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HOME STATE BANK 401(K) PLAN AND TRUST 401k Plan overview

Plan NameHOME STATE BANK 401(K) PLAN AND TRUST
Plan identification number 001

HOME STATE BANK 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HOME STATE BANK has sponsored the creation of one or more 401k plans.

Company Name:HOME STATE BANK
Employer identification number (EIN):410318880
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME STATE BANK 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JENNIFER UNTERBURGER2024-03-13 JENNIFER UNTERBURGER2024-03-13
0012022-01-01JENNIFER UNTERBURGER2023-05-22 JENNIFER UNTERBURGER2023-05-22
0012021-01-01JENNIFER UNTERBURGER2022-04-14 JENNIFER UNTERBURGER2022-04-14
0012020-01-01JENNIFER UNTERBURGER2021-05-03 JENNIFER UNTERBURGER2021-05-03
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01JENNIFER UNTERBURGER2017-07-05
0012015-01-01JENNIFER UNTERBURGER2016-06-02
0012014-01-01JENNIFER UNTERBURGER2015-05-07
0012013-01-01JENNIFER UNTERBURGER2014-05-30
0012012-01-01JENNIFER UNTERBURGER2013-07-08
0012011-01-01JENNIFER UNTERBURGER2012-06-19
0012010-01-01JENNIFER UNTERBURGER
0012009-01-01JENNIFER UNTERBURGER

Financial Data on HOME STATE BANK 401(K) PLAN AND TRUST

Measure Date Value
2025 : HOME STATE BANK 401(K) PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-22137391
Net assets as of the end of the plan year2025-05-226595328
Total assets as of the beginning of the plan year2025-05-225602205
Value of plan covered by a fidelity bond2025-05-223000000
Participant contributions to plan in this plan year2025-05-22209336
Value of participant loans at end of plan year2025-05-2224216
Other income to plan in this plan year2025-05-22753902
Plan net income in this plan year2025-05-22993123
Net assets as of the end of the plan year2025-05-226595328
Net assets as of the beginning of the plan year2025-05-225602205
Value of contributions failed to transmitted timely2025-05-22734
Employer contributions to plan in this plan year2025-05-22167276
Fees paid to broker by Benefit Provider2025-05-221905
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2237673
Total expenses incurred by plan in this plan year2025-02-19137391
Net assets as of the end of the plan year2025-02-196595328
Total assets as of the beginning of the plan year2025-02-195602205
Value of plan covered by a fidelity bond2025-02-193000000
Participant contributions to plan in this plan year2025-02-19209336
Value of participant loans at end of plan year2025-02-1924216
Other income to plan in this plan year2025-02-19753902
Plan net income in this plan year2025-02-19993123
Net assets as of the end of the plan year2025-02-196595328
Net assets as of the beginning of the plan year2025-02-195602205
Value of contributions failed to transmitted timely2025-02-19734
Employer contributions to plan in this plan year2025-02-19167276
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-1937673
2024 : HOME STATE BANK 401(K) PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-13120134
Net assets as of the end of the plan year2024-03-135602205
Total assets as of the beginning of the plan year2024-03-134525693
Value of plan covered by a fidelity bond2024-03-133000000
Participant contributions to plan in this plan year2024-03-13214561
Value of participant loans at end of plan year2024-03-1323464
Other income to plan in this plan year2024-03-13825840
Plan net income in this plan year2024-03-131076512
Net assets as of the end of the plan year2024-03-135602205
Net assets as of the beginning of the plan year2024-03-134525693
Employer contributions to plan in this plan year2024-03-13156245
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-1329974
2022 : HOME STATE BANK 401(K) PLAN AND TRUST 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-04-14148
Total expenses incurred by plan in this plan year2022-04-14927300
Net assets as of the end of the plan year2022-04-145231748
Total assets as of the beginning of the plan year2022-04-145105264
Value of plan covered by a fidelity bond2022-04-143000000
Participant contributions to plan in this plan year2022-04-14215667
Value of participant loans at end of plan year2022-04-1438708
Other contributions to plan in this plan year2022-04-1426300
Other income to plan in this plan year2022-04-14662852
Plan net income in this plan year2022-04-14126632
Net assets as of the end of the plan year2022-04-145231748
Net assets as of the beginning of the plan year2022-04-145105116
Employer contributions to plan in this plan year2022-04-14149113
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-1440890
2010 : HOME STATE BANK 401(K) PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$319,042
Expenses. Total of all expenses incurred2010-12-31$131,730
Benefits paid (including direct rollovers)2010-12-31$131,730
Total plan assets at end of year2010-12-31$1,876,740
Total plan assets at beginning of year2010-12-31$1,689,428
Value of fidelity bond covering the plan2010-12-31$2,800,000
Total contributions received or receivable from participants2010-12-31$97,528
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$162,169
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$187,312
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,876,740
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,689,428
Total contributions received or receivable from employer(s)2010-12-31$59,345
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : HOME STATE BANK 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOME STATE BANK 401(K) PLAN AND TRUST

2010: HOME STATE BANK 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HOME STATE BANK 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-805257
Policy instance 1

Potentially related plans

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