Homesafe 403(B) Retirement Plan — Form 5500 plan (The Children'S Place At Home Safe, 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, Homesafe 403(B) Retirement Plan is a benefit plan reported by The Children'S Place At Home Safe, Inc. under EIN 59-1935485 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $4,103,603 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Children'S Place At Home Safe, Inc.
EIN
59-1935485
Plan number
001
Plan type
2
Location
Lake Worth, FL
Latest filing year
2023
Participants
173
End-of-year plan assets
$4,103,603

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20240906143434NAL0001233473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,103,603
Total liabilities (EOY)
$0
Net assets (EOY)
$4,103,603
Net assets (BOY)
$3,059,814

Income & contributions

Employer contributions
$255,015
Participant contributions
$448,840
Total contributions
$762,126
Total income / additions
$1,434,322

Expenses & distributions

Benefits paid
$349,985
Administrative expenses
$40,548
Total expenses
$390,533
Net increase / (decrease)
$1,043,789

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$23,813$02023
Sageview Advisory Group, LLCINVESTMENT ADVISORY$16,731$72023

Related Form 5500 pages