401k Plan data: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST plan

HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 401k Plan overview

Plan Name	HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST
Plan identification number	001

HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
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 FEDERAL SAVINGS & LOAN ASSOC OF GI has sponsored the creation of one or more 401k plans.

Company Name: HOME FEDERAL SAVINGS & LOAN ASSOC OF GI

Employer identification number (EIN): 470465799

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-06-01 TAMMY ERICKSON 2024-03-13 TAMMY ERICKSON 2024-03-13
001 2021-06-01 TAMMY ERICKSON 2023-03-11 TAMMY ERICKSON 2023-03-11
001 2020-06-01 TAMMY ERICKSON 2022-03-08 TAMMY ERICKSON 2022-03-08
001 2019-06-01 TAMMY ERICKSON 2021-02-25 TAMMY ERICKSON 2021-02-25
001 2018-06-01 TAMMY ERICKSON 2020-03-10 TAMMY ERICKSON 2020-03-10
001 2017-06-01 TAMMY ERICKSON 2019-02-15 TAMMY ERICKSON 2019-02-15
001 2016-06-01 TAMMY ERICKSON 2018-02-12 TAMMY ERICKSON 2018-02-12
001 2016-06-01 TAMMY ERICKSON 2018-02-14 TAMMY ERICKSON 2018-02-14
001 2015-06-01 TAMMY ERICKSON 2017-05-04 TAMMY ERICKSON 2017-05-04
001 2015-06-01 DALE GILBERT 2016-12-22 DALE GILBERT 2016-12-22
001 2014-06-01 DALE GILBERT 2016-03-15 DALE GILBERT 2016-03-15
001 2013-06-01 BARRY G.SANDSTROM
001 2012-06-01 BARRY G. SANDSTROM
001 2011-06-01 BARRY G. SANDSTROM
001 2010-06-01 BARRY G. SANDSTROM BARRY G. SANDSTROM 2011-12-29
001 2009-06-01 BARRY G. SANDSTROM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-06-01	TAMMY ERICKSON	2024-03-13	TAMMY ERICKSON	2024-03-13
001	2021-06-01	TAMMY ERICKSON	2023-03-11	TAMMY ERICKSON	2023-03-11
001	2020-06-01	TAMMY ERICKSON	2022-03-08	TAMMY ERICKSON	2022-03-08
001	2019-06-01	TAMMY ERICKSON	2021-02-25	TAMMY ERICKSON	2021-02-25
001	2018-06-01	TAMMY ERICKSON	2020-03-10	TAMMY ERICKSON	2020-03-10
001	2017-06-01	TAMMY ERICKSON	2019-02-15	TAMMY ERICKSON	2019-02-15
001	2016-06-01	TAMMY ERICKSON	2018-02-12	TAMMY ERICKSON	2018-02-12
001	2016-06-01	TAMMY ERICKSON	2018-02-14	TAMMY ERICKSON	2018-02-14
001	2015-06-01	TAMMY ERICKSON	2017-05-04	TAMMY ERICKSON	2017-05-04
001	2015-06-01	DALE GILBERT	2016-12-22	DALE GILBERT	2016-12-22
001	2014-06-01	DALE GILBERT	2016-03-15	DALE GILBERT	2016-03-15
001	2013-06-01	BARRY G.SANDSTROM
001	2012-06-01	BARRY G. SANDSTROM
001	2011-06-01	BARRY G. SANDSTROM
001	2010-06-01	BARRY G. SANDSTROM		BARRY G. SANDSTROM	2011-12-29
001	2009-06-01	BARRY G. SANDSTROM

Plan Statistics for HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST

401k plan membership statisitcs for HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST

Measure Date Value
2023: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2023 401k membership
Market value of plan assets 2023-05-31 5,579,710
Acturial value of plan assets 2023-05-31 5,579,710
Funding target for retired participants and beneficiaries receiving payment 2023-05-31 55,718
Number of terminated vested participants 2023-05-31 5
Fundng target for terminated vested participants 2023-05-31 241,509
Active participant vested funding target 2023-05-31 4,770,561
Number of active participants 2023-05-31 24
Total funding liabilities for active participants 2023-05-31 4,770,561
Total participant count 2023-05-31 30
Total funding target for all participants 2023-05-31 5,067,788
Balance at beginning of prior year after applicable adjustments 2023-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-05-31 813,923
Carryover balanced portion elected for use to offset prior years funding requirement 2023-05-31 0
Prefunding balanced used to offset prior years funding requirement 2023-05-31 0
Amount remaining of carryover balance 2023-05-31 0
Amount remaining of prefunding balance 2023-05-31 813,923
Present value of excess contributions 2023-05-31 240,321
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-05-31 254,067
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-05-31 0
Reductions in caryover balances due to elections or deemed elections 2023-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-05-31 0
Balance of carryovers at beginning of current year 2023-05-31 0
Balance of prefunding at beginning of current year 2023-05-31 794,389
Total employer contributions 2023-05-31 412,271
Contributions allocated toward unpaid minimum require contributions from prior years 2023-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-05-31 387,561
Unpaid minimum required contributions for all prior years 2023-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-05-31 0
Remaining amount of unpaid minimum required contributions 2023-05-31 0
Minimum required contributions for current year target normal cost 2023-05-31 387,553
Net shortfall amortization installment of oustanding balance 2023-05-31 0
Waiver amortization installment 2023-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-05-31 387,553
Carryover balance elected to use to offset funding requirement 2023-05-31 0
Prefunding balance elected to use to offset funding requirement 2023-05-31 0
Additional cash requirement 2023-05-31 387,553
Contributions allocatedtoward minimum required contributions for current year 2023-05-31 387,561
Unpaid minimum required contributions for current year 2023-05-31 0
Unpaid minimum required contributions for all years 2023-05-31 0
2022: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2022 401k membership
Market value of plan assets 2022-05-31 5,392,325
Acturial value of plan assets 2022-05-31 5,392,325
Funding target for retired participants and beneficiaries receiving payment 2022-05-31 58,987
Number of terminated vested participants 2022-05-31 5
Fundng target for terminated vested participants 2022-05-31 220,687
Active participant vested funding target 2022-05-31 4,225,674
