Civic Intelligence

Homestead Escrow Inc

Plan context: Homestead Escrow Inc 401 K Profit Sharing Plan Trust

EIN 33-0951275 • Dana Point, CA • 15 filings • 6 plans

32565-b Golden Lantern #302Dana Point, CA 92629
Current Snapshot

Latest Year

2019

2019 Participants

33

2019 Assets

$522,425

2019 Contributions

$15,713

Historical Graphs

Total Assets Over Time

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

$898,667$449,334$0200320132018YearValue
$522,425Latest year 2018

Participants Over Time

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

41210200320132018YearValue
33Latest year 2018

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
201910$0$15,713-
Homestead Escrow Inc 401 K Profit Sharing Plan Trust-0$0$15,713-
2018133$522,425$147,835$4,480iApproximate average salary by contribution assumption: employee only about $111,996 at 4% or $74,664 at 6%; with 50% employer match about $74,664 at 4% or $49,776 at 6%; with 100% employer match about $55,998 at 4% or $37,332 at 6%.
Homestead Escrow Inc 401 K Profit Sharing Plan Trust-33$522,425$147,835$4,480iApproximate average salary by contribution assumption: employee only about $111,996 at 4% or $74,664 at 6%; with 50% employer match about $74,664 at 4% or $49,776 at 6%; with 100% employer match about $55,998 at 4% or $37,332 at 6%.
2017137$898,667$182,597$4,935iApproximate average salary by contribution assumption: employee only about $123,376 at 4% or $82,251 at 6%; with 50% employer match about $82,251 at 4% or $54,834 at 6%; with 100% employer match about $61,688 at 4% or $41,125 at 6%.
Homestead Escrow Inc 401 K Profit Sharing Plan Trust-37$898,667$182,597$4,935iApproximate average salary by contribution assumption: employee only about $123,376 at 4% or $82,251 at 6%; with 50% employer match about $82,251 at 4% or $54,834 at 6%; with 100% employer match about $61,688 at 4% or $41,125 at 6%.
2016141$679,460$170,420$4,157iApproximate average salary by contribution assumption: employee only about $103,915 at 4% or $69,276 at 6%; with 50% employer match about $69,276 at 4% or $46,184 at 6%; with 100% employer match about $51,957 at 4% or $34,638 at 6%.
Homestead Escrow Inc 401 K Profit Sharing Plan Trust-41$679,460$170,420$4,157iApproximate average salary by contribution assumption: employee only about $103,915 at 4% or $69,276 at 6%; with 50% employer match about $69,276 at 4% or $46,184 at 6%; with 100% employer match about $51,957 at 4% or $34,638 at 6%.
2015127$471,632$139,865$5,180iApproximate average salary by contribution assumption: employee only about $129,505 at 4% or $86,336 at 6%; with 50% employer match about $86,336 at 4% or $57,558 at 6%; with 100% employer match about $64,752 at 4% or $43,168 at 6%.
Homestead Escrow Inc 401 K Profit Sharing Plan Trust-27$471,632$139,865$5,180iApproximate average salary by contribution assumption: employee only about $129,505 at 4% or $86,336 at 6%; with 50% employer match about $86,336 at 4% or $57,558 at 6%; with 100% employer match about $64,752 at 4% or $43,168 at 6%.
2014130$383,101$117,566$3,919iApproximate average salary by contribution assumption: employee only about $97,972 at 4% or $65,314 at 6%; with 50% employer match about $65,314 at 4% or $43,543 at 6%; with 100% employer match about $48,986 at 4% or $32,657 at 6%.
Homestead Escrow Inc 401 K Profit Sharing Plan Trust-30$383,101$117,566$3,919iApproximate average salary by contribution assumption: employee only about $97,972 at 4% or $65,314 at 6%; with 50% employer match about $65,314 at 4% or $43,543 at 6%; with 100% employer match about $48,986 at 4% or $32,657 at 6%.
