Homeward Bound Inc.
Plan context: Homeward Bound Inc. Tax-Deferred Annuity Plan
EIN 41-1223085 • 54 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
265
2024 Assets
$8,961,770
2024 Contributions
$1,186,755
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 | 265 | $8,961,770 | $1,186,755 | $4,478iApproximate average salary by contribution assumption: employee only about $111,958 at 4% or $74,639 at 6%; with 50% employer match about $74,639 at 4% or $49,759 at 6%; with 100% employer match about $55,979 at 4% or $37,319 at 6%. |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 265 | $8,961,770 | $1,186,755 | $4,478iApproximate average salary by contribution assumption: employee only about $111,958 at 4% or $74,639 at 6%; with 50% employer match about $74,639 at 4% or $49,759 at 6%; with 100% employer match about $55,979 at 4% or $37,319 at 6%. |
| 2023 | 2 | 251 | $8,211,158 | $1,045,124 | $4,164iApproximate average salary by contribution assumption: employee only about $104,096 at 4% or $69,397 at 6%; with 50% employer match about $69,397 at 4% or $46,265 at 6%; with 100% employer match about $52,048 at 4% or $34,699 at 6%. |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 251 | $8,211,158 | $1,045,124 | $4,164iApproximate average salary by contribution assumption: employee only about $104,096 at 4% or $69,397 at 6%; with 50% employer match about $69,397 at 4% or $46,265 at 6%; with 100% employer match about $52,048 at 4% or $34,699 at 6%. |
| Homeward Bound Employee Benefit Plan | - | 170 | - | - | - |
| 2022 | 2 | 279 | $9,755,945 | $1,019,258 | $3,653iApproximate average salary by contribution assumption: employee only about $91,331 at 4% or $60,888 at 6%; with 50% employer match about $60,888 at 4% or $40,592 at 6%; with 100% employer match about $45,666 at 4% or $30,444 at 6%. |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 279 | $9,755,945 | $1,019,258 | $3,653iApproximate average salary by contribution assumption: employee only about $91,331 at 4% or $60,888 at 6%; with 50% employer match about $60,888 at 4% or $40,592 at 6%; with 100% employer match about $45,666 at 4% or $30,444 at 6%. |
| Homeward Bound Employee Benefit Plan | - | 193 | - | - | - |
| 2021 | 2 | 302 | $11,238,881 | $1,115,032 | $3,692iApproximate average salary by contribution assumption: employee only about $92,304 at 4% or $61,536 at 6%; with 50% employer match about $61,536 at 4% or $41,024 at 6%; with 100% employer match about $46,152 at 4% or $30,768 at 6%. |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 302 | $11,238,881 | $1,115,032 | $3,692iApproximate average salary by contribution assumption: employee only about $92,304 at 4% or $61,536 at 6%; with 50% employer match about $61,536 at 4% or $41,024 at 6%; with 100% employer match about $46,152 at 4% or $30,768 at 6%. |
| Homeward Bound Employee Benefit Plan | - | 169 | - | - | - |
| 2020 | 2 | 321 | $9,712,773 | $778,944 | $2,427iApproximate average salary by contribution assumption: employee only about $60,665 at 4% or $40,444 at 6%; with 50% employer match about $40,444 at 4% or $26,962 at 6%; with 100% employer match about $30,333 at 4% or $20,222 at 6%. |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 321 | $9,712,773 | $778,944 | $2,427iApproximate average salary by contribution assumption: employee only about $60,665 at 4% or $40,444 at 6%; with 50% employer match about $40,444 at 4% or $26,962 at 6%; with 100% employer match about $30,333 at 4% or $20,222 at 6%. |
| Homeward Bound Employee Benefit Plan | - | 175 | - | - | - |
| 2019 | 2 | 314 | $8,605,500 | $663,838 | $2,114iApproximate average salary by contribution assumption: employee only about $52,853 at 4% or $35,236 at 6%; with 50% employer match about $35,236 at 4% or $23,490 at 6%; with 100% employer match about $26,427 at 4% or $17,618 at 6%. |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 314 | $8,605,500 | $663,838 | $2,114iApproximate average salary by contribution assumption: employee only about $52,853 at 4% or $35,236 at 6%; with 50% employer match about $35,236 at 4% or $23,490 at 6%; with 100% employer match about $26,427 at 4% or $17,618 at 6%. |