Number of active participants 2022-05-31 25
Total funding liabilities for active participants 2022-05-31 4,225,674
Total participant count 2022-05-31 31
Total funding target for all participants 2022-05-31 4,505,348
Balance at beginning of prior year after applicable adjustments 2022-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-05-31 747,130
Carryover balanced portion elected for use to offset prior years funding requirement 2022-05-31 0
Prefunding balanced used to offset prior years funding requirement 2022-05-31 0
Amount remaining of carryover balance 2022-05-31 0
Amount remaining of prefunding balance 2022-05-31 747,130
Present value of excess contributions 2022-05-31 326,028
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-05-31 344,090
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-05-31 0
Reductions in caryover balances due to elections or deemed elections 2022-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-05-31 0
Balance of carryovers at beginning of current year 2022-05-31 0
Balance of prefunding at beginning of current year 2022-05-31 813,923
Total employer contributions 2022-05-31 600,000
Total employee contributions 2022-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-05-31 561,666
Unpaid minimum required contributions for all prior years 2022-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-05-31 0
Remaining amount of unpaid minimum required contributions 2022-05-31 0
Minimum required contributions for current year target normal cost 2022-05-31 394,399
Net shortfall amortization installment of oustanding balance 2022-05-31 0
Waiver amortization installment 2022-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-05-31 321,345
Carryover balance elected to use to offset funding requirement 2022-05-31 0
Prefunding balance elected to use to offset funding requirement 2022-05-31 0
Additional cash requirement 2022-05-31 321,345
Contributions allocatedtoward minimum required contributions for current year 2022-05-31 561,666
Unpaid minimum required contributions for current year 2022-05-31 0
Unpaid minimum required contributions for all years 2022-05-31 0
2021: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-05-31 5,810,471
Acturial value of plan assets 2021-05-31 5,810,471
Funding target for retired participants and beneficiaries receiving payment 2021-05-31 63,642
Number of terminated vested participants 2021-05-31 8
Fundng target for terminated vested participants 2021-05-31 419,614
Active participant vested funding target 2021-05-31 4,449,534
Number of active participants 2021-05-31 27
Total funding liabilities for active participants 2021-05-31 4,449,534
Total participant count 2021-05-31 36
Total funding target for all participants 2021-05-31 4,932,790
Balance at beginning of prior year after applicable adjustments 2021-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-05-31 708,449
Carryover balanced portion elected for use to offset prior years funding requirement 2021-05-31 0
Prefunding balanced used to offset prior years funding requirement 2021-05-31 0
Amount remaining of carryover balance 2021-05-31 0
Amount remaining of prefunding balance 2021-05-31 708,449
Present value of excess contributions 2021-05-31 206,324
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-05-31 218,002
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-05-31 0
Reductions in caryover balances due to elections or deemed elections 2021-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-05-31 0
Balance of carryovers at beginning of current year 2021-05-31 0
Balance of prefunding at beginning of current year 2021-05-31 747,130
Total employer contributions 2021-05-31 600,000
Total employee contributions 2021-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-05-31 562,667
Unpaid minimum required contributions for all prior years 2021-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-05-31 0
Remaining amount of unpaid minimum required contributions 2021-05-31 0
Minimum required contributions for current year target normal cost 2021-05-31 367,190
Net shortfall amortization installment of oustanding balance 2021-05-31 0
Waiver amortization installment 2021-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-05-31 236,639
Carryover balance elected to use to offset funding requirement 2021-05-31 0
Prefunding balance elected to use to offset funding requirement 2021-05-31 0
Additional cash requirement 2021-05-31 236,639
Contributions allocatedtoward minimum required contributions for current year 2021-05-31 562,667
Unpaid minimum required contributions for current year 2021-05-31 0
Unpaid minimum required contributions for all years 2021-05-31 0
2020: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-05-31 6,077,376
Acturial value of plan assets 2020-05-31 6,077,376
Funding target for retired participants and beneficiaries receiving payment 2020-05-31 66,432
Number of terminated vested participants 2020-05-31 6
Fundng target for terminated vested participants 2020-05-31 196,345
Active participant vested funding target 2020-05-31 5,106,150
Number of active participants 2020-05-31 32
Total funding liabilities for active participants 2020-05-31 5,106,150
Total participant count 2020-05-31 39
Total funding target for all participants 2020-05-31 5,368,927
Balance at beginning of prior year after applicable adjustments 2020-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-05-31 809,804
Carryover balanced portion elected for use to offset prior years funding requirement 2020-05-31 0
Prefunding balanced used to offset prior years funding requirement 2020-05-31 0
Amount remaining of carryover balance 2020-05-31 0
Amount remaining of prefunding balance 2020-05-31 809,804
Present value of excess contributions 2020-05-31 243,687
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-05-31 257,918
