Homage Senior Services Retirement Saving Plan — Form 5500 plan (Homage Senior Services)
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, Homage Senior Services Retirement Saving Plan is a benefit plan reported by Homage Senior Services under EIN 91-0910680 and plan number 002. The latest loaded filing year is 2023. The filing reports 182 participants and $2,800,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Homage Senior Services
- EIN
- 91-0910680
- Plan number
- 002
- Plan type
- 2
- Location
- Lynnwood, WA
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $2,800,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20240711160148NAL0009529299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,800,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,800,172
- Net assets (BOY)
- $2,530,953
Income & contributions
- Employer contributions
- $44,492
- Participant contributions
- $287,968
- Total contributions
- $342,128
- Total income / additions
- $732,865
Expenses & distributions
- Benefits paid
- $453,787
- Administrative expenses
- $9,401
- Total expenses
- $463,646
- Net increase / (decrease)
- $269,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sound Consulting Services | NONE | $6,547 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $2,854 | $0 | 2023 |