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, Homewise 403(B) Pension Plan is a benefit plan reported by Homewise, Inc under EIN 85-0346325 and plan number 003. The latest loaded filing year is 2023. The filing reports 170 participants and $8,762,647 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,762,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,762,647
- Net assets (BOY)
- $7,023,781
Income & contributions
- Employer contributions
- $565,117
- Participant contributions
- $562,265
- Total contributions
- $1,356,538
- Total income / additions
- $2,686,418
Expenses & distributions
- Benefits paid
- $875,057
- Administrative expenses
- $33,252
- Total expenses
- $947,552
- Net increase / (decrease)
- $1,738,866