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-05-31 0
Reductions in caryover balances due to elections or deemed elections 2020-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-05-31 130,346
Balance of carryovers at beginning of current year 2020-05-31 0
Balance of prefunding at beginning of current year 2020-05-31 708,449
Total employer contributions 2020-05-31 600,000
Total employee contributions 2020-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-05-31 562,129
Unpaid minimum required contributions for all prior years 2020-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-05-31 0
Remaining amount of unpaid minimum required contributions 2020-05-31 0
Minimum required contributions for current year target normal cost 2020-05-31 355,805
Net shortfall amortization installment of oustanding balance 2020-05-31 0
Waiver amortization installment 2020-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-05-31 355,805
Carryover balance elected to use to offset funding requirement 2020-05-31 0
Prefunding balance elected to use to offset funding requirement 2020-05-31 0
Additional cash requirement 2020-05-31 355,805
Contributions allocatedtoward minimum required contributions for current year 2020-05-31 562,129
Unpaid minimum required contributions for current year 2020-05-31 0
Unpaid minimum required contributions for all years 2020-05-31 0
2019: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-05-31 5,747,441
Acturial value of plan assets 2019-05-31 5,747,441
Funding target for retired participants and beneficiaries receiving payment 2019-05-31 67,016
Number of terminated vested participants 2019-05-31 10
Fundng target for terminated vested participants 2019-05-31 510,333
Active participant vested funding target 2019-05-31 4,314,845
Number of active participants 2019-05-31 33
Total funding liabilities for active participants 2019-05-31 4,350,321
Total participant count 2019-05-31 44
Total funding target for all participants 2019-05-31 4,927,670
Balance at beginning of prior year after applicable adjustments 2019-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-05-31 786,370
Carryover balanced portion elected for use to offset prior years funding requirement 2019-05-31 0
Prefunding balanced used to offset prior years funding requirement 2019-05-31 0
Amount remaining of carryover balance 2019-05-31 0
Amount remaining of prefunding balance 2019-05-31 786,370
Present value of excess contributions 2019-05-31 496,627
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-05-31 526,574
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-05-31 0
Reductions in caryover balances due to elections or deemed elections 2019-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-05-31 0
Balance of carryovers at beginning of current year 2019-05-31 0
Balance of prefunding at beginning of current year 2019-05-31 809,804
Total employer contributions 2019-05-31 589,114
Total employee contributions 2019-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-05-31 550,409
Unpaid minimum required contributions for all prior years 2019-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-05-31 0
Remaining amount of unpaid minimum required contributions 2019-05-31 0
Minimum required contributions for current year target normal cost 2019-05-31 316,689
Net shortfall amortization installment of oustanding balance 2019-05-31 0
Waiver amortization installment 2019-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-05-31 306,722
Carryover balance elected to use to offset funding requirement 2019-05-31 0
Prefunding balance elected to use to offset funding requirement 2019-05-31 0
Additional cash requirement 2019-05-31 306,722
Contributions allocatedtoward minimum required contributions for current year 2019-05-31 550,409
Unpaid minimum required contributions for current year 2019-05-31 0
Unpaid minimum required contributions for all years 2019-05-31 0
2018: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-05-31 5,897,565
Acturial value of plan assets 2018-05-31 5,897,565
Funding target for retired participants and beneficiaries receiving payment 2018-05-31 69,150
Number of terminated vested participants 2018-05-31 8
Fundng target for terminated vested participants 2018-05-31 410,561
Active participant vested funding target 2018-05-31 4,245,489
Number of active participants 2018-05-31 39
Total funding liabilities for active participants 2018-05-31 4,280,482
Total participant count 2018-05-31 48
Total funding target for all participants 2018-05-31 4,760,193
Balance at beginning of prior year after applicable adjustments 2018-05-31 988
Prefunding balance at beginning of prior year after applicable adjustments 2018-05-31 1,207,325
Carryover balanced portion elected for use to offset prior years funding requirement 2018-05-31 0
Prefunding balanced used to offset prior years funding requirement 2018-05-31 0
Amount remaining of carryover balance 2018-05-31 988
Amount remaining of prefunding balance 2018-05-31 1,207,325
Present value of excess contributions 2018-05-31 491,200
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-05-31 520,672
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-05-31 0
Reductions in caryover balances due to elections or deemed elections 2018-05-31 1,046
Reductions in prefunding balances due to elections or deemed elections 2018-05-31 491,221
Balance of carryovers at beginning of current year 2018-05-31 0
Balance of prefunding at beginning of current year 2018-05-31 786,370
Total employer contributions 2018-05-31 532,354
Total employee contributions 2018-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-05-31 496,627
Unpaid minimum required contributions for all prior years 2018-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-05-31 0
