Home Owners Advantage Inc.
Plan context: HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PLAN
EIN 04-3017498 • Whitinsville, MA • 36 filings • 6 plans
Current Snapshot
Latest Year
2023
2023 Participants
4
2023 Assets
$975,318
2023 Contributions
$200,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Homeowners Advantage Inc. 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2022 | 2 | 4 | $975,318 | $200,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PLAN | - | 1 | $930,858 | $200,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| Homeowners Advantage Inc. 401(K) Profit Sharing Plan | - | 4 | $44,460 | $0 | - |
| 2021 | 2 | 4 | $2,263,343 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PLAN | - | 2 | $2,215,835 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Homeowners Advantage Inc. 401(K) Profit Sharing Plan | - | 4 | $47,508 | $0 | - |
| 2020 | 2 | 4 | $1,928,157 | $0 | - |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PLAN | - | 3 | $1,884,334 | $0 | - |
| Homeowners Advantage Inc. 401(K) Profit Sharing Plan | - | 4 | $43,823 | $0 | - |
| 2019 | 2 | 4 | $2,085,868 | $0 | - |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PLAN | - | 3 | $2,042,867 | $0 | - |
| Homeowners Advantage Inc. 401(K) Profit Sharing Plan | - | 4 | $43,001 | $0 | - |
| 2018 | 2 | 45 | $2,055,828 | $379,556 | $8,435iApproximate average salary by contribution assumption: employee only about $210,864 at 4% or $140,576 at 6%; with 50% employer match about $140,576 at 4% or $93,718 at 6%; with 100% employer match about $105,432 at 4% or $70,288 at 6%. |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PLAN | - | 45 | $1,892,548 | $375,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Homeowners Advantage Inc. 401(K) Profit Sharing Plan | - | 19 | $163,280 | $4,556 | $240iApproximate average salary by contribution assumption: employee only about $5,995 at 4% or $3,996 at 6%; with 50% employer match about $3,996 at 4% or $2,664 at 6%; with 100% employer match about $2,997 at 4% or $1,998 at 6%. |
| 2017 | 2 | 51 | $2,323,907 | $580,862 | $11,389iApproximate average salary by contribution assumption: employee only about $284,736 at 4% or $189,824 at 6%; with 50% employer match about $189,824 at 4% or $126,549 at 6%; with 100% employer match about $142,368 at 4% or $94,912 at 6%. |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PLAN | - | 51 | $1,754,078 | $425,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Homeowners Advantage Inc. 401(K) Profit Sharing Plan | - | 39 | $569,829 | $155,862 | $3,996iApproximate average salary by contribution assumption: employee only about $99,912 at 4% or $66,608 at 6%; with 50% employer match about $66,608 at 4% or $44,405 at 6%; with 100% employer match about $49,956 at 4% or $33,304 at 6%. |
| 2016 | 2 | 44 | $1,679,066 | $453,793 | $10,313iApproximate average salary by contribution assumption: employee only about $257,837 at 4% or $171,891 at 6%; with 50% employer match about $171,891 at 4% or $114,594 at 6%; with 100% employer match about $128,918 at 4% or $85,946 at 6%. |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PLAN | - | 44 | $1,260,238 | $325,000 | $7,386iApproximate average salary by contribution assumption: employee only about $184,659 at 4% or $123,106 at 6%; with 50% employer match about $123,106 at 4% or $82,071 at 6%; with 100% employer match about $92,330 at 4% or $61,553 at 6%. |
| Homeowners Advantage Inc. 401(K) Profit Sharing Plan | - | 42 | $418,828 | $128,793 | $3,067iApproximate average salary by contribution assumption: employee only about $76,663 at 4% or $51,108 at 6%; with 50% employer match about $51,108 at 4% or $34,072 at 6%; with 100% employer match about $38,331 at 4% or $25,554 at 6%. |
| 2015 | 2 | 43 | $1,278,853 | $521,860 | $12,136iApproximate average salary by contribution assumption: employee only about $303,407 at 4% or $202,271 at 6%; with 50% employer match about $202,271 at 4% or $134,848 at 6%; with 100% employer match about $151,703 at 4% or $101,136 at 6%. |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PLAN | - | 43 | $979,936 | $372,000 | $8,651iApproximate average salary by contribution assumption: employee only about $216,279 at 4% or $144,186 at 6%; with 50% employer match about $144,186 at 4% or $96,124 at 6%; with 100% employer match about $108,140 at 4% or $72,093 at 6%. |
| Homeowners Advantage Inc. 401(K) Profit Sharing Plan | - | 39 | $298,917 | $149,860 | $3,843iApproximate average salary by contribution assumption: employee only about $96,064 at 4% or $64,043 at 6%; with 50% employer match about $64,043 at 4% or $42,695 at 6%; with 100% employer match about $48,032 at 4% or $32,021 at 6%. |
| 2014 | 2 | 38 | $855,370 | $360,267 | $9,481iApproximate average salary by contribution assumption: employee only about $237,018 at 4% or $158,012 at 6%; with 50% employer match about $158,012 at 4% or $105,341 at 6%; with 100% employer match about $118,509 at 4% or $79,006 at 6%. |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PLAN | - | 38 | $699,330 | $250,000 | $6,579iApproximate average salary by contribution assumption: employee only about $164,474 at 4% or $109,649 at 6%; with 50% employer match about $109,649 at 4% or $73,099 at 6%; with 100% employer match about $82,237 at 4% or $54,825 at 6%. |
