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HOMEWISE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHOMEWISE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

HOMEWISE, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HOMEWISE, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOMEWISE, INC.
Employer identification number (EIN):611897794
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOMEWISE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01ERIK TILLMAN
0012021-01-01
0012021-01-01ERIK TILLMAN
0012020-01-01
0012019-01-01
0012018-08-01

Financial Data on HOMEWISE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : HOMEWISE, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-74,098
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$35,217
Total plan assets at beginning of year2022-12-31$109,315
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-74,098
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-74,098
Net plan assets at end of year (total assets less liabilities)2022-12-31$35,217
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$109,315
Assets. Value of employer securities2022-12-31$25,185
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : HOMEWISE, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$-327,701
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$109,315
Total plan assets at beginning of year2021-12-31$437,016
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-327,701
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-327,701
Net plan assets at end of year (total assets less liabilities)2021-12-31$109,315
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$437,016
Assets. Value of employer securities2021-12-31$99,298
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : HOMEWISE, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$115,235
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$437,016
Total plan assets at beginning of year2020-12-31$321,781
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$115,235
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$115,235
Net plan assets at end of year (total assets less liabilities)2020-12-31$437,016
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$321,781
Assets. Value of employer securities2020-12-31$427,000
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : HOMEWISE, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$197,544
Expenses. Total of all expenses incurred2019-12-31$10,075
Benefits paid (including direct rollovers)2019-12-31$10,000
Total plan assets at end of year2019-12-31$321,781
Total plan assets at beginning of year2019-12-31$134,312
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$75
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$197,544
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$187,469
Net plan assets at end of year (total assets less liabilities)2019-12-31$321,781
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$134,312
Assets. Value of employer securities2019-12-31$311,773
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : HOMEWISE, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$134,337
Expenses. Total of all expenses incurred2018-12-31$25
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$134,312
Total plan assets at beginning of year2018-12-31$0
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$25
Contributions received from other sources (not participants or employers)2018-12-31$134,289
Other income received2018-12-31$48
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$134,312
Net plan assets at end of year (total assets less liabilities)2018-12-31$134,312
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Assets. Value of employer securities2018-12-31$100,000
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0

Form 5500 Responses for HOMEWISE, INC. 401(K) PROFIT SHARING PLAN

2022: HOMEWISE, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOMEWISE, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOMEWISE, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOMEWISE, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOMEWISE, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01First time form 5500 has been submittedYes
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement - TrustYes

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