Civic Intelligence

Homebridge Financial Services Inc.

Plan context: Homebridge Financial Services 401(K) Plan & Trust

EIN 22-3123730 • 36 filings • 6 plans

Current Snapshot

Latest Year

2024

2024 Participants

312

2024 Assets

$66,645,374

2024 Contributions

$1,731,501

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$140,294,400$70,147,200$0200220142024YearValue
$66,645,374Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2,5521,2760200020132024YearValue
312Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242312$66,645,374$1,731,501$5,550iApproximate average salary by contribution assumption: employee only about $138,742 at 4% or $92,495 at 6%; with 50% employer match about $92,495 at 4% or $61,663 at 6%; with 100% employer match about $69,371 at 4% or $46,247 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-312$66,645,374$1,731,501$5,550iApproximate average salary by contribution assumption: employee only about $138,742 at 4% or $92,495 at 6%; with 50% employer match about $92,495 at 4% or $61,663 at 6%; with 100% employer match about $69,371 at 4% or $46,247 at 6%.
Homebridge Financial Services Health and Welfare Plan-277---
20232297$73,650,262$5,059,626$17,036iApproximate average salary by contribution assumption: employee only about $425,894 at 4% or $283,930 at 6%; with 50% employer match about $283,930 at 4% or $189,286 at 6%; with 100% employer match about $212,947 at 4% or $141,965 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-297$73,650,262$5,059,626$17,036iApproximate average salary by contribution assumption: employee only about $425,894 at 4% or $283,930 at 6%; with 50% employer match about $283,930 at 4% or $189,286 at 6%; with 100% employer match about $212,947 at 4% or $141,965 at 6%.
Homebridge Financial Services Health and Welfare Plan-287---
202221,746$122,427,087$19,034,484$10,902iApproximate average salary by contribution assumption: employee only about $272,544 at 4% or $181,696 at 6%; with 50% employer match about $181,696 at 4% or $121,131 at 6%; with 100% employer match about $136,272 at 4% or $90,848 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-1,674$122,427,087$19,034,484$11,371iApproximate average salary by contribution assumption: employee only about $284,266 at 4% or $189,511 at 6%; with 50% employer match about $189,511 at 4% or $126,341 at 6%; with 100% employer match about $142,133 at 4% or $94,755 at 6%.
Homebridge Financial Services Health and Welfare Plan-1,746---
202122,414$140,294,400$21,917,728$9,079iApproximate average salary by contribution assumption: employee only about $226,986 at 4% or $151,324 at 6%; with 50% employer match about $151,324 at 4% or $100,882 at 6%; with 100% employer match about $113,493 at 4% or $75,662 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-2,400$140,294,400$21,917,728$9,132iApproximate average salary by contribution assumption: employee only about $228,310 at 4% or $152,206 at 6%; with 50% employer match about $152,206 at 4% or $101,471 at 6%; with 100% employer match about $114,155 at 4% or $76,103 at 6%.
Homebridge Financial Services Health and Welfare Plan-2,414---
202022,417$112,682,711$20,461,636$8,466iApproximate average salary by contribution assumption: employee only about $211,643 at 4% or $141,095 at 6%; with 50% employer match about $141,095 at 4% or $94,064 at 6%; with 100% employer match about $105,821 at 4% or $70,548 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-2,373$112,682,711$20,461,636$8,623iApproximate average salary by contribution assumption: employee only about $215,567 at 4% or $143,711 at 6%; with 50% employer match about $143,711 at 4% or $95,808 at 6%; with 100% employer match about $107,784 at 4% or $71,856 at 6%.
Homebridge Financial Services Health and Welfare Plan-2,417---
201922,297$83,640,783$21,083,661$9,179iApproximate average salary by contribution assumption: employee only about $229,470 at 4% or $152,980 at 6%; with 50% employer match about $152,980 at 4% or $101,986 at 6%; with 100% employer match about $114,735 at 4% or $76,490 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-2,262$83,640,783$21,083,661$9,321iApproximate average salary by contribution assumption: employee only about $233,020 at 4% or $155,347 at 6%; with 50% employer match about $155,347 at 4% or $103,565 at 6%; with 100% employer match about $116,510 at 4% or $77,673 at 6%.
Homebridge Financial Services Health and Welfare Plan-2,297---