| Homeward Bound Employee Benefit Plan | - | 168 | - | - | - |
| 2018 | 2 | 291 | $7,546,613 | $632,136 | $2,172iApproximate average salary by contribution assumption: employee only about $54,307 at 4% or $36,205 at 6%; with 50% employer match about $36,205 at 4% or $24,137 at 6%; with 100% employer match about $27,154 at 4% or $18,102 at 6%. |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 291 | $7,546,613 | $632,136 | $2,172iApproximate average salary by contribution assumption: employee only about $54,307 at 4% or $36,205 at 6%; with 50% employer match about $36,205 at 4% or $24,137 at 6%; with 100% employer match about $27,154 at 4% or $18,102 at 6%. |
| Homeward Bound Employee Benefit Plan | - | 156 | - | - | - |
| 2017 | 2 | 286 | $7,628,067 | $533,684 | $1,866iApproximate average salary by contribution assumption: employee only about $46,651 at 4% or $31,100 at 6%; with 50% employer match about $31,100 at 4% or $20,734 at 6%; with 100% employer match about $23,325 at 4% or $15,550 at 6%. |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 286 | $7,628,067 | $533,684 | $1,866iApproximate average salary by contribution assumption: employee only about $46,651 at 4% or $31,100 at 6%; with 50% employer match about $31,100 at 4% or $20,734 at 6%; with 100% employer match about $23,325 at 4% or $15,550 at 6%. |
| Homeward Bound Employee Benefit Plan | - | 153 | - | - | - |
| 2016 | 2 | 318 | $6,686,730 | $501,087 | $1,576iApproximate average salary by contribution assumption: employee only about $39,394 at 4% or $26,262 at 6%; with 50% employer match about $26,262 at 4% or $17,508 at 6%; with 100% employer match about $19,697 at 4% or $13,131 at 6%. |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 318 | $6,686,730 | $501,087 | $1,576iApproximate average salary by contribution assumption: employee only about $39,394 at 4% or $26,262 at 6%; with 50% employer match about $26,262 at 4% or $17,508 at 6%; with 100% employer match about $19,697 at 4% or $13,131 at 6%. |
| Homeward Bound Employee Benefit Plan | - | 200 | - | - | - |
| 2015 | 2 | 323 | $6,470,581 | $476,468 | $1,475iApproximate average salary by contribution assumption: employee only about $36,878 at 4% or $24,586 at 6%; with 50% employer match about $24,586 at 4% or $16,390 at 6%; with 100% employer match about $18,439 at 4% or $12,293 at 6%. |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 323 | $6,470,581 | $476,468 | $1,475iApproximate average salary by contribution assumption: employee only about $36,878 at 4% or $24,586 at 6%; with 50% employer match about $24,586 at 4% or $16,390 at 6%; with 100% employer match about $18,439 at 4% or $12,293 at 6%. |
| Homeward Bound Employee Benefit Plan | - | 192 | - | - | - |
| 2014 | 2 | 287 | $6,144,079 | $426,791 | $1,487iApproximate average salary by contribution assumption: employee only about $37,177 at 4% or $24,785 at 6%; with 50% employer match about $24,785 at 4% or $16,523 at 6%; with 100% employer match about $18,588 at 4% or $12,392 at 6%. |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 287 | $6,144,079 | $426,791 | $1,487iApproximate average salary by contribution assumption: employee only about $37,177 at 4% or $24,785 at 6%; with 50% employer match about $24,785 at 4% or $16,523 at 6%; with 100% employer match about $18,588 at 4% or $12,392 at 6%. |
| Homeward Bound Employee Benefit Plan | - | 182 | - | - | - |
| 2013 | 2 | 293 | $5,772,792 | $402,384 | $1,373iApproximate average salary by contribution assumption: employee only about $34,333 at 4% or $22,889 at 6%; with 50% employer match about $22,889 at 4% or $15,259 at 6%; with 100% employer match about $17,167 at 4% or $11,444 at 6%. |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 293 | $5,772,792 | $402,384 | $1,373iApproximate average salary by contribution assumption: employee only about $34,333 at 4% or $22,889 at 6%; with 50% employer match about $22,889 at 4% or $15,259 at 6%; with 100% employer match about $17,167 at 4% or $11,444 at 6%. |
| Homeward Bound Employee Benefit Plan | - | 185 | - | - | - |