2013132$328,286$205,843$6,433iApproximate average salary by contribution assumption: employee only about $160,815 at 4% or $107,210 at 6%; with 50% employer match about $107,210 at 4% or $71,473 at 6%; with 100% employer match about $80,407 at 4% or $53,605 at 6%.
Homestead Escrow Inc 401 K Profit Sharing Plan Trust-32$328,286$205,843$6,433iApproximate average salary by contribution assumption: employee only about $160,815 at 4% or $107,210 at 6%; with 50% employer match about $107,210 at 4% or $71,473 at 6%; with 100% employer match about $80,407 at 4% or $53,605 at 6%.
2012236$235,382$231,068$6,419iApproximate average salary by contribution assumption: employee only about $160,464 at 4% or $106,976 at 6%; with 50% employer match about $106,976 at 4% or $71,317 at 6%; with 100% employer match about $80,232 at 4% or $53,488 at 6%.
HOMESTEAD ESCROW INC 401 K PROFIT SHARING PLAN TRUST-36$117,691$115,534$3,209iApproximate average salary by contribution assumption: employee only about $80,232 at 4% or $53,488 at 6%; with 50% employer match about $53,488 at 4% or $35,659 at 6%; with 100% employer match about $40,116 at 4% or $26,744 at 6%.
Homestead Escrow Inc 401 K Profit Sharing Plan Trust-36$117,691$115,534$3,209iApproximate average salary by contribution assumption: employee only about $80,232 at 4% or $53,488 at 6%; with 50% employer match about $53,488 at 4% or $35,659 at 6%; with 100% employer match about $40,116 at 4% or $26,744 at 6%.
200910$0$0-
HOMESTEAD ESCROW INC RETIREMENT PLAN-----
2007114$0$0-
HOMESTEAD ESCROW INC. RETIREMENT PLAN-14---
2006115$71,917$19,558$1,304iApproximate average salary by contribution assumption: employee only about $32,597 at 4% or $21,731 at 6%; with 50% employer match about $21,731 at 4% or $14,487 at 6%; with 100% employer match about $16,298 at 4% or $10,866 at 6%.
HOMESTEAD ESCROW INC. RETIREMENT PLAN-15$71,917$19,558$1,304iApproximate average salary by contribution assumption: employee only about $32,597 at 4% or $21,731 at 6%; with 50% employer match about $21,731 at 4% or $14,487 at 6%; with 100% employer match about $16,298 at 4% or $10,866 at 6%.
2005111$208,494$22,893$2,081iApproximate average salary by contribution assumption: employee only about $52,030 at 4% or $34,686 at 6%; with 50% employer match about $34,686 at 4% or $23,124 at 6%; with 100% employer match about $26,015 at 4% or $17,343 at 6%.
HOMESTEAD ESCROW INC 401K PROFIT SHARING PLAN & TRUST-11$208,494$22,893$2,081iApproximate average salary by contribution assumption: employee only about $52,030 at 4% or $34,686 at 6%; with 50% employer match about $34,686 at 4% or $23,124 at 6%; with 100% employer match about $26,015 at 4% or $17,343 at 6%.
2004116$207,607$55,786$3,487iApproximate average salary by contribution assumption: employee only about $87,166 at 4% or $58,110 at 6%; with 50% employer match about $58,110 at 4% or $38,740 at 6%; with 100% employer match about $43,583 at 4% or $29,055 at 6%.
HOMESTEAD ESCROW INC 401K PROFIT SHARING PLAN & TRUST-16$207,607$55,786$3,487iApproximate average salary by contribution assumption: employee only about $87,166 at 4% or $58,110 at 6%; with 50% employer match about $58,110 at 4% or $38,740 at 6%; with 100% employer match about $43,583 at 4% or $29,055 at 6%.
2003116$141,652$126,185$7,887iApproximate average salary by contribution assumption: employee only about $197,164 at 4% or $131,443 at 6%; with 50% employer match about $131,443 at 4% or $87,628 at 6%; with 100% employer match about $98,582 at 4% or $65,721 at 6%.
HOMESTEAD ESCROW INC 401K PROFIT SHARING PLAN & TRUST-16$141,652$126,185$7,887iApproximate average salary by contribution assumption: employee only about $197,164 at 4% or $131,443 at 6%; with 50% employer match about $131,443 at 4% or $87,628 at 6%; with 100% employer match about $98,582 at 4% or $65,721 at 6%.