Plain-English plan 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, Homebridge Financial Services 401(K) Plan & Trust is a benefit plan reported by Homebridge Financial Services under EIN 22-3123730 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,394 participants and $73,650,262 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,650,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,650,262
- Net assets (BOY)
- $122,250,509
Income & contributions
- Employer contributions
- $492,821
- Participant contributions
- $4,147,585
- Total contributions
- $5,059,626
- Total income / additions
- $20,089,452
Expenses & distributions
- Benefits paid
- $68,398,496
- Administrative expenses
- $265,657
- Total expenses
- $68,689,699
- Net increase / (decrease)
- -$48,600,247