Homeland Credit Union, Inc. 401(K) Plan — Form 5500 plan (Homeland Credit Union, Inc.)
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 Credit Union, Inc. 401(K) Plan is a benefit plan reported by Homeland Credit Union, Inc. under EIN 31-0395830 and plan number 001. The latest loaded filing year is 2023. The filing reports 74 participants and $3,588,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Homeland Credit Union, Inc.
- EIN
- 31-0395830
- Plan number
- 001
- Plan type
- 2
- Location
- Chillicothe, OH
- Latest filing year
- 2023
- Participants
- 74
- End-of-year plan assets
- $3,588,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 74 | I | 20240815150556NAL0007305107001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,588,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,588,281
- Net assets (BOY)
- $3,175,408
Income & contributions
- Employer contributions
- $124,363
- Participant contributions
- $277,228
- Total income / additions
- $895,231
Expenses & distributions
- Benefits paid
- $481,864
- Administrative expenses
- $494
- Total expenses
- $482,358
- Net increase / (decrease)
- $412,873
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.