
- 2023
- Participants
- 434
- End-of-year plan assets
- $8,211,158
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 434 | H, C | 20241009143517NAL0010726931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,211,158
- Total liabilities (EOY)
- $3,483
- Net assets (EOY)
- $8,207,675
- Net assets (BOY)
- $9,750,183
Income & contributions
- Employer contributions
- $300,215
- Participant contributions
- $744,679
- Total contributions
- $1,045,124
- Total income / additions
- $2,156,255
Expenses & distributions
- Benefits paid
- $3,624,965
- Administrative expenses
- $70,150
- Total expenses
- $3,698,763
- Net increase / (decrease)
- -$1,542,508
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $45,699 | $0 | 2023 |
| Tsc 401k | CONTRACT ADMIN | $25,980 | $0 | 2023 |
| Principal Securities Inc. | BROKER/ADVISE R | $0 | $16,429 | 2023 |
| Variable Annuity Life Insurance Co | PARTY IN INTEREST | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Homeward Bound, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Plymouth, MN
- Empower Annuity Insurance Company — Schedule C compensation
- Tsc 401k — Schedule C compensation
- Principal Securities Inc. — Schedule C compensation
- Variable Annuity Life Insurance Co — Schedule C compensation