Home Bank, N.A. Profit Sharing And 401(K) Plan — Form 5500 plan (Home Bank Na)

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, Home Bank, N.A. Profit Sharing And 401(K) Plan is a benefit plan reported by Home Bank Na under EIN 72-0214660 and plan number 002. The latest loaded filing year is 2023. The filing reports 587 participants and $46,855,176 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Home Bank Na
EIN
72-0214660
Plan number
002
Plan type
2
Location
Lafayette, LA
Latest filing year
2023
Participants
587
End-of-year plan assets
$46,855,176

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023587H, C20240627152835NAL0015346048001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,855,176
Total liabilities (EOY)
$0
Net assets (EOY)
$46,855,176
Net assets (BOY)
$38,059,938

Income & contributions

Employer contributions
$1,562,076
Participant contributions
$2,767,915
Total contributions
$5,028,917
Total income / additions
$10,893,227

Expenses & distributions

Benefits paid
$1,960,240
Administrative expenses
$137,749
Total expenses
$2,097,989
Net increase / (decrease)
$8,795,238

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$97,098$02023
Merrill Lynch Pierce Fenner & SmithCONSULTANT$40,651$332023

Related Form 5500 pages