Plan5500

Homemakers Plaza, Inc. 401(K) Plan — Form 5500 plan (Homemakers Plaza, 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, Homemakers Plaza, Inc. 401(K) Plan is a benefit plan reported by Homemakers Plaza, Inc. under EIN 95-4830456 and plan number 002. The latest loaded filing year is 2023. The filing reports 508 participants and $14,469,420 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Homemakers Plaza, Inc.
EIN
95-4830456
Plan number
002
Plan type
2
Location
Urbandale, IA
Latest filing year
2023
Participants
508
End-of-year plan assets
$14,469,420

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023508H, C20241009100205NAL0018985985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,469,420
Total liabilities (EOY)
$0
Net assets (EOY)
$14,469,420
Net assets (BOY)
$11,655,372

Income & contributions

Employer contributions
$380,704
Participant contributions
$871,241
Total contributions
$1,261,363
Total income / additions
$3,367,218

Expenses & distributions

Benefits paid
$507,736
Administrative expenses
$31,623
Total expenses
$553,170
Net increase / (decrease)
$2,814,048

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncINVESTMENT ADVISOR$31,623not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages