2023 Form 5500 filing — Homeward Bound, Inc. 403(B) Retirement Savings Plan
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 20241009143517NAL0010726931001) for Homeward Bound, Inc. 403(B) Retirement Savings Plan, reported by Homeward Bound, Inc. under EIN 41-1223085 and plan number 001. It reports 434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009143517NAL0010726931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Homeward Bound, Inc.
- EIN
- 41-1223085
- Plan number
- 001
- Location
- Plymouth, MN
- Participants
- 434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,211,158
- Total liabilities (EOY)
- $3,483
- Net assets (EOY)
- $8,207,675
- Employer contributions
- $300,215
- Participant contributions
- $744,679
- Total income / additions
- $2,156,255
- Benefits paid
- $3,624,965
- Administrative expenses
- $70,150
- Total expenses
- $3,698,763
- Net increase / (decrease)
- -$1,542,508
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $45,699 | $0 |
| Tsc 401k | CONTRACT ADMIN | $25,980 | $0 |
| Principal Securities Inc. | BROKER/ADVISE R | $0 | $16,429 |
| Variable Annuity Life Insurance Co | PARTY IN INTEREST | not reported in the loaded dataset | not reported in the loaded dataset |