401k Plan data: HOM ESSENCE PROFIT SHARING PLAN plan

HOM ESSENCE PROFIT SHARING PLAN 401k Plan overview

Plan Name	HOM ESSENCE PROFIT SHARING PLAN
Plan identification number	001

HOM ESSENCE PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

HOM ESSENCE has sponsored the creation of one or more 401k plans.

Company Name: HOM ESSENCE

Employer identification number (EIN): 201784348

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about HOM ESSENCE

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2679052

More information about HOM ESSENCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOM ESSENCE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01 LOREN MILLER 2021-04-23
001 2019-01-01 LOREN MILLER 2020-10-12
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 LOREN MILLER
001 2013-01-01 LOREN MILLER
001 2012-01-01 LOREN MILLER
001 2011-01-01 LOREN MILLER
001 2009-01-01 RICHARD GREEN

Financial Data on HOM ESSENCE PROFIT SHARING PLAN

Measure	Date	Value
2020 : HOM ESSENCE PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,085,297
Expenses. Total of all expenses incurred	2020-12-31	$245
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$6,682,886
Total plan assets at beginning of year	2020-12-31	$5,597,834
Value of fidelity bond covering the plan	2020-12-31	$559,783
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,085,297
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,085,052
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,682,886
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,597,834
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$245
2019 : HOM ESSENCE PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,234,002
Expenses. Total of all expenses incurred	2019-12-31	$750
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$5,597,834
Total plan assets at beginning of year	2019-12-31	$4,364,582
Value of fidelity bond covering the plan	2019-12-31	$436,459
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,234,002
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,233,252
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,597,834
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,364,582
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$750
2018 : HOM ESSENCE PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-432,769
Expenses. Total of all expenses incurred	2018-12-31	$1,883
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$4,364,582
Total plan assets at beginning of year	2018-12-31	$4,799,234
Value of fidelity bond covering the plan	2018-12-31	$479,924
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-432,769
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-434,652
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,364,582
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,799,234
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,883
2017 : HOM ESSENCE PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$2,570
Total income from all sources	2017-12-31	$329,248
Expenses. Total of all expenses incurred	2017-12-31	$111,545
Benefits paid (including direct rollovers)	2017-12-31	$111,420
Total plan assets at end of year	2017-12-31	$4,799,234
Total plan assets at beginning of year	2017-12-31	$4,584,101
Value of fidelity bond covering the plan	2017-12-31	$458,154
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$125
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$329,248
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$217,703
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,799,234
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,581,531
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : HOM ESSENCE PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$2,570
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$2,934,108
Expenses. Total of all expenses incurred	2016-12-31	$59,937
Benefits paid (including direct rollovers)	2016-12-31	$55,047
Total plan assets at end of year	2016-12-31	$4,584,101
Total plan assets at beginning of year	2016-12-31	$1,707,360
Value of fidelity bond covering the plan	2016-12-31	$170,737
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$2,956,646
Other income received	2016-12-31	$-22,538
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$2,874,171
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,581,531
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,707,360
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : HOM ESSENCE PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-151,377
Expenses. Total of all expenses incurred	2015-12-31	$10,716
Benefits paid (including direct rollovers)	2015-12-31	$10,716
Total plan assets at end of year	2015-12-31	$1,707,360
Total plan assets at beginning of year	2015-12-31	$1,869,453
Value of fidelity bond covering the plan	2015-12-31	$186,946
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-169,783
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-162,093
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,707,360
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,869,453
Total contributions received or receivable from employer(s)	2015-12-31	$18,406
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : HOM ESSENCE PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$301,369
Expenses. Total of all expenses incurred	2014-12-31	$656
Benefits paid (including direct rollovers)	2014-12-31	$656
Total plan assets at end of year	2014-12-31	$1,869,453
Total plan assets at beginning of year	2014-12-31	$1,568,740
Value of fidelity bond covering the plan	2014-12-31	$156,874
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$279,708
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$300,713
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,869,453
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,568,740
Total contributions received or receivable from employer(s)	2014-12-31	$21,661
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : HOM ESSENCE PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$442,841
Expenses. Total of all expenses incurred	2013-12-31	$7,416
Benefits paid (including direct rollovers)	2013-12-31	$7,416
Total plan assets at end of year	2013-12-31	$1,568,740
Total plan assets at beginning of year	2013-12-31	$1,133,315
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$322,479
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$435,425
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,568,740
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,133,315
Total contributions received or receivable from employer(s)	2013-12-31	$120,362
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : HOM ESSENCE PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$336,608
Expenses. Total of all expenses incurred	2012-12-31	$6,513
Benefits paid (including direct rollovers)	2012-12-31	$6,513
Total plan assets at end of year	2012-12-31	$1,133,315
Total plan assets at beginning of year	2012-12-31	$803,220
Value of fidelity bond covering the plan	2012-12-31	$25,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$206,982
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$330,095
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,133,315
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$803,220
Total contributions received or receivable from employer(s)	2012-12-31	$129,626
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : HOM ESSENCE PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$198,681
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$803,220
Total plan assets at beginning of year	2011-12-31	$604,539
Value of fidelity bond covering the plan	2011-12-31	$25,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$64,809
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$198,681
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$803,220
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$604,539
Total contributions received or receivable from employer(s)	2011-12-31	$133,872
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : HOM ESSENCE PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$240,952
Expenses. Total of all expenses incurred	2010-12-31	$300
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$604,539
Total plan assets at beginning of year	2010-12-31	$363,887
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$300
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$106,830
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$240,652
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$604,539
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$363,887
Total contributions received or receivable from employer(s)	2010-12-31	$134,122
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for HOM ESSENCE PROFIT SHARING PLAN

2020: HOM ESSENCE PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HOM ESSENCE PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HOM ESSENCE PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HOM ESSENCE PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HOM ESSENCE PROFIT SHARING 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	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: HOM ESSENCE PROFIT SHARING 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: HOM ESSENCE PROFIT SHARING 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: HOM ESSENCE PROFIT SHARING 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: HOM ESSENCE PROFIT SHARING 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: HOM ESSENCE PROFIT SHARING 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
2009: HOM ESSENCE PROFIT SHARING 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

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Company Name:	HOM ESSENCE
Employer identification number (EIN):	201784348
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2679052

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01	LOREN MILLER	2021-04-23
001	2019-01-01	LOREN MILLER	2020-10-12
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	LOREN MILLER
001	2013-01-01	LOREN MILLER
001	2012-01-01	LOREN MILLER
001	2011-01-01	LOREN MILLER
001	2009-01-01	RICHARD GREEN