201822,112$57,715,598$12,245,543$5,798iApproximate average salary by contribution assumption: employee only about $144,952 at 4% or $96,635 at 6%; with 50% employer match about $96,635 at 4% or $64,423 at 6%; with 100% employer match about $72,476 at 4% or $48,317 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-2,112$57,715,598$12,245,543$5,798iApproximate average salary by contribution assumption: employee only about $144,952 at 4% or $96,635 at 6%; with 50% employer match about $96,635 at 4% or $64,423 at 6%; with 100% employer match about $72,476 at 4% or $48,317 at 6%.
Homebridge Financial Services Health and Welfare Plan-2,085---
201722,552$58,141,756$28,790,421$11,282iApproximate average salary by contribution assumption: employee only about $282,038 at 4% or $188,025 at 6%; with 50% employer match about $188,025 at 4% or $125,350 at 6%; with 100% employer match about $141,019 at 4% or $94,013 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-2,511$58,141,756$28,790,421$11,466iApproximate average salary by contribution assumption: employee only about $286,643 at 4% or $191,095 at 6%; with 50% employer match about $191,095 at 4% or $127,397 at 6%; with 100% employer match about $143,321 at 4% or $95,548 at 6%.
Homebridge Financial Services Health and Welfare Plan-2,552---
201621,494$26,708,390$7,151,634$4,787iApproximate average salary by contribution assumption: employee only about $119,673 at 4% or $79,782 at 6%; with 50% employer match about $79,782 at 4% or $53,188 at 6%; with 100% employer match about $59,836 at 4% or $39,891 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-1,447$26,708,390$7,151,634$4,942iApproximate average salary by contribution assumption: employee only about $123,560 at 4% or $82,373 at 6%; with 50% employer match about $82,373 at 4% or $54,915 at 6%; with 100% employer match about $61,780 at 4% or $41,187 at 6%.
Homebridge Financial Services Health and Welfare Plan-1,494---
201521,499$18,916,358$5,645,716$3,766iApproximate average salary by contribution assumption: employee only about $94,158 at 4% or $62,772 at 6%; with 50% employer match about $62,772 at 4% or $41,848 at 6%; with 100% employer match about $47,079 at 4% or $31,386 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-1,402$18,916,358$5,645,716$4,027iApproximate average salary by contribution assumption: employee only about $100,673 at 4% or $67,115 at 6%; with 50% employer match about $67,115 at 4% or $44,743 at 6%; with 100% employer match about $50,336 at 4% or $33,558 at 6%.
Homebridge Financial Services Health and Welfare Plan-1,499---
201421,261$15,028,315$4,838,396$3,837iApproximate average salary by contribution assumption: employee only about $95,924 at 4% or $63,949 at 6%; with 50% employer match about $63,949 at 4% or $42,633 at 6%; with 100% employer match about $47,962 at 4% or $31,975 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-1,119$15,028,315$4,838,396$4,324iApproximate average salary by contribution assumption: employee only about $108,096 at 4% or $72,064 at 6%; with 50% employer match about $72,064 at 4% or $48,043 at 6%; with 100% employer match about $54,048 at 4% or $36,032 at 6%.
Homebridge Financial Services Health and Welfare Plan-1,261---
201321,198$10,640,847$3,410,655$2,847iApproximate average salary by contribution assumption: employee only about $71,174 at 4% or $47,449 at 6%; with 50% employer match about $47,449 at 4% or $31,633 at 6%; with 100% employer match about $35,587 at 4% or $23,725 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-1,039$10,640,847$3,410,655$3,283iApproximate average salary by contribution assumption: employee only about $82,066 at 4% or $54,711 at 6%; with 50% employer match about $54,711 at 4% or $36,474 at 6%; with 100% employer match about $41,033 at 4% or $27,355 at 6%.
Homebridge Financial Services Health and Welfare Plan-1,198---
20121972$6,130,928$2,250,943$2,316iApproximate average salary by contribution assumption: employee only about $57,895 at 4% or $38,596 at 6%; with 50% employer match about $38,596 at 4% or $25,731 at 6%; with 100% employer match about $28,947 at 4% or $19,298 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-972$6,130,928$2,250,943$2,316iApproximate average salary by contribution assumption: employee only about $57,895 at 4% or $38,596 at 6%; with 50% employer match about $38,596 at 4% or $25,731 at 6%; with 100% employer match about $28,947 at 4% or $19,298 at 6%.
20111454$3,559,931$1,183,089$2,606iApproximate average salary by contribution assumption: employee only about $65,148 at 4% or $43,432 at 6%; with 50% employer match about $43,432 at 4% or $28,955 at 6%; with 100% employer match about $32,574 at 4% or $21,716 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-454$3,559,931$1,183,089$2,606iApproximate average salary by contribution assumption: employee only about $65,148 at 4% or $43,432 at 6%; with 50% employer match about $43,432 at 4% or $28,955 at 6%; with 100% employer match about $32,574 at 4% or $21,716 at 6%.
