Home State Bancorp, Inc. 401(K) Plan — Form 5500 plan (Home State Bancorp, 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, Home State Bancorp, Inc. 401(K) Plan is a benefit plan reported by Home State Bancorp, Inc. under EIN 36-3282805 and plan number 002. The latest loaded filing year is 2023. The filing reports 150 participants and $14,497,661 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Home State Bancorp, Inc.
EIN
36-3282805
Plan number
002
Plan type
2
Location
Crystal Lake, IL
Latest filing year
2023
Participants
150
End-of-year plan assets
$14,497,661

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20240910061838NAL0009254176001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,497,661
Total liabilities (EOY)
$0
Net assets (EOY)
$14,497,661
Net assets (BOY)
$12,806,950

Income & contributions

Employer contributions
$222,515
Participant contributions
$579,137
Total contributions
$882,414
Total income / additions
$2,876,149

Expenses & distributions

Benefits paid
$1,131,363
Administrative expenses
$38,740
Total expenses
$1,185,438
Net increase / (decrease)
$1,690,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pentegra Services, Inc.RK & CONTRACT ADMIN$37,335not reported in the loaded dataset2023
Empower Ann Ins Company Of AmericaRECORD KEEPER$1,403$02023

Related Form 5500 pages