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, Homestead Financial 401(K) Plan is a benefit plan reported by Endeavor Capital, LLC under EIN 43-1826060 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $8,566,177 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,566,177
- Total liabilities (EOY)
- $2,184
- Net assets (EOY)
- $8,563,993
- Net assets (BOY)
- $6,682,461
Income & contributions
- Participant contributions
- $596,448
- Total contributions
- $690,440
- Total income / additions
- $1,970,707
Expenses & distributions
- Benefits paid
- $29,963
- Administrative expenses
- $57,001
- Total expenses
- $89,175
- Net increase / (decrease)
- $1,881,532