Homeland Center 401(K) Plan — Form 5500 plan (Home For The Friendless D/B/A Homeland Center)

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, Homeland Center 401(K) Plan is a benefit plan reported by Home For The Friendless D/B/A Homeland Center under EIN 23-1365148 and plan number 003. The latest loaded filing year is 2023. The filing reports 471 participants and $8,591,068 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Home For The Friendless D/B/A Homeland Center
EIN
23-1365148
Plan number
003
Plan type
2
Location
Harrisburg, PA
Latest filing year
2023
Participants
471
End-of-year plan assets
$8,591,068

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023471H, C20250415141313NAL0001544995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,591,068
Total liabilities (EOY)
$0
Net assets (EOY)
$8,591,068
Net assets (BOY)
$7,522,992

Income & contributions

Employer contributions
$26,149
Participant contributions
$865,135
Total contributions
$910,396
Total income / additions
$1,998,428

Expenses & distributions

Benefits paid
$885,563
Administrative expenses
$31,609
Total expenses
$930,352
Net increase / (decrease)
$1,068,076

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pa Retirement SolutionsTPA$12,992not reported in the loaded dataset2023
NationwideINVESTMENT PROVIDER$12,470$672023
Lpl FinancialEMPLOYER$10,619not reported in the loaded dataset2023
Iron FiduciaryADVISOR$850not reported in the loaded dataset2023
Iron-Co-FidADVISOR$759$02023

Related Form 5500 pages