Remaining amount of unpaid minimum required contributions 2018-05-31 0
Minimum required contributions for current year target normal cost 2018-05-31 351,002
Net shortfall amortization installment of oustanding balance 2018-05-31 0
Waiver amortization installment 2018-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-05-31 0
Carryover balance elected to use to offset funding requirement 2018-05-31 0
Prefunding balance elected to use to offset funding requirement 2018-05-31 0
Additional cash requirement 2018-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-05-31 496,627
Unpaid minimum required contributions for current year 2018-05-31 0
Unpaid minimum required contributions for all years 2018-05-31 0
2017: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-05-31 5,084,698
Acturial value of plan assets 2017-05-31 5,084,698
Funding target for retired participants and beneficiaries receiving payment 2017-05-31 71,155
Number of terminated vested participants 2017-05-31 6
Fundng target for terminated vested participants 2017-05-31 29,137
Active participant vested funding target 2017-05-31 4,133,536
Number of active participants 2017-05-31 43
Total funding liabilities for active participants 2017-05-31 4,176,530
Total participant count 2017-05-31 50
Total funding target for all participants 2017-05-31 4,276,822
Balance at beginning of prior year after applicable adjustments 2017-05-31 964
Prefunding balance at beginning of prior year after applicable adjustments 2017-05-31 1,178,568
Carryover balanced portion elected for use to offset prior years funding requirement 2017-05-31 0
Prefunding balanced used to offset prior years funding requirement 2017-05-31 0
Amount remaining of carryover balance 2017-05-31 964
Amount remaining of prefunding balance 2017-05-31 1,178,568
Present value of excess contributions 2017-05-31 676,627
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-05-31 718,375
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-05-31 0
Reductions in caryover balances due to elections or deemed elections 2017-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-05-31 0
Balance of carryovers at beginning of current year 2017-05-31 988
Balance of prefunding at beginning of current year 2017-05-31 1,207,325
Total employer contributions 2017-05-31 864,397
Total employee contributions 2017-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-05-31 821,680
Unpaid minimum required contributions for all prior years 2017-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-05-31 0
Remaining amount of unpaid minimum required contributions 2017-05-31 0
Minimum required contributions for current year target normal cost 2017-05-31 330,480
Net shortfall amortization installment of oustanding balance 2017-05-31 0
Waiver amortization installment 2017-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-05-31 330,480
Carryover balance elected to use to offset funding requirement 2017-05-31 0
Prefunding balance elected to use to offset funding requirement 2017-05-31 0
Additional cash requirement 2017-05-31 330,480
Contributions allocatedtoward minimum required contributions for current year 2017-05-31 821,680
Unpaid minimum required contributions for current year 2017-05-31 0
Unpaid minimum required contributions for all years 2017-05-31 0
2013: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-06-01 53
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 51
Number of retired or separated participants receiving benefits 2013-06-01 1
Number of other retired or separated participants entitled to future benefits 2013-06-01 2
Total of all active and inactive participants 2013-06-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 3
2012: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-06-01 49
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 51
Number of retired or separated participants receiving benefits 2012-06-01 1
Number of other retired or separated participants entitled to future benefits 2012-06-01 1
Total of all active and inactive participants 2012-06-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 4
2011: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-06-01 57
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 47
Number of retired or separated participants receiving benefits 2011-06-01 1
Number of other retired or separated participants entitled to future benefits 2011-06-01 1
Total of all active and inactive participants 2011-06-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 5
2010: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-06-01 51
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 44
Number of retired or separated participants receiving benefits 2010-06-01 1
Number of other retired or separated participants entitled to future benefits 2010-06-01 1
Total of all active and inactive participants 2010-06-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 0
Total participants 2010-06-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 1
2009: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-06-01 52
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 45
Number of retired or separated participants receiving benefits 2009-06-01 1
Number of other retired or separated participants entitled to future benefits 2009-06-01 1
Total of all active and inactive participants 2009-06-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 3

Measure	Date	Value
2023: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2023 401k membership
Market value of plan assets	2023-05-31	5,579,710
Acturial value of plan assets	2023-05-31	5,579,710
Funding target for retired participants and beneficiaries receiving payment	2023-05-31	55,718
Number of terminated vested participants	2023-05-31	5
Fundng target for terminated vested participants	2023-05-31	241,509
