Homestretch, Inc. 401(K) Plan — Form 5500 plan (Homestretch, 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, Homestretch, Inc. 401(K) Plan is a benefit plan reported by Homestretch, Inc. under EIN 46-4196597 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $9,210,217 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Homestretch, Inc.
EIN
46-4196597
Plan number
001
Plan type
2
Location
Nettleton, MS
Latest filing year
2023
Participants
372
End-of-year plan assets
$9,210,217

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023372H, C20240926094514NAL0000276883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,210,217
Total liabilities (EOY)
$0
Net assets (EOY)
$9,210,217
Net assets (BOY)
$7,237,240

Income & contributions

Employer contributions
$512,444
Participant contributions
$718,796
Total contributions
$1,231,240
Total income / additions
$2,615,582

Expenses & distributions

Benefits paid
$627,751
Administrative expenses
$14,854
Total expenses
$642,605
Net increase / (decrease)
$1,972,977

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan Services, Inc.NONE$14,854$02023
Cadence BankNONE$0$02023

Related Form 5500 pages