Home Brands Group LLC 401((K) Profit Sharing Plan & Trust — Form 5500 plan (Home Brands Group LLC)
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 Brands Group LLC 401((K) Profit Sharing Plan & Trust is a benefit plan reported by Home Brands Group LLC under EIN 90-0864563 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $2,213,725 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Home Brands Group LLC
- EIN
- 90-0864563
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $2,213,725
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20240731153859NAL0022587217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,213,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,213,725
- Net assets (BOY)
- $1,610,352
Income & contributions
- Employer contributions
- $205,871
- Participant contributions
- $420,067
- Total contributions
- $625,938
- Total income / additions
- $942,760
Expenses & distributions
- Benefits paid
- $307,005
- Administrative expenses
- $32,382
- Total expenses
- $339,387
- Net increase / (decrease)
- $603,373
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 401k Generation | CONTRACT ADMINISTRATOR | $12,446 | not reported in the loaded dataset | 2023 |
| Cwm, LLC | ADVISOR | $8,497 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $8,383 | not reported in the loaded dataset | 2023 |