Active participant vested funding target	2023-05-31	4,770,561
Number of active participants	2023-05-31	24
Total funding liabilities for active participants	2023-05-31	4,770,561
Total participant count	2023-05-31	30
Total funding target for all participants	2023-05-31	5,067,788
Balance at beginning of prior year after applicable adjustments	2023-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-05-31	813,923
Carryover balanced portion elected for use to offset prior years funding requirement	2023-05-31	0
Prefunding balanced used to offset prior years funding requirement	2023-05-31	0
Amount remaining of carryover balance	2023-05-31	0
Amount remaining of prefunding balance	2023-05-31	813,923
Present value of excess contributions	2023-05-31	240,321
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-05-31	254,067
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-05-31	0
Reductions in caryover balances due to elections or deemed elections	2023-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-05-31	0
Balance of carryovers at beginning of current year	2023-05-31	0
Balance of prefunding at beginning of current year	2023-05-31	794,389
Total employer contributions	2023-05-31	412,271
Contributions allocated toward unpaid minimum require contributions from prior years	2023-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-05-31	387,561
Unpaid minimum required contributions for all prior years	2023-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-05-31	0
Remaining amount of unpaid minimum required contributions	2023-05-31	0
Minimum required contributions for current year target normal cost	2023-05-31	387,553
Net shortfall amortization installment of oustanding balance	2023-05-31	0
Waiver amortization installment	2023-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-05-31	387,553
Carryover balance elected to use to offset funding requirement	2023-05-31	0
Prefunding balance elected to use to offset funding requirement	2023-05-31	0
Additional cash requirement	2023-05-31	387,553
Contributions allocatedtoward minimum required contributions for current year	2023-05-31	387,561
Unpaid minimum required contributions for current year	2023-05-31	0
Unpaid minimum required contributions for all years	2023-05-31	0
2022: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2022 401k membership
Market value of plan assets	2022-05-31	5,392,325
Acturial value of plan assets	2022-05-31	5,392,325
Funding target for retired participants and beneficiaries receiving payment	2022-05-31	58,987
Number of terminated vested participants	2022-05-31	5
Fundng target for terminated vested participants	2022-05-31	220,687
Active participant vested funding target	2022-05-31	4,225,674
Number of active participants	2022-05-31	25
Total funding liabilities for active participants	2022-05-31	4,225,674
Total participant count	2022-05-31	31
Total funding target for all participants	2022-05-31	4,505,348
Balance at beginning of prior year after applicable adjustments	2022-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-05-31	747,130
Carryover balanced portion elected for use to offset prior years funding requirement	2022-05-31	0
Prefunding balanced used to offset prior years funding requirement	2022-05-31	0
Amount remaining of carryover balance	2022-05-31	0
Amount remaining of prefunding balance	2022-05-31	747,130
Present value of excess contributions	2022-05-31	326,028
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-05-31	344,090
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-05-31	0
Reductions in caryover balances due to elections or deemed elections	2022-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-05-31	0
Balance of carryovers at beginning of current year	2022-05-31	0
Balance of prefunding at beginning of current year	2022-05-31	813,923
Total employer contributions	2022-05-31	600,000
Total employee contributions	2022-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-05-31	561,666
Unpaid minimum required contributions for all prior years	2022-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-05-31	0
Remaining amount of unpaid minimum required contributions	2022-05-31	0
Minimum required contributions for current year target normal cost	2022-05-31	394,399
Net shortfall amortization installment of oustanding balance	2022-05-31	0
Waiver amortization installment	2022-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-05-31	321,345
Carryover balance elected to use to offset funding requirement	2022-05-31	0
Prefunding balance elected to use to offset funding requirement	2022-05-31	0
Additional cash requirement	2022-05-31	321,345
Contributions allocatedtoward minimum required contributions for current year	2022-05-31	561,666
Unpaid minimum required contributions for current year	2022-05-31	0
Unpaid minimum required contributions for all years	2022-05-31	0
2021: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-05-31	5,810,471
Acturial value of plan assets	2021-05-31	5,810,471
Funding target for retired participants and beneficiaries receiving payment	2021-05-31	63,642
Number of terminated vested participants	2021-05-31	8
Fundng target for terminated vested participants	2021-05-31	419,614
Active participant vested funding target	2021-05-31	4,449,534
Number of active participants	2021-05-31	27
Total funding liabilities for active participants	2021-05-31	4,449,534
Total participant count	2021-05-31	36
Total funding target for all participants	2021-05-31	4,932,790
Balance at beginning of prior year after applicable adjustments	2021-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-05-31	708,449
Carryover balanced portion elected for use to offset prior years funding requirement	2021-05-31	0
Prefunding balanced used to offset prior years funding requirement	2021-05-31	0
Amount remaining of carryover balance	2021-05-31	0
