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401k Plan overview

Plan NameHOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

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

    Company Name:HOMESTEAD DESIGN, INC.
    Employer identification number (EIN):030263636
    NAIC Classification:236110

    Additional information about HOMESTEAD DESIGN, INC.

    Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
    Incorporation Date: 1977-04-06
    Company Identification Number: 73214
    Legal Registered Office Address: 8 CARMICHAEL STREET #101

    ESSEX JCT.
    United States of America (USA)
    05452

    More information about HOMESTEAD DESIGN, INC.

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0022016-01-01
    0022015-01-01
    0022014-01-01
    0022013-01-01
    0022012-01-01VICKI GABERT VICKI GABERT2013-07-30
    0022011-01-01VICKI GABERT VICKI GABERT2012-07-24
    0022010-01-01VICKI GABERT VICKI GABERT2011-08-01
    0022009-01-01JEFFREY FEUSSNER JEFFREY FEUSSNER2010-07-30

    Plan Statistics for HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

    401k plan membership statisitcs for HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

    Measure Date Value
    2016
    Total participants, beginning-of-year2016-01-0121
    Total number of active participants reported on line 7a of the Form 55002016-01-010
    Number of retired or separated participants receiving benefits2016-01-010
    Number of other retired or separated participants entitled to future benefits2016-01-010
    Total of all active and inactive participants2016-01-010
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
    Total participants2016-01-010
    Number of participants with account balances2016-01-010
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
    2015
    Total participants, beginning-of-year2015-01-0120
    Total number of active participants reported on line 7a of the Form 55002015-01-010
    Number of retired or separated participants receiving benefits2015-01-010
    Number of other retired or separated participants entitled to future benefits2015-01-0118
    Total of all active and inactive participants2015-01-0118
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
    Total participants2015-01-0119
    Number of participants with account balances2015-01-0119
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
    2014
    Total participants, beginning-of-year2014-01-0119
    Total number of active participants reported on line 7a of the Form 55002014-01-016
    Number of retired or separated participants receiving benefits2014-01-010
    Number of other retired or separated participants entitled to future benefits2014-01-0113
    Total of all active and inactive participants2014-01-0119
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
    Total participants2014-01-0120
    Number of participants with account balances2014-01-0120
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
    2013
    Total participants, beginning-of-year2013-01-0121
    Total number of active participants reported on line 7a of the Form 55002013-01-015
    Number of retired or separated participants receiving benefits2013-01-019
    Number of other retired or separated participants entitled to future benefits2013-01-014
    Total of all active and inactive participants2013-01-0118
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
    Total participants2013-01-0119
    Number of participants with account balances2013-01-0119
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
    2012
    Total participants, beginning-of-year2012-01-0121
    Total number of active participants reported on line 7a of the Form 55002012-01-017
    Number of retired or separated participants receiving benefits2012-01-012
    Number of other retired or separated participants entitled to future benefits2012-01-0111
    Total of all active and inactive participants2012-01-0120
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
    Total participants2012-01-0121
    Number of participants with account balances2012-01-0120
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
    2011
    Total participants, beginning-of-year2011-01-0120
    Total number of active participants reported on line 7a of the Form 55002011-01-018
    Number of retired or separated participants receiving benefits2011-01-011
    Number of other retired or separated participants entitled to future benefits2011-01-0110
    Total of all active and inactive participants2011-01-0119
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
    Total participants2011-01-0120
    Number of participants with account balances2011-01-0120
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
    2010
    Total participants, beginning-of-year2010-01-0118
    Total number of active participants reported on line 7a of the Form 55002010-01-016
    Number of retired or separated participants receiving benefits2010-01-011
    Number of other retired or separated participants entitled to future benefits2010-01-0111
    Total of all active and inactive participants2010-01-0118
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
    Total participants2010-01-0119
    Number of participants with account balances2010-01-0119
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
    2009
    Total participants, beginning-of-year2009-01-0119
    Total number of active participants reported on line 7a of the Form 55002009-01-018
    Number of retired or separated participants receiving benefits2009-01-011
    Number of other retired or separated participants entitled to future benefits2009-01-019
    Total of all active and inactive participants2009-01-0118
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
    Total participants2009-01-0118
    Number of participants with account balances2009-01-0118