20101527$2,787,682$1,007,341$1,911iApproximate average salary by contribution assumption: employee only about $47,787 at 4% or $31,858 at 6%; with 50% employer match about $31,858 at 4% or $21,238 at 6%; with 100% employer match about $23,893 at 4% or $15,929 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-527$2,787,682$1,007,341$1,911iApproximate average salary by contribution assumption: employee only about $47,787 at 4% or $31,858 at 6%; with 50% employer match about $31,858 at 4% or $21,238 at 6%; with 100% employer match about $23,893 at 4% or $15,929 at 6%.
20091261$1,597,555$484,016$1,854iApproximate average salary by contribution assumption: employee only about $46,362 at 4% or $30,908 at 6%; with 50% employer match about $30,908 at 4% or $20,605 at 6%; with 100% employer match about $23,181 at 4% or $15,454 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-261$1,597,555$484,016$1,854iApproximate average salary by contribution assumption: employee only about $46,362 at 4% or $30,908 at 6%; with 50% employer match about $30,908 at 4% or $20,605 at 6%; with 100% employer match about $23,181 at 4% or $15,454 at 6%.
20081270$955,743$257,811$955iApproximate average salary by contribution assumption: employee only about $23,871 at 4% or $15,914 at 6%; with 50% employer match about $15,914 at 4% or $10,610 at 6%; with 100% employer match about $11,936 at 4% or $7,957 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-270$955,743$257,811$955iApproximate average salary by contribution assumption: employee only about $23,871 at 4% or $15,914 at 6%; with 50% employer match about $15,914 at 4% or $10,610 at 6%; with 100% employer match about $11,936 at 4% or $7,957 at 6%.
20071141$0$0-
Homebridge Financial Services 401(K) Plan & Trust-141---
20061100$1,117,065$290,355$2,904iApproximate average salary by contribution assumption: employee only about $72,589 at 4% or $48,393 at 6%; with 50% employer match about $48,393 at 4% or $32,262 at 6%; with 100% employer match about $36,294 at 4% or $24,196 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-100$1,117,065$290,355$2,904iApproximate average salary by contribution assumption: employee only about $72,589 at 4% or $48,393 at 6%; with 50% employer match about $48,393 at 4% or $32,262 at 6%; with 100% employer match about $36,294 at 4% or $24,196 at 6%.
2005178$964,650$295,614$3,790iApproximate average salary by contribution assumption: employee only about $94,748 at 4% or $63,165 at 6%; with 50% employer match about $63,165 at 4% or $42,110 at 6%; with 100% employer match about $47,374 at 4% or $31,583 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-78$964,650$295,614$3,790iApproximate average salary by contribution assumption: employee only about $94,748 at 4% or $63,165 at 6%; with 50% employer match about $63,165 at 4% or $42,110 at 6%; with 100% employer match about $47,374 at 4% or $31,583 at 6%.
2004184$712,481$249,187$2,967iApproximate average salary by contribution assumption: employee only about $74,163 at 4% or $49,442 at 6%; with 50% employer match about $49,442 at 4% or $32,961 at 6%; with 100% employer match about $37,081 at 4% or $24,721 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-84$712,481$249,187$2,967iApproximate average salary by contribution assumption: employee only about $74,163 at 4% or $49,442 at 6%; with 50% employer match about $49,442 at 4% or $32,961 at 6%; with 100% employer match about $37,081 at 4% or $24,721 at 6%.
2003187$375,442$206,787$2,377iApproximate average salary by contribution assumption: employee only about $59,422 at 4% or $39,614 at 6%; with 50% employer match about $39,614 at 4% or $26,410 at 6%; with 100% employer match about $29,711 at 4% or $19,807 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-87$375,442$206,787$2,377iApproximate average salary by contribution assumption: employee only about $59,422 at 4% or $39,614 at 6%; with 50% employer match about $39,614 at 4% or $26,410 at 6%; with 100% employer match about $29,711 at 4% or $19,807 at 6%.
2002121$150,954$71,117$3,387iApproximate average salary by contribution assumption: employee only about $84,663 at 4% or $56,442 at 6%; with 50% employer match about $56,442 at 4% or $37,628 at 6%; with 100% employer match about $42,332 at 4% or $28,221 at 6%.
Homebridge Financial Services 401(K) Plan & Trust-21$150,954$71,117$3,387iApproximate average salary by contribution assumption: employee only about $84,663 at 4% or $56,442 at 6%; with 50% employer match about $56,442 at 4% or $37,628 at 6%; with 100% employer match about $42,332 at 4% or $28,221 at 6%.
200018$0$0-
Homebridge Financial Services 401(K) Plan & Trust-8---