Civic Intelligence
Filing

Homebridge Financial Services 401(K) Plan & Trust

Homebridge Financial Services Inc. • EIN 22-3123730 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Up

117 → 141

24 • 20.51%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

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 & TrustCurrent141---
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---
Schedule Details

Schedule A

Row 1
Filing Id
84037347318038
Form Id
93413676
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378347318030002
Ins Broker 01 Name
PARK AVENUE SECURITIES
Ins Broker 01 Street Addr
7 HANOVER SQUARE
Ins Broker 01 City
NEW YORK
Ins Broker 01 State
NY
Ins Broker 01 ZIP Code
10004
Ins Broker Comm Pd 01 Amount
$7,849
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037347318038
Form Id
93413676
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
7010378347318030002
Ins Broker 01 Name
CONSULTING ACTUARIES INC.
Ins Broker 01 Street Addr
10 KINGSBRIDGE ROAD
Ins Broker 01 City
FAIRFIELD
Ins Broker 01 State
NJ
Ins Broker 01 ZIP Code
07004
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$2,237
Ins Broker Fees Pd 01 Text
FEES - TPA PARTNERSHIP & ALLIANCE
Ins Broker 01 Code
5
Row 3
Ins Carrier Name: ING LIFE INS. & ANNUITY CO.
Filing Id
84037347318038
Form Id
93413676
Schedule A EIN
22-3123730
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2007-01-01
Schedule A Tax Period
20071231
Ins Carrier Name
ING LIFE INS. & ANNUITY CO.
Ins Carrier EIN
71-0294708
Ins Carrier Naic Code
86509
Ins Contract Num
GH1899
Ins Prsn Covered End of year Count
0
Ins Policy From Date
2007-01-01
Ins Policy To Date
2007-12-31
Ins Broker Comm Total Amount
$7,849
Ins Broker Fees Total Amount
$2,237
Pension End of year Gen Account Amount
$304,328
Pension End of year Sep Account Amount
$742,317
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
GROUP PENSION FUNDING
Pension End Prev Bal Amount
$337,395
Pension Contribution Dep Amount
$267,278
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$9,541
Pension Transfer From Amount
$264,427
Pension Other Amount
$15,029
Pension Other Text
LOAN REPAYMENTS
Pension Total Additions Amount
$556,275
Pension Total Bal Addn Amount
$893,670
Pension Bnfts Dsbrsd Amount
$296,795
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$254,351
Pension Oth Ded Amount
$38,197
Pension Oth Ded Text
LOAN DISBURSEMENTS
Pension Total Ded Amount
$589,343
Pension End of year Bal Amount
$304,327
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
84037347318038
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378347318030003
Row 2
Filing Id
84037347318038
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378347318030003
DFE P1 Entity 01 Name
MAP CONTRACT:SEPARATE ACCOUNT D
DFE P1 Spons 01 Name
ING LIFE INS. & ANNUITY CO.
DFE P1 Plan 01 EIN Plan number
710294708000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$742,317
Row 3
Filing Id
84037347318038
Schedule D EIN
22-3123730
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2007-01-01
Schedule D Tax Period
20071231

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
84037347318038
Schedule R EIN
22-3123730
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20071231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0