Amount remaining of prefunding balance	2021-05-31	708,449
Present value of excess contributions	2021-05-31	206,324
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-05-31	218,002
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-05-31	0
Reductions in caryover balances due to elections or deemed elections	2021-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-05-31	0
Balance of carryovers at beginning of current year	2021-05-31	0
Balance of prefunding at beginning of current year	2021-05-31	747,130
Total employer contributions	2021-05-31	600,000
Total employee contributions	2021-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-05-31	562,667
Unpaid minimum required contributions for all prior years	2021-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-05-31	0
Remaining amount of unpaid minimum required contributions	2021-05-31	0
Minimum required contributions for current year target normal cost	2021-05-31	367,190
Net shortfall amortization installment of oustanding balance	2021-05-31	0
Waiver amortization installment	2021-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-05-31	236,639
Carryover balance elected to use to offset funding requirement	2021-05-31	0
Prefunding balance elected to use to offset funding requirement	2021-05-31	0
Additional cash requirement	2021-05-31	236,639
Contributions allocatedtoward minimum required contributions for current year	2021-05-31	562,667
Unpaid minimum required contributions for current year	2021-05-31	0
Unpaid minimum required contributions for all years	2021-05-31	0
2020: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-05-31	6,077,376
Acturial value of plan assets	2020-05-31	6,077,376
Funding target for retired participants and beneficiaries receiving payment	2020-05-31	66,432
Number of terminated vested participants	2020-05-31	6
Fundng target for terminated vested participants	2020-05-31	196,345
Active participant vested funding target	2020-05-31	5,106,150
Number of active participants	2020-05-31	32
Total funding liabilities for active participants	2020-05-31	5,106,150
Total participant count	2020-05-31	39
Total funding target for all participants	2020-05-31	5,368,927
Balance at beginning of prior year after applicable adjustments	2020-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-05-31	809,804
Carryover balanced portion elected for use to offset prior years funding requirement	2020-05-31	0
Prefunding balanced used to offset prior years funding requirement	2020-05-31	0
Amount remaining of carryover balance	2020-05-31	0
Amount remaining of prefunding balance	2020-05-31	809,804
Present value of excess contributions	2020-05-31	243,687
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-05-31	257,918
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-05-31	0
Reductions in caryover balances due to elections or deemed elections	2020-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-05-31	130,346
Balance of carryovers at beginning of current year	2020-05-31	0
Balance of prefunding at beginning of current year	2020-05-31	708,449
Total employer contributions	2020-05-31	600,000
Total employee contributions	2020-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-05-31	562,129
Unpaid minimum required contributions for all prior years	2020-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-05-31	0
Remaining amount of unpaid minimum required contributions	2020-05-31	0
Minimum required contributions for current year target normal cost	2020-05-31	355,805
Net shortfall amortization installment of oustanding balance	2020-05-31	0
Waiver amortization installment	2020-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-05-31	355,805
Carryover balance elected to use to offset funding requirement	2020-05-31	0
Prefunding balance elected to use to offset funding requirement	2020-05-31	0
Additional cash requirement	2020-05-31	355,805
Contributions allocatedtoward minimum required contributions for current year	2020-05-31	562,129
Unpaid minimum required contributions for current year	2020-05-31	0
Unpaid minimum required contributions for all years	2020-05-31	0
2019: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-05-31	5,747,441
Acturial value of plan assets	2019-05-31	5,747,441
Funding target for retired participants and beneficiaries receiving payment	2019-05-31	67,016
Number of terminated vested participants	2019-05-31	10
Fundng target for terminated vested participants	2019-05-31	510,333
Active participant vested funding target	2019-05-31	4,314,845
Number of active participants	2019-05-31	33
Total funding liabilities for active participants	2019-05-31	4,350,321
Total participant count	2019-05-31	44
Total funding target for all participants	2019-05-31	4,927,670
Balance at beginning of prior year after applicable adjustments	2019-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-05-31	786,370
Carryover balanced portion elected for use to offset prior years funding requirement	2019-05-31	0
Prefunding balanced used to offset prior years funding requirement	2019-05-31	0
Amount remaining of carryover balance	2019-05-31	0
Amount remaining of prefunding balance	2019-05-31	786,370
Present value of excess contributions	2019-05-31	496,627
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-05-31	526,574
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-05-31	0
Reductions in caryover balances due to elections or deemed elections	2019-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-05-31	0
Balance of carryovers at beginning of current year	2019-05-31	0
Balance of prefunding at beginning of current year	2019-05-31	809,804
Total employer contributions	2019-05-31	589,114
Total employee contributions	2019-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-05-31	550,409
