Civic Intelligence

The Bayberry Group Inc.

Plan context: Homestead 401K Retirement Incentive Plan & Trust

EIN 38-2915708 • Glen Arbor, MI • 25 filings • 3 plans

Wood Ridge RoadGlen Arbor, MI 49636
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$754,654

2024 Contributions

$86,282

Historical Graphs

Total Assets Over Time

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

$754,654$377,327$0199920132024YearValue
$754,654Latest year 2024

Participants Over Time

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

35180199920122024YearValue
14Latest 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
2024114$754,654$86,282$6,163iApproximate average salary by contribution assumption: employee only about $154,075 at 4% or $102,717 at 6%; with 50% employer match about $102,717 at 4% or $68,478 at 6%; with 100% employer match about $77,038 at 4% or $51,358 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-14$754,654$86,282$6,163iApproximate average salary by contribution assumption: employee only about $154,075 at 4% or $102,717 at 6%; with 50% employer match about $102,717 at 4% or $68,478 at 6%; with 100% employer match about $77,038 at 4% or $51,358 at 6%.
2023115$590,604$68,646$4,576iApproximate average salary by contribution assumption: employee only about $114,410 at 4% or $76,273 at 6%; with 50% employer match about $76,273 at 4% or $50,849 at 6%; with 100% employer match about $57,205 at 4% or $38,137 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-15$590,604$68,646$4,576iApproximate average salary by contribution assumption: employee only about $114,410 at 4% or $76,273 at 6%; with 50% employer match about $76,273 at 4% or $50,849 at 6%; with 100% employer match about $57,205 at 4% or $38,137 at 6%.
2022115$427,806$66,888$4,459iApproximate average salary by contribution assumption: employee only about $111,480 at 4% or $74,320 at 6%; with 50% employer match about $74,320 at 4% or $49,547 at 6%; with 100% employer match about $55,740 at 4% or $37,160 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-15$427,806$66,888$4,459iApproximate average salary by contribution assumption: employee only about $111,480 at 4% or $74,320 at 6%; with 50% employer match about $74,320 at 4% or $49,547 at 6%; with 100% employer match about $55,740 at 4% or $37,160 at 6%.
2021114$451,325$50,182$3,584iApproximate average salary by contribution assumption: employee only about $89,611 at 4% or $59,740 at 6%; with 50% employer match about $59,740 at 4% or $39,827 at 6%; with 100% employer match about $44,805 at 4% or $29,870 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-14$451,325$50,182$3,584iApproximate average salary by contribution assumption: employee only about $89,611 at 4% or $59,740 at 6%; with 50% employer match about $59,740 at 4% or $39,827 at 6%; with 100% employer match about $44,805 at 4% or $29,870 at 6%.
2020111$338,332$31,627$2,875iApproximate average salary by contribution assumption: employee only about $71,880 at 4% or $47,920 at 6%; with 50% employer match about $47,920 at 4% or $31,946 at 6%; with 100% employer match about $35,940 at 4% or $23,960 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-11$338,332$31,627$2,875iApproximate average salary by contribution assumption: employee only about $71,880 at 4% or $47,920 at 6%; with 50% employer match about $47,920 at 4% or $31,946 at 6%; with 100% employer match about $35,940 at 4% or $23,960 at 6%.
2019114$268,021$72,847$5,203iApproximate average salary by contribution assumption: employee only about $130,084 at 4% or $86,723 at 6%; with 50% employer match about $86,723 at 4% or $57,815 at 6%; with 100% employer match about $65,042 at 4% or $43,361 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-14$268,021$72,847$5,203iApproximate average salary by contribution assumption: employee only about $130,084 at 4% or $86,723 at 6%; with 50% employer match about $86,723 at 4% or $57,815 at 6%; with 100% employer match about $65,042 at 4% or $43,361 at 6%.
2018111$197,528$10,785$980iApproximate average salary by contribution assumption: employee only about $24,511 at 4% or $16,341 at 6%; with 50% employer match about $16,341 at 4% or $10,894 at 6%; with 100% employer match about $12,256 at 4% or $8,170 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-11$197,528$10,785$980iApproximate average salary by contribution assumption: employee only about $24,511 at 4% or $16,341 at 6%; with 50% employer match about $16,341 at 4% or $10,894 at 6%; with 100% employer match about $12,256 at 4% or $8,170 at 6%.