| Homeowners Advantage Inc. 401(K) Profit Sharing Plan | - | 34 | $156,040 | $110,267 | $3,243iApproximate average salary by contribution assumption: employee only about $81,079 at 4% or $54,052 at 6%; with 50% employer match about $54,052 at 4% or $36,035 at 6%; with 100% employer match about $40,539 at 4% or $27,026 at 6%. |
| 2013 | 2 | 28 | $487,765 | $487,765 | $17,420iApproximate average salary by contribution assumption: employee only about $435,504 at 4% or $290,336 at 6%; with 50% employer match about $290,336 at 4% or $193,558 at 6%; with 100% employer match about $217,752 at 4% or $145,168 at 6%. |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PLAN | - | 28 | $445,000 | $445,000 | $15,893iApproximate average salary by contribution assumption: employee only about $397,321 at 4% or $264,881 at 6%; with 50% employer match about $264,881 at 4% or $176,587 at 6%; with 100% employer match about $198,661 at 4% or $132,440 at 6%. |
| Homeowners Advantage Inc. 401(K) Profit Sharing Plan | - | 25 | $42,765 | $42,765 | $1,711iApproximate average salary by contribution assumption: employee only about $42,765 at 4% or $28,510 at 6%; with 50% employer match about $28,510 at 4% or $19,007 at 6%; with 100% employer match about $21,383 at 4% or $14,255 at 6%. |
| 2011 | 1 | 0 | $0 | $0 | - |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2010 | 2 | 13 | $480,487 | $21,110 | $1,624iApproximate average salary by contribution assumption: employee only about $40,596 at 4% or $27,064 at 6%; with 50% employer match about $27,064 at 4% or $18,043 at 6%; with 100% employer match about $20,298 at 4% or $13,532 at 6%. |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PENSION PLAN | - | 13 | $480,487 | $0 | - |
| ERA REALTY SERVICES 401(K) PLAN | - | 0 | $0 | $21,110 | - |
| 2009 | 2 | 14 | $838,519 | $25,372 | $1,812iApproximate average salary by contribution assumption: employee only about $45,307 at 4% or $30,205 at 6%; with 50% employer match about $30,205 at 4% or $20,137 at 6%; with 100% employer match about $22,654 at 4% or $15,102 at 6%. |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PENSION PLAN | - | 14 | $435,118 | $0 | - |
| ERA REALTY SERVICES 401(K) PLAN | - | 13 | $403,401 | $25,372 | $1,952iApproximate average salary by contribution assumption: employee only about $48,792 at 4% or $32,528 at 6%; with 50% employer match about $32,528 at 4% or $21,685 at 6%; with 100% employer match about $24,396 at 4% or $16,264 at 6%. |
| 2008 | 1 | 30 | $510,170 | $0 | - |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PENSION PLAN | - | 30 | $510,170 | - | - |
| 2007 | 1 | 30 | $0 | $0 | - |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PENSION PLAN | - | 30 | - | - | - |
| 2006 | 1 | 30 | $485,876 | $0 | - |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PENSION PLAN | - | 30 | $485,876 | - | - |
| 2005 | 2 | 35 | $744,258 | $237,963 | $6,799iApproximate average salary by contribution assumption: employee only about $169,974 at 4% or $113,316 at 6%; with 50% employer match about $113,316 at 4% or $75,544 at 6%; with 100% employer match about $84,987 at 4% or $56,658 at 6%. |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PENSION PLAN | - | 27 | $445,760 | $200,401 | $7,422iApproximate average salary by contribution assumption: employee only about $185,556 at 4% or $123,704 at 6%; with 50% employer match about $123,704 at 4% or $82,470 at 6%; with 100% employer match about $92,778 at 4% or $61,852 at 6%. |
| ERA REALTY SERVICES 401K PLAN | - | 35 | $298,498 | $37,562 | $1,073iApproximate average salary by contribution assumption: employee only about $26,830 at 4% or $17,887 at 6%; with 50% employer match about $17,887 at 4% or $11,924 at 6%; with 100% employer match about $13,415 at 4% or $8,943 at 6%. |
| 2004 | 1 | 13 | $235,153 | $235,153 | $18,089iApproximate average salary by contribution assumption: employee only about $452,217 at 4% or $301,478 at 6%; with 50% employer match about $301,478 at 4% or $200,985 at 6%; with 100% employer match about $226,109 at 4% or $150,739 at 6%. |
| HOMEOWNERS ADVANTAGE, INC. DEFINED BENEFIT PENSION PLAN | - | 13 | $235,153 | $235,153 | $18,089iApproximate average salary by contribution assumption: employee only about $452,217 at 4% or $301,478 at 6%; with 50% employer match about $301,478 at 4% or $200,985 at 6%; with 100% employer match about $226,109 at 4% or $150,739 at 6%. |
| 2003 | 1 | 0 | $0 | $0 | - |
| Era Realty Pension Plan | - | 0 | - | - | - |
| 2002 | 1 | 9 | $0 | $0 | - |
| Era Realty Pension Plan | - | 9 | - | - | - |
| 2000 | 1 | 9 | $0 | $0 | - |
| Era Realty Pension Plan | - | 9 | - | - | - |
| 1999 | 1 | 10 | $92,822 | $105,000 | $10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%. |
| Era Realty Pension Plan | - | 10 | $92,822 | $105,000 | $10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%. |