2023 Form 5500 filing — Homeland Pension 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 20250415141834NAL0001468595001) for Homeland Pension Plan, reported by Home For The Friendless - Homeland under EIN 23-1365148 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415141834NAL0001468595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Home For The Friendless - Homeland
- EIN
- 23-1365148
- Plan number
- 001
- Location
- Harrisburg, PA
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,399,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,399,757
- Employer contributions
- $779,263
- Participant contributions
- $0
- Total income / additions
- $2,369,447
- Benefits paid
- $843,711
- Administrative expenses
- $166,009
- Total expenses
- $1,009,720
- Net increase / (decrease)
- $1,359,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Bryn Mawr Trust Company | NONE | $68,141 | $0 |
| Rkl Llp | NONE | $12,800 | $0 |
| Dodge & Cox | NONE | $0 | $0 |
| Seafarer Capital Partners, LLC | NONE | $0 | $0 |
| Abr Dynamic Funds, LLC | NONE | $0 | $0 |
| Jp Morgan Investment Inc | NONE | $0 | $0 |
| T. Rowe Price Associates, Inc. | NONE | $0 | $0 |
| Grandeur Peak Global Advisors, LLC | NONE | $0 | $0 |
| Johcm (Usa) Inc. | NONE | $0 | $0 |
| Blackrock, Inc. | NONE | $0 | $0 |
| Lifegoal Investments | NONE | $0 | $0 |
| Pacer Us Cash Cows 100 Etf | NONE | $0 | $0 |