Homeword
Plan context: Homeword 403(B) Non Exempt Salary Reduction Plan
EIN 33-0072984 • San Juan Capistrano, CA • 13 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,323,582
2024 Contributions
$163,417
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $1,323,582 | $163,417 | $40,854iApproximate average salary by contribution assumption: employee only about $1,021,356 at 4% or $680,904 at 6%; with 50% employer match about $680,904 at 4% or $453,936 at 6%; with 100% employer match about $510,678 at 4% or $340,452 at 6%. |
| Homeword 403(B) Non Exempt Salary Reduction Plan | - | 4 | $1,323,582 | $163,417 | $40,854iApproximate average salary by contribution assumption: employee only about $1,021,356 at 4% or $680,904 at 6%; with 50% employer match about $680,904 at 4% or $453,936 at 6%; with 100% employer match about $510,678 at 4% or $340,452 at 6%. |
| 2023 | 1 | 3 | $1,070,505 | $115,879 | $38,626iApproximate average salary by contribution assumption: employee only about $965,658 at 4% or $643,772 at 6%; with 50% employer match about $643,772 at 4% or $429,181 at 6%; with 100% employer match about $482,829 at 4% or $321,886 at 6%. |
| Homeword 403(B) Non Exempt Salary Reduction Plan | - | 3 | $1,070,505 | $115,879 | $38,626iApproximate average salary by contribution assumption: employee only about $965,658 at 4% or $643,772 at 6%; with 50% employer match about $643,772 at 4% or $429,181 at 6%; with 100% employer match about $482,829 at 4% or $321,886 at 6%. |
| 2022 | 1 | 3 | $840,731 | $319,127 | $106,376iApproximate average salary by contribution assumption: employee only about $2,659,392 at 4% or $1,772,928 at 6%; with 50% employer match about $1,772,928 at 4% or $1,181,952 at 6%; with 100% employer match about $1,329,696 at 4% or $886,464 at 6%. |
| Homeword 403(B) Non Exempt Salary Reduction Plan | - | 3 | $840,731 | $319,127 | $106,376iApproximate average salary by contribution assumption: employee only about $2,659,392 at 4% or $1,772,928 at 6%; with 50% employer match about $1,772,928 at 4% or $1,181,952 at 6%; with 100% employer match about $1,329,696 at 4% or $886,464 at 6%. |
| 2021 | 1 | 3 | $617,003 | $102,914 | $34,305iApproximate average salary by contribution assumption: employee only about $857,617 at 4% or $571,744 at 6%; with 50% employer match about $571,744 at 4% or $381,163 at 6%; with 100% employer match about $428,808 at 4% or $285,872 at 6%. |
| Homeword 403(B) Non Exempt Salary Reduction Plan | - | 3 | $617,003 | $102,914 | $34,305iApproximate average salary by contribution assumption: employee only about $857,617 at 4% or $571,744 at 6%; with 50% employer match about $571,744 at 4% or $381,163 at 6%; with 100% employer match about $428,808 at 4% or $285,872 at 6%. |
| 2020 | 1 | 2 | $472,178 | $442,257 | $221,129iApproximate average salary by contribution assumption: employee only about $5,528,213 at 4% or $3,685,475 at 6%; with 50% employer match about $3,685,475 at 4% or $2,456,983 at 6%; with 100% employer match about $2,764,106 at 4% or $1,842,738 at 6%. |
| Homeword 403(B) Non Exempt Salary Reduction Plan | - | 2 | $472,178 | $442,257 | $221,129iApproximate average salary by contribution assumption: employee only about $5,528,213 at 4% or $3,685,475 at 6%; with 50% employer match about $3,685,475 at 4% or $2,456,983 at 6%; with 100% employer match about $2,764,106 at 4% or $1,842,738 at 6%. |
| 2010 | 1 | 0 | $0 | $0 | - |
| Homeword 403(B) Non Exempt Salary Reduction Plan | - | 0 | - | - | - |
| 2009 | 1 | 0 | $135,601 | $21,022 | - |
| Homeword 403(B) Non Exempt Salary Reduction Plan | - | 0 | $135,601 | $21,022 | - |
| 2008 | 1 | 0 | $126,879 | $61,068 | - |
| Homeword 403(B) Non Exempt Salary Reduction Plan | - | 0 | $126,879 | $61,068 | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Homeword 403(B) Non Exempt Salary Reduction Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $172,474 | $52,880 | - |
| Homeword 403(B) Non Exempt Salary Reduction Plan | - | 0 | $172,474 | $52,880 | - |
| 2005 | 1 | 0 | $104,039 | $30,128 | - |
| Homeword 403(B) Non Exempt Salary Reduction Plan | - | 0 | $104,039 | $30,128 | - |
| 2004 | 1 | 0 | $65,067 | $25,319 | - |
| Homeword 403(B) Non Exempt Salary Reduction Plan | - | 0 | $65,067 | $25,319 | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Homeword 403(B) Non Exempt Salary Reduction Plan | - | 0 | - | - | - |