Homestar Financial Corporation 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Homestar Financial Corporation)
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, Homestar Financial Corporation 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Homestar Financial Corporation under EIN 74-3038404 and plan number 001. The latest loaded filing year is 2023. The filing reports 738 participants and $21,466,141 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Homestar Financial Corporation
- EIN
- 74-3038404
- Plan number
- 001
- Plan type
- 2
- Location
- Gainesville, GA
- Latest filing year
- 2023
- Participants
- 738
- End-of-year plan assets
- $21,466,141
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 738 | H, C | 20241011083357NAL0038208208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,466,141
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,466,141
- Net assets (BOY)
- $33,148,590
Income & contributions
- Employer contributions
- $1,172,957
- Participant contributions
- $1,826,449
- Total contributions
- $3,096,033
- Total income / additions
- $7,746,676
Expenses & distributions
- Benefits paid
- $19,198,146
- Administrative expenses
- $174,412
- Total expenses
- $19,429,125
- Net increase / (decrease)
- -$11,682,449
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Atticus Wealth Management | ADVISOR | $106,799 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $54,232 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $13,381 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Homestar Financial Corporation
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Gainesville, GA
- Atticus Wealth Management — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation