Home Federal Bank — 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, Home Federal Bank (EIN 62-0239150) is a plan sponsor located in Knoxville, TN 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
62-0239150
Location
Knoxville, TN
Loaded plans
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$107.1MSummed across loaded plans$107,132,468
Total reported assets$107.3M$107,312,426
Total reported participants2.1K2,052
Total reported liabilities$180K$179,958

Reported net position

Reported assets = net assets + liabilities (summed)$107.3M total assets
Net assets$107.1MLiabilities$180K
Contributions & income
Employer contributions$3.9M
Participant contributions$3M
Total income / additions$20.3M
Expenses & distributions
Benefits paid / distributions$10.6M
Total expenses$10.7M
Net increase / (decrease)$9.5M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation2 / 6 (33%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets61%Home Federal Bank Of Tennessee 401(K) Profit Sharing Plan
Participants per plan342Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 426 participants · 2023
  2. 2
    Plan #001 · 288 participants · 2023
  3. 3
    Plan #503 · 288 participants · 2023
  4. 4
    Plan #504 · 360 participants · 2023
  5. 5
    Plan #501 · 345 participants · 2023
  6. 6
    Plan #502 · 345 participants · 2023

Search all 6 loaded plans for this company →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Home Federal Bank. Open one for its full reported snapshot.

  1. 2023
    Home Federal Bank Of Tennessee 401(K) Profit Sharing Plan426 participants · 2Sch HSch C
    View filing →
  2. 2023
    Home Federal Bank Of Tennessee Medical Insurance Plan288 participants · 2Sch HSch C
    View filing →
  3. 2023
    Home Federal Bank Of Tennessee Pension Plan288 participants · 2Sch H
    View filing →
  4. 2023
    Home Federal Bank Of Tennessee Employee Assistance Program360 participants · 2No schedules
    View filing →
  5. 2023
    Home Federal Bank Of Tennessee Employee Disability Insurance345 participants · 2No schedules
    View filing →
  6. 2023
    Home Federal Bank Of Tennessee Fsb Emp Term Life Insurance345 participants · 2No schedules
    View filing →

Related Form 5500 pages