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Plan Name | HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2016-01-01 | ||||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | ||||
002 | 2013-01-01 | ||||
002 | 2012-01-01 | VICKI GABERT | VICKI GABERT | 2013-07-30 | |
002 | 2011-01-01 | VICKI GABERT | VICKI GABERT | 2012-07-24 | |
002 | 2010-01-01 | VICKI GABERT | VICKI GABERT | 2011-08-01 | |
002 | 2009-01-01 | JEFFREY FEUSSNER | JEFFREY FEUSSNER | 2010-07-30 |
Measure | Date | Value |
---|---|---|
2016: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 18 |
Total of all active and inactive participants | 2015-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 19 |
Number of participants with account balances | 2015-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 13 |
Total of all active and inactive participants | 2014-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 20 |
Number of participants with account balances | 2014-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 19 |
Number of participants with account balances | 2013-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 21 |
Number of participants with account balances | 2012-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 10 |
Total of all active and inactive participants | 2011-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 20 |
Number of participants with account balances | 2011-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 11 |
Total of all active and inactive participants | 2010-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 19 |
Number of participants with account balances | 2010-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9 |
Total of all active and inactive participants | 2009-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 18 |
Number of participants with account balances | 2009-01-01 | 18 |
Measure | Date | Value |
---|---|---|
2016 : HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Total income from all sources | 2016-10-31 | $603 |
Expenses. Total of all expenses incurred | 2016-10-31 | $2,385,380 |
Benefits paid (including direct rollovers) | 2016-10-31 | $2,385,380 |
Total plan assets at end of year | 2016-10-31 | $0 |
Total plan assets at beginning of year | 2016-10-31 | $2,384,777 |
Value of fidelity bond covering the plan | 2016-10-31 | $500,000 |
Other income received | 2016-10-31 | $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 securities | 2016-10-31 | $0 |
2015 : HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $1,435,719 |
Expenses. Total of all expenses incurred | 2015-12-31 | $2,912,235 |
Benefits paid (including direct rollovers) | 2015-12-31 | $2,912,235 |
Total plan assets at end of year | 2015-12-31 | $2,384,777 |
Total plan assets at beginning of year | 2015-12-31 | $3,861,293 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Other income received | 2015-12-31 | $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 securities | 2015-12-31 | $2,099,759 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $49,919 |
2014 : HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $3,048,089 |
Expenses. Total of all expenses incurred | 2014-12-31 | $3,752,823 |
Benefits paid (including direct rollovers) | 2014-12-31 | $3,752,663 |
Total plan assets at end of year | 2014-12-31 | $3,861,293 |
Total plan assets at beginning of year | 2014-12-31 | $4,566,027 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $160 |
Other income received | 2014-12-31 | $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 securities | 2014-12-31 | $3,675,177 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $116,000 |
2013 : HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $1,215,314 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,142,775 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,142,648 |
Total plan assets at end of year | 2013-12-31 | $4,566,027 |
Total plan assets at beginning of year | 2013-12-31 | $4,493,488 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Other income received | 2013-12-31 | $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 securities | 2013-12-31 | $4,565,095 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $110,750 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $127 |
2012 : HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Total plan liabilities at beginning of year | 2012-12-31 | $87,084 |
Total income from all sources | 2012-12-31 | $617,741 |
Expenses. Total of all expenses incurred | 2012-12-31 | $331,337 |
Benefits paid (including direct rollovers) | 2012-12-31 | $325,042 |
Total plan assets at end of year | 2012-12-31 | $4,493,488 |
Total plan assets at beginning of year | 2012-12-31 | $4,294,168 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $6,295 |
Other income received | 2012-12-31 | $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 securities | 2012-12-31 | $4,492,981 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $141,200 |
2011 : HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $87,084 |
Total plan liabilities at beginning of year | 2011-12-31 | $172,234 |
Total income from all sources | 2011-12-31 | $433,710 |
Expenses. Total of all expenses incurred | 2011-12-31 | $384,364 |
Benefits paid (including direct rollovers) | 2011-12-31 | $371,913 |
Total plan assets at end of year | 2011-12-31 | $4,294,168 |
Total plan assets at beginning of year | 2011-12-31 | $4,329,972 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $12,451 |
Other income received | 2011-12-31 | $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 securities | 2011-12-31 | $4,293,645 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $149,516 |
2010 : HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $172,234 |
Total plan liabilities at beginning of year | 2010-12-31 | $255,065 |
Total income from all sources | 2010-12-31 | $-169,150 |
Expenses. Total of all expenses incurred | 2010-12-31 | $350,629 |
Benefits paid (including direct rollovers) | 2010-12-31 | $335,862 |
Total plan assets at end of year | 2010-12-31 | $4,329,972 |
Total plan assets at beginning of year | 2010-12-31 | $4,932,582 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $14,767 |
Other income received | 2010-12-31 | $-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 securities | 2010-12-31 | $4,314,758 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $151,427 |
2016: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | Yes |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |