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403(B) THRIFT PLAN OF HOMEWARD BOUND 401k Plan overview

Plan Name403(B) THRIFT PLAN OF HOMEWARD BOUND
Plan identification number 001

403(B) THRIFT PLAN OF HOMEWARD BOUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

HOMEWARD BOUND has sponsored the creation of one or more 401k plans.

Company Name:HOMEWARD BOUND
Employer identification number (EIN):860660875
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF HOMEWARD BOUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01HEATHER JOSOWITZALLEN2024-01-25
0012021-07-01HEATHER JOSOWITZALLEN2023-10-11
0012020-07-01HEATHER JOSOWITZALLEN2022-02-03
0012019-07-01HEATHER JOSOWITZALLEN2020-09-25
0012017-07-01HEATHER JOSOWITZALLEN2018-11-20
0012015-07-01HEATHER JOSOWITZ ALLEN2017-04-04 HEATHER JOSOWITZ ALLEN2017-04-04
0012013-07-01VALISHA LEWIS2014-12-08 VALISHA LEWIS2014-12-08
0012012-07-01VALISHA LEWIS2014-01-24 VALISHA LEWIS2014-01-24
0012011-07-01VALISHA LEWIS2013-01-15 VALISHA LEWIS2013-01-15
0012010-07-01VALISHA LEWIS2011-10-25 VALISHA LEWIS2011-10-25

Plan Statistics for 403(B) THRIFT PLAN OF HOMEWARD BOUND

401k plan membership statisitcs for 403(B) THRIFT PLAN OF HOMEWARD BOUND

Measure Date Value
2025: 403(B) THRIFT PLAN OF HOMEWARD BOUND 2025 401k membership
Total number of particpants at beginning of year2025-04-1510
Total number of particpants at end of year2025-04-155
Number of Participants With Account Balances2025-04-155
2023: 403(B) THRIFT PLAN OF HOMEWARD BOUND 2023 401k membership
Total number of particpants at beginning of year2023-10-1110
Total number of particpants at end of year2023-10-1110
Number of Participants With Account Balances2023-10-1110

Financial Data on 403(B) THRIFT PLAN OF HOMEWARD BOUND

Measure Date Value
2025 : 403(B) THRIFT PLAN OF HOMEWARD BOUND 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-150
Total liabilities as of the end of the plan year2025-04-150
Total liabilities as of the beginning of the plan year2025-04-150
Total expenses incurred by plan in this plan year2025-04-15491511
Net assets as of the end of the plan year2025-04-15274750
Total assets as of the beginning of the plan year2025-04-15666424
Value of plan covered by a fidelity bond2025-04-1570000
Participant contributions to plan in this plan year2025-04-1512550
Other expenses paid from plan in this plan year2025-04-150
Other contributions to plan in this plan year2025-04-150
Other income to plan in this plan year2025-04-1587287
Plan net income in this plan year2025-04-15-391674
Net assets as of the end of the plan year2025-04-15274750
Net assets as of the beginning of the plan year2025-04-15666424
Employer contributions to plan in this plan year2025-04-150
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1538
2023 : 403(B) THRIFT PLAN OF HOMEWARD BOUND 2023 401k financial data
Total transfers to/from plan in this plan year2023-10-110
Total liabilities as of the end of the plan year2023-10-110
Total liabilities as of the beginning of the plan year2023-10-110
Total expenses incurred by plan in this plan year2023-10-1118337
Net assets as of the end of the plan year2023-10-11566673
Total assets as of the beginning of the plan year2023-10-11641910
Value of plan covered by a fidelity bond2023-10-11500000
Participant contributions to plan in this plan year2023-10-1135365
Other expenses paid from plan in this plan year2023-10-110
Other contributions to plan in this plan year2023-10-110
Other income to plan in this plan year2023-10-11-92265
Plan net income in this plan year2023-10-11-75237
Net assets as of the end of the plan year2023-10-11566673
Net assets as of the beginning of the plan year2023-10-11641910
Employer contributions to plan in this plan year2023-10-110
Fees paid to broker by Benefit Provider2023-10-11457
Expensese paid to adminstrative service provicers from plan in this plan year2023-10-1172

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