2023 Form 5500 filing — Homesite Services, Inc. 401k 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 20241015120814NAL0016330451001) for Homesite Services, Inc. 401k Plan, reported by Homesite Services, Inc. under EIN 37-1502322 and plan number 001. It reports 399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.5MReported net assets$7,474,155
Participants399
Provider compensation$47.9K2 Schedule C row(s)$47,945
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015120814NAL0016330451001
Plan sponsor
Homesite Services, Inc.
EIN
37-1502322
Plan number
001
Location
Livermore, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$171.3K
Benefits paid / distributions$112.4K
Contributions
Employer$306.5K
Participant$636.9K
Full reported line items
Total assets (EOY)
$7,474,155
Total liabilities (EOY)
$0
Net assets (EOY)
$7,474,155
Employer contributions
$306,547
Participant contributions
$636,910
Total income / additions
$1,749,906
Benefits paid
$112,385
Administrative expenses
$50,871
Total expenses
$171,300
Net increase / (decrease)
$1,578,606
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    FIDUCIARY ADVISOR · Direct $31.8K
  2. 2
    PENSION CONSULTANT · Direct $16.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015120814NAL0016330451001 cover?
It is the 2023 Form 5500 filing for Homesite Services, Inc. 401k Plan, reported by Homesite Services, Inc. (EIN 37-1502322).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages