Homestead Building Systems, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Homestead Building Systems, 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, Homestead Building Systems, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Homestead Building Systems, Inc. under EIN 54-1775473 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $9,781,927 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Homestead Building Systems, Inc.
EIN
54-1775473
Plan number
001
Plan type
2
Location
Bristow, VA
Latest filing year
2023
Participants
161
End-of-year plan assets
$9,781,927

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20241015063203NAL0014161299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,781,927
Total liabilities (EOY)
$0
Net assets (EOY)
$9,781,927
Net assets (BOY)
$8,541,152

Income & contributions

Employer contributions
$314,524
Participant contributions
$655,993
Total contributions
$970,517
Total income / additions
$2,314,809

Expenses & distributions

Benefits paid
$1,031,096
Administrative expenses
$42,938
Total expenses
$1,074,034
Net increase / (decrease)
$1,240,775

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tfo-Tdc, LLCINVESTMENT/FINANCIAL ADVI$25,649$02023
Adp, Inc.RECORD KEEPER$17,287$02023

Related Form 5500 pages