Home Telephone Company 401(K) And Retirement Plan — Form 5500 plan (Home Telephone Company, 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 Telephone Company 401(K) And Retirement Plan is a benefit plan reported by Home Telephone Company, Inc. under EIN 57-0339548 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $43,757,780 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Home Telephone Company, Inc.
EIN
57-0339548
Plan number
001
Plan type
2
Location
Moncks Corner, SC
Latest filing year
2023
Participants
268
End-of-year plan assets
$43,757,780

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023268H, C20241014095612NAL0051779186001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,757,780
Total liabilities (EOY)
$0
Net assets (EOY)
$43,757,780
Net assets (BOY)
$38,605,469

Income & contributions

Employer contributions
$1,379,299
Participant contributions
$1,302,296
Total contributions
$2,769,938
Total income / additions
$9,251,351

Expenses & distributions

Benefits paid
$4,071,871
Administrative expenses
$27,169
Total expenses
$4,099,040
Net increase / (decrease)
$5,152,311

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$32,402not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$5,233$02023

Related Form 5500 pages