Homelight, Inc. 401(K) Plan — Form 5500 plan (Homelight, 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, Homelight, Inc. 401(K) Plan is a benefit plan reported by Homelight, Inc. under EIN 45-2078779 and plan number 001. The latest loaded filing year is 2023. The filing reports 512 participants and $7,489,906 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Homelight, Inc.
EIN
45-2078779
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
512
End-of-year plan assets
$7,489,906

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023512H, C20241015143220NAL0048413888002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,489,906
Total liabilities (EOY)
$0
Net assets (EOY)
$7,489,906
Net assets (BOY)
$7,097,245

Income & contributions

Employer contributions
$1,700
Participant contributions
$1,211,645
Total contributions
$1,285,237
Total income / additions
$2,483,119

Expenses & distributions

Benefits paid
$2,105,243
Administrative expenses
$17,818
Total expenses
$2,140,824
Net increase / (decrease)
$342,295

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Guideline, Inc.RECORDKEEPER$17,818not reported in the loaded dataset2023

Related Form 5500 pages