| 2012 | 2 | 296 | $5,090,751 | $404,759 | $1,367iApproximate average salary by contribution assumption: employee only about $34,186 at 4% or $22,790 at 6%; with 50% employer match about $22,790 at 4% or $15,194 at 6%; with 100% employer match about $17,093 at 4% or $11,395 at 6%. |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 296 | $5,090,751 | $404,759 | $1,367iApproximate average salary by contribution assumption: employee only about $34,186 at 4% or $22,790 at 6%; with 50% employer match about $22,790 at 4% or $15,194 at 6%; with 100% employer match about $17,093 at 4% or $11,395 at 6%. |
| Homeward Bound Employee Benefit Plan | - | 184 | - | - | - |
| 2011 | 2 | 285 | $4,591,429 | $343,102 | $1,204iApproximate average salary by contribution assumption: employee only about $30,097 at 4% or $20,064 at 6%; with 50% employer match about $20,064 at 4% or $13,376 at 6%; with 100% employer match about $15,048 at 4% or $10,032 at 6%. |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 285 | $4,591,429 | $343,102 | $1,204iApproximate average salary by contribution assumption: employee only about $30,097 at 4% or $20,064 at 6%; with 50% employer match about $20,064 at 4% or $13,376 at 6%; with 100% employer match about $15,048 at 4% or $10,032 at 6%. |
| Homeward Bound Employee Benefit Plan | - | 146 | - | - | - |
| 2010 | 2 | 288 | $4,335,286 | $345,823 | $1,201iApproximate average salary by contribution assumption: employee only about $30,019 at 4% or $20,013 at 6%; with 50% employer match about $20,013 at 4% or $13,342 at 6%; with 100% employer match about $15,010 at 4% or $10,006 at 6%. |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 288 | $4,335,286 | $345,823 | $1,201iApproximate average salary by contribution assumption: employee only about $30,019 at 4% or $20,013 at 6%; with 50% employer match about $20,013 at 4% or $13,342 at 6%; with 100% employer match about $15,010 at 4% or $10,006 at 6%. |
| Homeward Bound Employee Benefit Plan | - | 157 | - | - | - |
| 2009 | 2 | 283 | $3,790,796 | $370,910 | $1,311iApproximate average salary by contribution assumption: employee only about $32,766 at 4% or $21,844 at 6%; with 50% employer match about $21,844 at 4% or $14,563 at 6%; with 100% employer match about $16,383 at 4% or $10,922 at 6%. |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 283 | $3,790,796 | $370,910 | $1,311iApproximate average salary by contribution assumption: employee only about $32,766 at 4% or $21,844 at 6%; with 50% employer match about $21,844 at 4% or $14,563 at 6%; with 100% employer match about $16,383 at 4% or $10,922 at 6%. |
| Homeward Bound Employee Benefit Plan | - | 154 | - | - | - |
| 2008 | 2 | 146 | $0 | $0 | - |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| Homeward Bound Employee Benefit Plan | - | 146 | - | - | - |
| 2007 | 3 | 148 | $0 | $0 | - |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| Homeward Bound Employee Benefit Plan | - | 148 | - | - | - |
| IRC 125 FLEXIBLE BENEFITS | - | 137 | - | - | - |
| 2006 | 3 | 142 | $0 | $0 | - |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| Homeward Bound Employee Benefit Plan | - | 142 | - | - | - |
| IRC 125 FLEXIBLE BENEFITS | - | 124 | - | - | - |
| 2005 | 3 | 149 | $0 | $0 | - |
| Homeward Bound Employee Benefit Plan | - | 149 | - | - | - |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| IRC 125 FLEXIBLE BENEFITS | - | 143 | - | - | - |
| 2004 | 2 | 154 | $0 | $0 | - |
| Homeward Bound Employee Benefit Plan | - | 154 | - | - | - |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| 2003 | 2 | 150 | $0 | $0 | - |
| Homeward Bound Employee Benefit Plan | - | 150 | - | - | - |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| 2002 | 2 | 158 | $0 | $0 | - |
| Homeward Bound Employee Benefit Plan | - | 158 | - | - | - |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| 2001 | 2 | 169 | $0 | $0 | - |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| Homeward Bound Employee Benefit Plan | - | 169 | - | - | - |
| 2000 | 2 | 156 | $0 | $0 | - |
| Homeward Bound Employee Benefit Plan | - | 156 | - | - | - |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| 1999 | 2 | 161 | $0 | $0 | - |
| Homeward Bound Inc. Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| Homeward Bound Employee Benefit Plan | - | 161 | - | - | - |