How many benefit plans does Homeward Bound, Inc. report on Form 5500?

Homeward Bound, Inc. (EIN 41-1223085) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Homeward Bound, Inc.?

The Employer Identification Number (EIN) reported for Homeward Bound, Inc. is 41-1223085.

What is the latest Form 5500 filing year for Homeward Bound, Inc.?

The latest loaded Form 5500 filing year for Homeward Bound, Inc. is 2023.

Homeward Bound, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Homeward Bound, Inc. (EIN 41-1223085) is a plan sponsor located in Plymouth, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 41-1223085
Location: Plymouth, MN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $8,211,158
Total reported liabilities (EOY): $3,483
Total reported net assets (EOY): $8,207,675

Contributions & income

Employer contributions: $300,215
Participant contributions: $744,679
Total income / additions: $2,156,255

Expenses & distributions

Benefits paid / distributions: $3,624,965
Total expenses: $3,698,763
Net increase / (decrease): -$1,542,508

Coverage

Total reported participants: 595
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Homeward Bound, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Homeward Bound, Inc. 403(B) Retirement Savings Plan	001	434	$8,211,158	2023
Homeward Bound Employee Benefit Plan	501	161	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Homeward Bound, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Homeward Bound Employee Benefit Plan	161	—	20240508152909NAL0038625777001
2023	Homeward Bound, Inc. 403(B) Retirement Savings Plan	434	H, C	20241009143517NAL0010726931001