Civic Intelligence

HOMEWARD BOUND

Plan context: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOMEWARD BOUND

EIN 86-0660875 • Phoenix, AZ • 24 filings • 5 plans

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2302 W Colter StPhoenix, AZ 85015-2750
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$274,750

2023 Contributions

$12,550

Historical Graphs

Total Assets Over Time

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

$1,025,467$512,734$0200920162023YearValue
$274,750Latest year 2023

Participants Over Time

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

23120200920162023YearValue
5Latest year 2023

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
202315$274,750$12,550$2,510iApproximate average salary by contribution assumption: employee only about $62,750 at 4% or $41,833 at 6%; with 50% employer match about $41,833 at 4% or $27,889 at 6%; with 100% employer match about $31,375 at 4% or $20,917 at 6%.
403(B) THRIFT PLAN FOR EMPLOYEES OF HOMEWARD BOUND-5$274,750$12,550$2,510iApproximate average salary by contribution assumption: employee only about $62,750 at 4% or $41,833 at 6%; with 50% employer match about $41,833 at 4% or $27,889 at 6%; with 100% employer match about $31,375 at 4% or $20,917 at 6%.
2022110$612,609$26,800$2,680iApproximate average salary by contribution assumption: employee only about $67,000 at 4% or $44,667 at 6%; with 50% employer match about $44,667 at 4% or $29,778 at 6%; with 100% employer match about $33,500 at 4% or $22,333 at 6%.
403(B) THRIFT PLAN FOR EMPLOYEES OF HOMEWARD BOUND-10$612,609$26,800$2,680iApproximate average salary by contribution assumption: employee only about $67,000 at 4% or $44,667 at 6%; with 50% employer match about $44,667 at 4% or $29,778 at 6%; with 100% employer match about $33,500 at 4% or $22,333 at 6%.
2021110$566,673$35,365$3,537iApproximate average salary by contribution assumption: employee only about $88,413 at 4% or $58,942 at 6%; with 50% employer match about $58,942 at 4% or $39,294 at 6%; with 100% employer match about $44,206 at 4% or $29,471 at 6%.
403(B) THRIFT PLAN FOR EMPLOYEES OF HOMEWARD BOUND-10$566,673$35,365$3,537iApproximate average salary by contribution assumption: employee only about $88,413 at 4% or $58,942 at 6%; with 50% employer match about $58,942 at 4% or $39,294 at 6%; with 100% employer match about $44,206 at 4% or $29,471 at 6%.
2020111$641,910$38,747$3,522iApproximate average salary by contribution assumption: employee only about $88,061 at 4% or $58,708 at 6%; with 50% employer match about $58,708 at 4% or $39,138 at 6%; with 100% employer match about $44,031 at 4% or $29,354 at 6%.
403(B) THRIFT PLAN OF HOMEWARD BOUND-11$641,910$38,747$3,522iApproximate average salary by contribution assumption: employee only about $88,061 at 4% or $58,708 at 6%; with 50% employer match about $58,708 at 4% or $39,138 at 6%; with 100% employer match about $44,031 at 4% or $29,354 at 6%.
2019112$782,358$147,747$12,312iApproximate average salary by contribution assumption: employee only about $307,806 at 4% or $205,204 at 6%; with 50% employer match about $205,204 at 4% or $136,803 at 6%; with 100% employer match about $153,903 at 4% or $102,602 at 6%.
403(B) THRIFT PLAN OF HOMEWARD BOUND-12$782,358$147,747$12,312iApproximate average salary by contribution assumption: employee only about $307,806 at 4% or $205,204 at 6%; with 50% employer match about $205,204 at 4% or $136,803 at 6%; with 100% employer match about $153,903 at 4% or $102,602 at 6%.
2018112$669,502$29,576$2,465iApproximate average salary by contribution assumption: employee only about $61,617 at 4% or $41,078 at 6%; with 50% employer match about $41,078 at 4% or $27,385 at 6%; with 100% employer match about $30,808 at 4% or $20,539 at 6%.
403(B) THRIFT PLAN OF HOMEWARD BOUND-12$669,502$29,576$2,465iApproximate average salary by contribution assumption: employee only about $61,617 at 4% or $41,078 at 6%; with 50% employer match about $41,078 at 4% or $27,385 at 6%; with 100% employer match about $30,808 at 4% or $20,539 at 6%.
2017112$622,664$360,898$30,075iApproximate average salary by contribution assumption: employee only about $751,871 at 4% or $501,247 at 6%; with 50% employer match about $501,247 at 4% or $334,165 at 6%; with 100% employer match about $375,935 at 4% or $250,624 at 6%.
403(B) THRIFT PLAN OF HOMEWARD BOUND-12$622,664$360,898$30,075iApproximate average salary by contribution assumption: employee only about $751,871 at 4% or $501,247 at 6%; with 50% employer match about $501,247 at 4% or $334,165 at 6%; with 100% employer match about $375,935 at 4% or $250,624 at 6%.
2016112$250,094$63,154$5,263iApproximate average salary by contribution assumption: employee only about $131,571 at 4% or $87,714 at 6%; with 50% employer match about $87,714 at 4% or $58,476 at 6%; with 100% employer match about $65,785 at 4% or $43,857 at 6%.