    Financial Data on HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

    Measure Date Value
    2016
    Total income from all sources2016-10-31$603
    Expenses. Total of all expenses incurred2016-10-31$2,385,380
    Benefits paid (including direct rollovers)2016-10-31$2,385,380
    Total plan assets at end of year2016-10-31$0
    Total plan assets at beginning of year2016-10-31$2,384,777
    Value of fidelity bond covering the plan2016-10-31$500,000
    Other income received2016-10-31$603
    Net income (gross income less expenses)2016-10-31$-2,384,777
    Net plan assets at end of year (total assets less liabilities)2016-10-31$0
    Net plan assets at beginning of year (total assets less liabilities)2016-10-31$2,384,777
    Assets. Value of employer securities2016-10-31$0
    2015
    Total income from all sources2015-12-31$1,435,719
    Expenses. Total of all expenses incurred2015-12-31$2,912,235
    Benefits paid (including direct rollovers)2015-12-31$2,912,235
    Total plan assets at end of year2015-12-31$2,384,777
    Total plan assets at beginning of year2015-12-31$3,861,293
    Value of fidelity bond covering the plan2015-12-31$500,000
    Other income received2015-12-31$1,385,800
    Net income (gross income less expenses)2015-12-31$-1,476,516
    Net plan assets at end of year (total assets less liabilities)2015-12-31$2,384,777
    Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,861,293
    Assets. Value of employer securities2015-12-31$2,099,759
    Total contributions received or receivable from employer(s)2015-12-31$49,919
    2014
    Total income from all sources2014-12-31$3,048,089
    Expenses. Total of all expenses incurred2014-12-31$3,752,823
    Benefits paid (including direct rollovers)2014-12-31$3,752,663
    Total plan assets at end of year2014-12-31$3,861,293
    Total plan assets at beginning of year2014-12-31$4,566,027
    Value of fidelity bond covering the plan2014-12-31$1,000,000
    Expenses. Other expenses not covered elsewhere2014-12-31$160
    Other income received2014-12-31$2,932,089
    Net income (gross income less expenses)2014-12-31$-704,734
    Net plan assets at end of year (total assets less liabilities)2014-12-31$3,861,293
    Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,566,027
    Assets. Value of employer securities2014-12-31$3,675,177
    Total contributions received or receivable from employer(s)2014-12-31$116,000
    2013
    Total income from all sources2013-12-31$1,215,314
    Expenses. Total of all expenses incurred2013-12-31$1,142,775
    Benefits paid (including direct rollovers)2013-12-31$1,142,648
    Total plan assets at end of year2013-12-31$4,566,027
    Total plan assets at beginning of year2013-12-31$4,493,488
    Value of fidelity bond covering the plan2013-12-31$1,000,000
    Other income received2013-12-31$1,104,564
    Net income (gross income less expenses)2013-12-31$72,539
    Net plan assets at end of year (total assets less liabilities)2013-12-31$4,566,027
    Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,493,488
    Assets. Value of employer securities2013-12-31$4,565,095
    Total contributions received or receivable from employer(s)2013-12-31$110,750
    Value of certain deemed distributions of participant loans2013-12-31$0
    Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$127
    2012
    Total plan liabilities at beginning of year2012-12-31$87,084
    Total income from all sources2012-12-31$617,741
    Expenses. Total of all expenses incurred2012-12-31$331,337
    Benefits paid (including direct rollovers)2012-12-31$325,042
    Total plan assets at end of year2012-12-31$4,493,488
    Total plan assets at beginning of year2012-12-31$4,294,168
    Value of fidelity bond covering the plan2012-12-31$1,000,000
    Expenses. Other expenses not covered elsewhere2012-12-31$6,295
    Other income received2012-12-31$476,541
    Net income (gross income less expenses)2012-12-31$286,404
    Net plan assets at end of year (total assets less liabilities)2012-12-31$4,493,488
    Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,207,084
    Assets. Value of employer securities2012-12-31$4,492,981
    Total contributions received or receivable from employer(s)2012-12-31$141,200
    2011
    Total plan liabilities at end of year2011-12-31$87,084
    Total plan liabilities at beginning of year2011-12-31$172,234
    Total income from all sources2011-12-31$433,710
    Expenses. Total of all expenses incurred2011-12-31$384,364
    Benefits paid (including direct rollovers)2011-12-31$371,913
    Total plan assets at end of year2011-12-31$4,294,168
    Total plan assets at beginning of year2011-12-31$4,329,972
    Value of fidelity bond covering the plan2011-12-31$1,000,000
    Expenses. Other expenses not covered elsewhere2011-12-31$12,451
    Other income received2011-12-31$284,194
    Net income (gross income less expenses)2011-12-31$49,346
    Net plan assets at end of year (total assets less liabilities)2011-12-31$4,207,084
    Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,157,738
    Assets. Value of employer securities2011-12-31$4,293,645
    Total contributions received or receivable from employer(s)2011-12-31$149,516
    2010
    Total plan liabilities at end of year2010-12-31$172,234
    Total plan liabilities at beginning of year2010-12-31$255,065
    Total income from all sources2010-12-31$-169,150
    Expenses. Total of all expenses incurred2010-12-31$350,629
    Benefits paid (including direct rollovers)2010-12-31$335,862
    Total plan assets at end of year2010-12-31$4,329,972
    Total plan assets at beginning of year2010-12-31$4,932,582
    Value of fidelity bond covering the plan2010-12-31$1,000,000
    Expenses. Other expenses not covered elsewhere2010-12-31$14,767
    Other income received2010-12-31$-320,577
    Net income (gross income less expenses)2010-12-31$-519,779
    Net plan assets at end of year (total assets less liabilities)2010-12-31$4,157,738
    Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,677,517
    Assets. Value of employer securities2010-12-31$4,314,758
    Total contributions received or receivable from employer(s)2010-12-31$151,427