Unpaid minimum required contributions for all prior years	2019-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-05-31	0
Remaining amount of unpaid minimum required contributions	2019-05-31	0
Minimum required contributions for current year target normal cost	2019-05-31	316,689
Net shortfall amortization installment of oustanding balance	2019-05-31	0
Waiver amortization installment	2019-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-05-31	306,722
Carryover balance elected to use to offset funding requirement	2019-05-31	0
Prefunding balance elected to use to offset funding requirement	2019-05-31	0
Additional cash requirement	2019-05-31	306,722
Contributions allocatedtoward minimum required contributions for current year	2019-05-31	550,409
Unpaid minimum required contributions for current year	2019-05-31	0
Unpaid minimum required contributions for all years	2019-05-31	0
2018: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-05-31	5,897,565
Acturial value of plan assets	2018-05-31	5,897,565
Funding target for retired participants and beneficiaries receiving payment	2018-05-31	69,150
Number of terminated vested participants	2018-05-31	8
Fundng target for terminated vested participants	2018-05-31	410,561
Active participant vested funding target	2018-05-31	4,245,489
Number of active participants	2018-05-31	39
Total funding liabilities for active participants	2018-05-31	4,280,482
Total participant count	2018-05-31	48
Total funding target for all participants	2018-05-31	4,760,193
Balance at beginning of prior year after applicable adjustments	2018-05-31	988
Prefunding balance at beginning of prior year after applicable adjustments	2018-05-31	1,207,325
Carryover balanced portion elected for use to offset prior years funding requirement	2018-05-31	0
Prefunding balanced used to offset prior years funding requirement	2018-05-31	0
Amount remaining of carryover balance	2018-05-31	988
Amount remaining of prefunding balance	2018-05-31	1,207,325
Present value of excess contributions	2018-05-31	491,200
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-05-31	520,672
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-05-31	0
Reductions in caryover balances due to elections or deemed elections	2018-05-31	1,046
Reductions in prefunding balances due to elections or deemed elections	2018-05-31	491,221
Balance of carryovers at beginning of current year	2018-05-31	0
Balance of prefunding at beginning of current year	2018-05-31	786,370
Total employer contributions	2018-05-31	532,354
Total employee contributions	2018-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-05-31	496,627
Unpaid minimum required contributions for all prior years	2018-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-05-31	0
Remaining amount of unpaid minimum required contributions	2018-05-31	0
Minimum required contributions for current year target normal cost	2018-05-31	351,002
Net shortfall amortization installment of oustanding balance	2018-05-31	0
Waiver amortization installment	2018-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-05-31	0
Carryover balance elected to use to offset funding requirement	2018-05-31	0
Prefunding balance elected to use to offset funding requirement	2018-05-31	0
Additional cash requirement	2018-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-05-31	496,627
Unpaid minimum required contributions for current year	2018-05-31	0
Unpaid minimum required contributions for all years	2018-05-31	0
2017: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-05-31	5,084,698
Acturial value of plan assets	2017-05-31	5,084,698
Funding target for retired participants and beneficiaries receiving payment	2017-05-31	71,155
Number of terminated vested participants	2017-05-31	6
Fundng target for terminated vested participants	2017-05-31	29,137
Active participant vested funding target	2017-05-31	4,133,536
Number of active participants	2017-05-31	43
Total funding liabilities for active participants	2017-05-31	4,176,530
Total participant count	2017-05-31	50
Total funding target for all participants	2017-05-31	4,276,822
Balance at beginning of prior year after applicable adjustments	2017-05-31	964
Prefunding balance at beginning of prior year after applicable adjustments	2017-05-31	1,178,568
Carryover balanced portion elected for use to offset prior years funding requirement	2017-05-31	0
Prefunding balanced used to offset prior years funding requirement	2017-05-31	0
Amount remaining of carryover balance	2017-05-31	964
Amount remaining of prefunding balance	2017-05-31	1,178,568
Present value of excess contributions	2017-05-31	676,627
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-05-31	718,375
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-05-31	0
Reductions in caryover balances due to elections or deemed elections	2017-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-05-31	0
Balance of carryovers at beginning of current year	2017-05-31	988
Balance of prefunding at beginning of current year	2017-05-31	1,207,325
Total employer contributions	2017-05-31	864,397
Total employee contributions	2017-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-05-31	821,680
Unpaid minimum required contributions for all prior years	2017-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-05-31	0
Remaining amount of unpaid minimum required contributions	2017-05-31	0
Minimum required contributions for current year target normal cost	2017-05-31	330,480
Net shortfall amortization installment of oustanding balance	2017-05-31	0
Waiver amortization installment	2017-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-05-31	330,480
Carryover balance elected to use to offset funding requirement	2017-05-31	0
Prefunding balance elected to use to offset funding requirement	2017-05-31	0
Additional cash requirement	2017-05-31	330,480
