Home Bancshares, Inc. 401(K) And Employee Stock Ownership Plan — Form 5500 plan (Home Bancshares, 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 Bancshares, Inc. 401(K) And Employee Stock Ownership Plan is a benefit plan reported by Home Bancshares, Inc. under EIN 71-0682831 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,779 participants and $127,410,618 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Home Bancshares, Inc.
EIN
71-0682831
Plan number
002
Plan type
2
Location
Conway, AR
Latest filing year
2023
Participants
3,779
End-of-year plan assets
$127,410,618

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,779H, C20240626083817NAL0017892930001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$127,410,618
Total liabilities (EOY)
$0
Net assets (EOY)
$127,410,618
Net assets (BOY)
$104,248,599

Income & contributions

Employer contributions
$3,588,552
Participant contributions
$11,358,763
Total contributions
$17,252,735
Total income / additions
$34,303,298

Expenses & distributions

Benefits paid
$11,014,628
Administrative expenses
$126,651
Total expenses
$11,141,279
Net increase / (decrease)
$23,162,019

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forvis Wealth AdvisorsNONE$78,877not reported in the loaded dataset2023
The Newport GroupNONE$47,774not reported in the loaded dataset2023

Related Form 5500 pages