403(B) THRIFT PLAN OF HOMEWARD BOUND-12$250,094$63,154$5,263iApproximate average salary by contribution assumption: employee only about $131,571 at 4% or $87,714 at 6%; with 50% employer match about $87,714 at 4% or $58,476 at 6%; with 100% employer match about $65,785 at 4% or $43,857 at 6%.
201518$264,904$32,412$4,052iApproximate average salary by contribution assumption: employee only about $101,288 at 4% or $67,525 at 6%; with 50% employer match about $67,525 at 4% or $45,017 at 6%; with 100% employer match about $50,644 at 4% or $33,763 at 6%.
403(B) THRIFT PLAN OF HOMEWARD BOUND-8$264,904$32,412$4,052iApproximate average salary by contribution assumption: employee only about $101,288 at 4% or $67,525 at 6%; with 50% employer match about $67,525 at 4% or $45,017 at 6%; with 100% employer match about $50,644 at 4% or $33,763 at 6%.
2014110$268,658$38,567$3,857iApproximate average salary by contribution assumption: employee only about $96,418 at 4% or $64,278 at 6%; with 50% employer match about $64,278 at 4% or $42,852 at 6%; with 100% employer match about $48,209 at 4% or $32,139 at 6%.
403(B) THRIFT PLAN OF HOMEWARD BOUND-10$268,658$38,567$3,857iApproximate average salary by contribution assumption: employee only about $96,418 at 4% or $64,278 at 6%; with 50% employer match about $64,278 at 4% or $42,852 at 6%; with 100% employer match about $48,209 at 4% or $32,139 at 6%.
2013114$311,570$74,269$5,305iApproximate average salary by contribution assumption: employee only about $132,623 at 4% or $88,415 at 6%; with 50% employer match about $88,415 at 4% or $58,944 at 6%; with 100% employer match about $66,312 at 4% or $44,208 at 6%.
403(B) THRIFT PLAN OF HOMEWARD BOUND-14$311,570$74,269$5,305iApproximate average salary by contribution assumption: employee only about $132,623 at 4% or $88,415 at 6%; with 50% employer match about $88,415 at 4% or $58,944 at 6%; with 100% employer match about $66,312 at 4% or $44,208 at 6%.
2012116$205,953$121,008$7,563iApproximate average salary by contribution assumption: employee only about $189,075 at 4% or $126,050 at 6%; with 50% employer match about $126,050 at 4% or $84,033 at 6%; with 100% employer match about $94,538 at 4% or $63,025 at 6%.
403(B) THRIFT PLAN OF HOMEWARD BOUND-16$205,953$121,008$7,563iApproximate average salary by contribution assumption: employee only about $189,075 at 4% or $126,050 at 6%; with 50% employer match about $126,050 at 4% or $84,033 at 6%; with 100% employer match about $94,538 at 4% or $63,025 at 6%.
2011121$975,945$77,747$3,702iApproximate average salary by contribution assumption: employee only about $92,556 at 4% or $61,704 at 6%; with 50% employer match about $61,704 at 4% or $41,136 at 6%; with 100% employer match about $46,278 at 4% or $30,852 at 6%.
403(B) THRIFT PLAN OF HOMEWARD BOUND-21$975,945$77,747$3,702iApproximate average salary by contribution assumption: employee only about $92,556 at 4% or $61,704 at 6%; with 50% employer match about $61,704 at 4% or $41,136 at 6%; with 100% employer match about $46,278 at 4% or $30,852 at 6%.
2010122$1,025,467$103,199$4,691iApproximate average salary by contribution assumption: employee only about $117,272 at 4% or $78,181 at 6%; with 50% employer match about $78,181 at 4% or $52,121 at 6%; with 100% employer match about $58,636 at 4% or $39,091 at 6%.
403(B) THRIFT PLAN OF HOMEWARD BOUND-22$1,025,467$103,199$4,691iApproximate average salary by contribution assumption: employee only about $117,272 at 4% or $78,181 at 6%; with 50% employer match about $78,181 at 4% or $52,121 at 6%; with 100% employer match about $58,636 at 4% or $39,091 at 6%.
2009123$757,164$95,296$4,143iApproximate average salary by contribution assumption: employee only about $103,583 at 4% or $69,055 at 6%; with 50% employer match about $69,055 at 4% or $46,037 at 6%; with 100% employer match about $51,791 at 4% or $34,528 at 6%.
403(B) THRIFT PLAN OF HOMEWARD BOUND-23$757,164$95,296$4,143iApproximate average salary by contribution assumption: employee only about $103,583 at 4% or $69,055 at 6%; with 50% employer match about $69,055 at 4% or $46,037 at 6%; with 100% employer match about $51,791 at 4% or $34,528 at 6%.
200810$0$0-
HOMEWARD BOUND RETIREMENT SAVINGS P LAN-0---
200710$0$0-
HOMEWARD BOUND RETIREMENT SAVINGS P LAN-0---
200610$0$0-
HOMEWARD BOUND RETIREMENT SAVINGS P LAN-0---
200510$0$0-
HOMEWARD BOUND RETIREMENT SAVINGS PLAN-0---
200410$0$0-
HOMEWARD BOUND RETIREMENT SAVINGS P LAN-0---
200310$0$0-
HOMEWARD BOUND RETIREKENT SAVINGS P LAN-0---
200210$0$0-
HOMEWARD BOUND RETIREMENT SAVINGS P LAN-0---
200110$0$0-
HOMEWARD BOUND RETIREMENT SAVINGS PLAN-0---
200010$0$0-
HOMEWARD BOUND RETIREMENT SAVINGS PLAN-0---