    Form 5500 Responses

    2016
    2016-01-01Type of plan entitySingle employer plan
    2016-01-01Submission has been amendedNo
    2016-01-01This submission is the final filingYes
    2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
    2016-01-01Plan is a collectively bargained planNo
    2016-01-01Plan funding arrangement – TrustYes
    2016-01-01Plan benefit arrangement - TrustYes
    2015
    2015-01-01Type of plan entitySingle employer plan
    2015-01-01Submission has been amendedNo
    2015-01-01This submission is the final filingNo
    2015-01-01This return/report is a short plan year return/report (less than 12 months)No
    2015-01-01Plan is a collectively bargained planNo
    2015-01-01Plan funding arrangement – TrustYes
    2015-01-01Plan benefit arrangement - TrustYes
    2014
    2014-01-01Type of plan entitySingle employer plan
    2014-01-01Submission has been amendedNo
    2014-01-01This submission is the final filingNo
    2014-01-01This return/report is a short plan year return/report (less than 12 months)No
    2014-01-01Plan is a collectively bargained planNo
    2014-01-01Plan funding arrangement – TrustYes
    2014-01-01Plan benefit arrangement - TrustYes
    2013
    2013-01-01Type of plan entitySingle employer plan
    2013-01-01Submission has been amendedNo
    2013-01-01This submission is the final filingNo
    2013-01-01This return/report is a short plan year return/report (less than 12 months)No
    2013-01-01Plan is a collectively bargained planNo
    2013-01-01Plan funding arrangement – TrustYes
    2013-01-01Plan benefit arrangement - TrustYes
    2012
    2012-01-01Type of plan entitySingle employer plan
    2012-01-01Submission has been amendedNo
    2012-01-01This submission is the final filingNo
    2012-01-01This return/report is a short plan year return/report (less than 12 months)No
    2012-01-01Plan is a collectively bargained planNo
    2012-01-01Plan funding arrangement – TrustYes
    2012-01-01Plan benefit arrangement - TrustYes
    2011
    2011-01-01Type of plan entitySingle employer plan
    2011-01-01Submission has been amendedNo
    2011-01-01This submission is the final filingNo
    2011-01-01This return/report is a short plan year return/report (less than 12 months)No
    2011-01-01Plan is a collectively bargained planNo
    2011-01-01Plan funding arrangement – TrustYes
    2011-01-01Plan benefit arrangement - TrustYes
    2010
    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 – TrustYes
    2010-01-01Plan benefit arrangement - TrustYes
    2009
    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 – TrustYes
    2009-01-01Plan benefit arrangement - TrustYes

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