2023 Form 5500 filing — Homespire Mortgage Corporation 401k Profit Sharing Plan And Tru
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240805050746NAL0000877809001) for Homespire Mortgage Corporation 401k Profit Sharing Plan And Tru, reported by Homespire Mortgage Corporation under EIN 20-8279218 and plan number 001. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805050746NAL0000877809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Homespire Mortgage Corporation
- EIN
- 20-8279218
- Plan number
- 001
- Location
- Gaithersburg, MD
- Participants
- 397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,989,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,989,784
- Participant contributions
- $1,019,241
- Total income / additions
- $2,858,599
- Benefits paid
- $2,745,232
- Administrative expenses
- $72,069
- Total expenses
- $2,911,266
- Net increase / (decrease)
- -$52,667
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $45,765 | $0 |
| Ameriprise Financial | INVESTMENT/FINANCIAL ADVI | $26,303 | $0 |