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, David & Margaret Home. Inc. 401(K) Retirement Plan is a benefit plan reported by David And Margaret Home, Inc. under EIN 95-1660346 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $5,878,126 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,878,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,878,126
- Net assets (BOY)
- $5,312,528
Income & contributions
- Employer contributions
- $85,678
- Participant contributions
- $211,503
- Total contributions
- $306,741
- Total income / additions
- $1,061,643
Expenses & distributions
- Benefits paid
- $449,478
- Administrative expenses
- $46,567
- Total expenses
- $496,045
- Net increase / (decrease)
- $565,598