2017114$320,950$23,897$1,707iApproximate average salary by contribution assumption: employee only about $42,673 at 4% or $28,449 at 6%; with 50% employer match about $28,449 at 4% or $18,966 at 6%; with 100% employer match about $21,337 at 4% or $14,224 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-14$320,950$23,897$1,707iApproximate average salary by contribution assumption: employee only about $42,673 at 4% or $28,449 at 6%; with 50% employer match about $28,449 at 4% or $18,966 at 6%; with 100% employer match about $21,337 at 4% or $14,224 at 6%.
2016114$265,295$23,433$1,674iApproximate average salary by contribution assumption: employee only about $41,845 at 4% or $27,896 at 6%; with 50% employer match about $27,896 at 4% or $18,598 at 6%; with 100% employer match about $20,922 at 4% or $13,948 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-14$265,295$23,433$1,674iApproximate average salary by contribution assumption: employee only about $41,845 at 4% or $27,896 at 6%; with 50% employer match about $27,896 at 4% or $18,598 at 6%; with 100% employer match about $20,922 at 4% or $13,948 at 6%.
2015115$233,099$21,729$1,449iApproximate average salary by contribution assumption: employee only about $36,215 at 4% or $24,143 at 6%; with 50% employer match about $24,143 at 4% or $16,096 at 6%; with 100% employer match about $18,108 at 4% or $12,072 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-15$233,099$21,729$1,449iApproximate average salary by contribution assumption: employee only about $36,215 at 4% or $24,143 at 6%; with 50% employer match about $24,143 at 4% or $16,096 at 6%; with 100% employer match about $18,108 at 4% or $12,072 at 6%.
2014111$214,112$13,684$1,244iApproximate average salary by contribution assumption: employee only about $31,100 at 4% or $20,733 at 6%; with 50% employer match about $20,733 at 4% or $13,822 at 6%; with 100% employer match about $15,550 at 4% or $10,367 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-11$214,112$13,684$1,244iApproximate average salary by contribution assumption: employee only about $31,100 at 4% or $20,733 at 6%; with 50% employer match about $20,733 at 4% or $13,822 at 6%; with 100% employer match about $15,550 at 4% or $10,367 at 6%.
2013110$188,580$13,389$1,339iApproximate average salary by contribution assumption: employee only about $33,473 at 4% or $22,315 at 6%; with 50% employer match about $22,315 at 4% or $14,877 at 6%; with 100% employer match about $16,736 at 4% or $11,158 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-10$188,580$13,389$1,339iApproximate average salary by contribution assumption: employee only about $33,473 at 4% or $22,315 at 6%; with 50% employer match about $22,315 at 4% or $14,877 at 6%; with 100% employer match about $16,736 at 4% or $11,158 at 6%.
2012111$151,624$14,014$1,274iApproximate average salary by contribution assumption: employee only about $31,850 at 4% or $21,233 at 6%; with 50% employer match about $21,233 at 4% or $14,156 at 6%; with 100% employer match about $15,925 at 4% or $10,617 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-11$151,624$14,014$1,274iApproximate average salary by contribution assumption: employee only about $31,850 at 4% or $21,233 at 6%; with 50% employer match about $21,233 at 4% or $14,156 at 6%; with 100% employer match about $15,925 at 4% or $10,617 at 6%.
2011114$169,140$13,001$929iApproximate average salary by contribution assumption: employee only about $23,216 at 4% or $15,477 at 6%; with 50% employer match about $15,477 at 4% or $10,318 at 6%; with 100% employer match about $11,608 at 4% or $7,739 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-14$169,140$13,001$929iApproximate average salary by contribution assumption: employee only about $23,216 at 4% or $15,477 at 6%; with 50% employer match about $15,477 at 4% or $10,318 at 6%; with 100% employer match about $11,608 at 4% or $7,739 at 6%.
2010115$189,667$13,848$923iApproximate average salary by contribution assumption: employee only about $23,080 at 4% or $15,387 at 6%; with 50% employer match about $15,387 at 4% or $10,258 at 6%; with 100% employer match about $11,540 at 4% or $7,693 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-15$189,667$13,848$923iApproximate average salary by contribution assumption: employee only about $23,080 at 4% or $15,387 at 6%; with 50% employer match about $15,387 at 4% or $10,258 at 6%; with 100% employer match about $11,540 at 4% or $7,693 at 6%.
