401k Plan data: HOME SAVINGS BANK PROFIT SHARING PLAN plan

HOME SAVINGS BANK PROFIT SHARING PLAN 401k Plan overview

Plan Name	HOME SAVINGS BANK PROFIT SHARING PLAN
Plan identification number	001

HOME SAVINGS BANK PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HOME SAVINGS BANK has sponsored the creation of one or more 401k plans.

Company Name: HOME SAVINGS BANK

Employer identification number (EIN): 870471344

NAIC Classification: 522120
NAIC Description: Savings Institutions

Additional information about HOME SAVINGS BANK

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0095740

More information about HOME SAVINGS BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME SAVINGS BANK PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOHN G. SORENSEN, JR. 2024-06-12 JOHN G. SORENSEN, JR. 2024-06-12
001 2022-01-01 JOHN G. SORENSEN, JR. 2023-06-07
001 2021-01-01 JOHN G. SORENSEN, JR. 2022-06-15 PERRY JOYNER 2022-06-15
001 2020-01-01 JOHN G. SORENSEN, JR. 2021-06-01 PERRY JOYNER 2021-06-01
001 2019-01-01 JOHN G. SORENSEN, JR. 2020-04-29 PERRY JOYNER 2020-04-29
001 2018-01-01 JOHN G. SORENSEN, JR. 2019-04-24 PERRY JOYNER 2019-04-24
001 2017-01-01 JOHN G. SORENSEN, JR. 2018-05-10 PERRY JOYNER 2018-05-10
001 2016-01-01 JOHN G. SORENSEN, JR. 2017-06-23 PERRY JOYNER 2017-06-23
001 2015-01-01 PERRY JOYNER 2016-07-14 PERRY JOYNER 2016-07-13
001 2014-01-01 DON C BALLARD 2015-10-07 DON C BALLARD 2015-10-07
001 2013-01-01 DON C BALLARD 2014-02-18
001 2012-01-01 DON BALLARD
001 2011-01-01 DON BALLARD
001 2010-01-01 DON BALLARD
001 2009-01-01 DON BALLARD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JOHN G. SORENSEN, JR.	2024-06-12	JOHN G. SORENSEN, JR.	2024-06-12
001	2022-01-01	JOHN G. SORENSEN, JR.	2023-06-07
001	2021-01-01	JOHN G. SORENSEN, JR.	2022-06-15	PERRY JOYNER	2022-06-15
001	2020-01-01	JOHN G. SORENSEN, JR.	2021-06-01	PERRY JOYNER	2021-06-01
001	2019-01-01	JOHN G. SORENSEN, JR.	2020-04-29	PERRY JOYNER	2020-04-29
001	2018-01-01	JOHN G. SORENSEN, JR.	2019-04-24	PERRY JOYNER	2019-04-24
001	2017-01-01	JOHN G. SORENSEN, JR.	2018-05-10	PERRY JOYNER	2018-05-10
001	2016-01-01	JOHN G. SORENSEN, JR.	2017-06-23	PERRY JOYNER	2017-06-23
001	2015-01-01	PERRY JOYNER	2016-07-14	PERRY JOYNER	2016-07-13
001	2014-01-01	DON C BALLARD	2015-10-07	DON C BALLARD	2015-10-07
001	2013-01-01	DON C BALLARD	2014-02-18
001	2012-01-01	DON BALLARD
001	2011-01-01	DON BALLARD
001	2010-01-01	DON BALLARD
001	2009-01-01	DON BALLARD

Plan Statistics for HOME SAVINGS BANK PROFIT SHARING PLAN

401k plan membership statisitcs for HOME SAVINGS BANK PROFIT SHARING PLAN

Measure Date Value
2012: HOME SAVINGS BANK PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HOME SAVINGS BANK PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 18
Number of retired or separated participants receiving benefits 2011-01-01 19
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: HOME SAVINGS BANK PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 18
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 18
Number of participants with account balances 2010-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: HOME SAVINGS BANK PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of retired or separated participants receiving benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 28
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2012: HOME SAVINGS BANK PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HOME SAVINGS BANK PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	18
Number of retired or separated participants receiving benefits	2011-01-01	19
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: HOME SAVINGS BANK PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	18
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	18
Number of participants with account balances	2010-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: HOME SAVINGS BANK PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of retired or separated participants receiving benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	28
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on HOME SAVINGS BANK PROFIT SHARING PLAN

Measure	Date	Value
2012 : HOME SAVINGS BANK PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$60,000
Total plan liabilities at beginning of year	2012-12-31	$5,109
Total income from all sources	2012-12-31	$-224,935
Expenses. Total of all expenses incurred	2012-12-31	$51,948
Benefits paid (including direct rollovers)	2012-12-31	$48,929
Total plan assets at end of year	2012-12-31	$2,034,053
Total plan assets at beginning of year	2012-12-31	$2,256,045
Value of fidelity bond covering the plan	2012-12-31	$2,000,000
Total contributions received or receivable from participants	2012-12-31	$73,313
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-420,080
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-276,883
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,974,053
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,250,936
Assets. Value of real-estate (other than employer real property)	2012-12-31	$1,420,000
Total contributions received or receivable from employer(s)	2012-12-31	$121,832
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,019
2011 : HOME SAVINGS BANK PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$5,109
Total plan liabilities at beginning of year	2011-12-31	$3,462
Total income from all sources	2011-12-31	$16,116
Expenses. Total of all expenses incurred	2011-12-31	$613,945
Benefits paid (including direct rollovers)	2011-12-31	$612,050
Total plan assets at end of year	2011-12-31	$2,256,045
Total plan assets at beginning of year	2011-12-31	$2,852,227
Value of fidelity bond covering the plan	2011-12-31	$2,000,000
Total contributions received or receivable from participants	2011-12-31	$63,472
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-83,806
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-597,829
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,250,936
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,848,765
Assets. Value of real-estate (other than employer real property)	2011-12-31	$1,800,000
Total contributions received or receivable from employer(s)	2011-12-31	$36,450
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,895
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : HOME SAVINGS BANK PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$3,462
Total plan liabilities at beginning of year	2010-12-31	$603
Total income from all sources	2010-12-31	$82,540
Expenses. Total of all expenses incurred	2010-12-31	$36,757
Benefits paid (including direct rollovers)	2010-12-31	$34,050
Total plan assets at end of year	2010-12-31	$2,852,227
Total plan assets at beginning of year	2010-12-31	$2,803,585
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$65,276
Other income received	2010-12-31	$-14,430
Net income (gross income less expenses)	2010-12-31	$45,783
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,848,765
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,802,982
Assets. Value of real-estate (other than employer real property)	2010-12-31	$1,850,000
Total contributions received or receivable from employer(s)	2010-12-31	$31,694
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,707

Form 5500 Responses for HOME SAVINGS BANK PROFIT SHARING PLAN

2012: HOME SAVINGS BANK PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HOME SAVINGS BANK PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HOME SAVINGS BANK PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HOME SAVINGS BANK PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HOME SAVINGS BANK
Employer identification number (EIN):	870471344
NAIC Classification:	522120
NAIC Description:	Savings Institutions

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0095740