Contributions allocatedtoward minimum required contributions for current year	2017-05-31	821,680
Unpaid minimum required contributions for current year	2017-05-31	0
Unpaid minimum required contributions for all years	2017-05-31	0
2013: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-06-01	53
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	51
Number of retired or separated participants receiving benefits	2013-06-01	1
Number of other retired or separated participants entitled to future benefits	2013-06-01	2
Total of all active and inactive participants	2013-06-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	3
2012: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-06-01	49
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	51
Number of retired or separated participants receiving benefits	2012-06-01	1
Number of other retired or separated participants entitled to future benefits	2012-06-01	1
Total of all active and inactive participants	2012-06-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	4
2011: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-06-01	57
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	47
Number of retired or separated participants receiving benefits	2011-06-01	1
Number of other retired or separated participants entitled to future benefits	2011-06-01	1
Total of all active and inactive participants	2011-06-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	5
2010: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-06-01	51
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	44
Number of retired or separated participants receiving benefits	2010-06-01	1
Number of other retired or separated participants entitled to future benefits	2010-06-01	1
Total of all active and inactive participants	2010-06-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	0
Total participants	2010-06-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	1
2009: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-06-01	52
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	45
Number of retired or separated participants receiving benefits	2009-06-01	1
Number of other retired or separated participants entitled to future benefits	2009-06-01	1
Total of all active and inactive participants	2009-06-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	3

Financial Data on HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST

Measure	Date	Value
2014 : HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-05-31	$681,010
Expenses. Total of all expenses incurred	2014-05-31	$784,410
Benefits paid (including direct rollovers)	2014-05-31	$784,410
Total plan assets at end of year	2014-05-31	$5,925,514
Total plan assets at beginning of year	2014-05-31	$6,028,914
Value of fidelity bond covering the plan	2014-05-31	$3,000,000
Other income received	2014-05-31	$181,010
Net income (gross income less expenses)	2014-05-31	$-103,400
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$5,925,514
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$6,028,914
Total contributions received or receivable from employer(s)	2014-05-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
2013 : HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-05-31	$580,641
Expenses. Total of all expenses incurred	2013-05-31	$13,452
Benefits paid (including direct rollovers)	2013-05-31	$13,452
Total plan assets at end of year	2013-05-31	$6,028,914
Total plan assets at beginning of year	2013-05-31	$5,461,725
Value of fidelity bond covering the plan	2013-05-31	$3,000,000
Other income received	2013-05-31	$280,641
Net income (gross income less expenses)	2013-05-31	$567,189
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$6,028,914
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$5,461,725
Total contributions received or receivable from employer(s)	2013-05-31	$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
2012 : HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-05-31	$561,076
Expenses. Total of all expenses incurred	2012-05-31	$76,515
Benefits paid (including direct rollovers)	2012-05-31	$76,515
Total plan assets at end of year	2012-05-31	$5,461,725
Total plan assets at beginning of year	2012-05-31	$4,977,164
Value of fidelity bond covering the plan	2012-05-31	$3,000,000
Other income received	2012-05-31	$311,076
Net income (gross income less expenses)	2012-05-31	$484,561
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$5,461,725
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$4,977,164
Total contributions received or receivable from employer(s)	2012-05-31	$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
2011 : HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-05-31	$560,706
Expenses. Total of all expenses incurred	2011-05-31	$175,351
Benefits paid (including direct rollovers)	2011-05-31	$175,351
Total plan assets at end of year	2011-05-31	$4,977,164
Total plan assets at beginning of year	2011-05-31	$4,591,809
Value of fidelity bond covering the plan	2011-05-31	$3,000,000
Other income received	2011-05-31	$310,706
Net income (gross income less expenses)	2011-05-31	$385,355
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$4,977,164
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$4,591,809
Total contributions received or receivable from employer(s)	2011-05-31	$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
2010 : HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0

Form 5500 Responses for HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST

2013: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: HOME FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES PENSION PLAN & TRUST 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	HOME FEDERAL SAVINGS & LOAN ASSOC OF GI
Employer identification number (EIN):	470465799
NAIC Classification:	522120
NAIC Description:	Savings Institutions