2009117$153,730$14,220$836iApproximate average salary by contribution assumption: employee only about $20,912 at 4% or $13,941 at 6%; with 50% employer match about $13,941 at 4% or $9,294 at 6%; with 100% employer match about $10,456 at 4% or $6,971 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-17$153,730$14,220$836iApproximate average salary by contribution assumption: employee only about $20,912 at 4% or $13,941 at 6%; with 50% employer match about $13,941 at 4% or $9,294 at 6%; with 100% employer match about $10,456 at 4% or $6,971 at 6%.
2008132$117,176$16,429$513iApproximate average salary by contribution assumption: employee only about $12,835 at 4% or $8,557 at 6%; with 50% employer match about $8,557 at 4% or $5,705 at 6%; with 100% employer match about $6,418 at 4% or $4,278 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-32$117,176$16,429$513iApproximate average salary by contribution assumption: employee only about $12,835 at 4% or $8,557 at 6%; with 50% employer match about $8,557 at 4% or $5,705 at 6%; with 100% employer match about $6,418 at 4% or $4,278 at 6%.
2007135$181,318$15,032$429iApproximate average salary by contribution assumption: employee only about $10,737 at 4% or $7,158 at 6%; with 50% employer match about $7,158 at 4% or $4,772 at 6%; with 100% employer match about $5,369 at 4% or $3,579 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-35$181,318$15,032$429iApproximate average salary by contribution assumption: employee only about $10,737 at 4% or $7,158 at 6%; with 50% employer match about $7,158 at 4% or $4,772 at 6%; with 100% employer match about $5,369 at 4% or $3,579 at 6%.
2006130$192,989$16,580$553iApproximate average salary by contribution assumption: employee only about $13,817 at 4% or $9,211 at 6%; with 50% employer match about $9,211 at 4% or $6,141 at 6%; with 100% employer match about $6,908 at 4% or $4,606 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-30$192,989$16,580$553iApproximate average salary by contribution assumption: employee only about $13,817 at 4% or $9,211 at 6%; with 50% employer match about $9,211 at 4% or $6,141 at 6%; with 100% employer match about $6,908 at 4% or $4,606 at 6%.
2005128$162,805$16,104$575iApproximate average salary by contribution assumption: employee only about $14,379 at 4% or $9,586 at 6%; with 50% employer match about $9,586 at 4% or $6,390 at 6%; with 100% employer match about $7,189 at 4% or $4,793 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-28$162,805$16,104$575iApproximate average salary by contribution assumption: employee only about $14,379 at 4% or $9,586 at 6%; with 50% employer match about $9,586 at 4% or $6,390 at 6%; with 100% employer match about $7,189 at 4% or $4,793 at 6%.
2004133$138,018$19,628$595iApproximate average salary by contribution assumption: employee only about $14,870 at 4% or $9,913 at 6%; with 50% employer match about $9,913 at 4% or $6,609 at 6%; with 100% employer match about $7,435 at 4% or $4,957 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-33$138,018$19,628$595iApproximate average salary by contribution assumption: employee only about $14,870 at 4% or $9,913 at 6%; with 50% employer match about $9,913 at 4% or $6,609 at 6%; with 100% employer match about $7,435 at 4% or $4,957 at 6%.
2003128$0$0-
Homestead 401K Retirement Incentive Plan & Trust-28---
2001131$0$0-
Homestead 401K Retirement Incentive Plan & Trust-31---
2000128$51,994$37,292$1,332iApproximate average salary by contribution assumption: employee only about $33,296 at 4% or $22,198 at 6%; with 50% employer match about $22,198 at 4% or $14,798 at 6%; with 100% employer match about $16,648 at 4% or $11,099 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-28$51,994$37,292$1,332iApproximate average salary by contribution assumption: employee only about $33,296 at 4% or $22,198 at 6%; with 50% employer match about $22,198 at 4% or $14,798 at 6%; with 100% employer match about $16,648 at 4% or $11,099 at 6%.
1999124$25,067$23,163$965iApproximate average salary by contribution assumption: employee only about $24,128 at 4% or $16,085 at 6%; with 50% employer match about $16,085 at 4% or $10,724 at 6%; with 100% employer match about $12,064 at 4% or $8,043 at 6%.
Homestead 401K Retirement Incentive Plan & Trust-24$25,067$23,163$965iApproximate average salary by contribution assumption: employee only about $24,128 at 4% or $16,085 at 6%; with 50% employer match about $16,085 at 4% or $10,724 at 6%; with 100% employer match about $12,064 at 4% or $8,043 at 6%.