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HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameHOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

HOMESTEAD DESIGN, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOMESTEAD DESIGN, INC.
Employer identification number (EIN):030263636
NAIC Classification:236110

Additional information about HOMESTEAD DESIGN, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1977-04-06
Company Identification Number: 73214
Legal Registered Office Address: 8 CARMICHAEL STREET #101

ESSEX JCT.
United States of America (USA)
05452

More information about HOMESTEAD DESIGN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01VICKI GABERT VICKI GABERT2013-07-30
0022011-01-01VICKI GABERT VICKI GABERT2012-07-24
0022010-01-01VICKI GABERT VICKI GABERT2011-08-01
0022009-01-01JEFFREY FEUSSNER JEFFREY FEUSSNER2010-07-30

Plan Statistics for HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2016: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0121
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0120
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0119
Number of participants with account balances2015-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0120
Number of participants with account balances2014-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0119
Number of participants with account balances2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0121
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0121
Number of participants with account balances2012-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0120
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0120
Number of participants with account balances2011-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0118
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-0119
Number of participants with account balances2010-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
Number of participants with account balances2009-01-0118

Financial Data on HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2016 : HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources2016-10-31$603
Expenses. Total of all expenses incurred2016-10-31$2,385,380
Benefits paid (including direct rollovers)2016-10-31$2,385,380
Total plan assets at end of year2016-10-31$0
Total plan assets at beginning of year2016-10-31$2,384,777
Value of fidelity bond covering the plan2016-10-31$500,000
Other income received2016-10-31$603
Net income (gross income less expenses)2016-10-31$-2,384,777
Net plan assets at end of year (total assets less liabilities)2016-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$2,384,777
Assets. Value of employer securities2016-10-31$0
2015 : HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,435,719
Expenses. Total of all expenses incurred2015-12-31$2,912,235
Benefits paid (including direct rollovers)2015-12-31$2,912,235
Total plan assets at end of year2015-12-31$2,384,777
Total plan assets at beginning of year2015-12-31$3,861,293
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$1,385,800
Net income (gross income less expenses)2015-12-31$-1,476,516
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,384,777
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,861,293
Assets. Value of employer securities2015-12-31$2,099,759
Total contributions received or receivable from employer(s)2015-12-31$49,919
2014 : HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources2014-12-31$3,048,089
Expenses. Total of all expenses incurred2014-12-31$3,752,823
Benefits paid (including direct rollovers)2014-12-31$3,752,663
Total plan assets at end of year2014-12-31$3,861,293
Total plan assets at beginning of year2014-12-31$4,566,027
Value of fidelity bond covering the plan2014-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$160
Other income received2014-12-31$2,932,089
Net income (gross income less expenses)2014-12-31$-704,734
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,861,293
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,566,027
Assets. Value of employer securities2014-12-31$3,675,177
Total contributions received or receivable from employer(s)2014-12-31$116,000
2013 : HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,215,314
Expenses. Total of all expenses incurred2013-12-31$1,142,775
Benefits paid (including direct rollovers)2013-12-31$1,142,648
Total plan assets at end of year2013-12-31$4,566,027
Total plan assets at beginning of year2013-12-31$4,493,488
Value of fidelity bond covering the plan2013-12-31$1,000,000
Other income received2013-12-31$1,104,564
Net income (gross income less expenses)2013-12-31$72,539
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,566,027
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,493,488
Assets. Value of employer securities2013-12-31$4,565,095
Total contributions received or receivable from employer(s)2013-12-31$110,750
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$127
2012 : HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$87,084
Total income from all sources2012-12-31$617,741
Expenses. Total of all expenses incurred2012-12-31$331,337
Benefits paid (including direct rollovers)2012-12-31$325,042
Total plan assets at end of year2012-12-31$4,493,488
Total plan assets at beginning of year2012-12-31$4,294,168
Value of fidelity bond covering the plan2012-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$6,295
Other income received2012-12-31$476,541
Net income (gross income less expenses)2012-12-31$286,404
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,493,488
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,207,084
Assets. Value of employer securities2012-12-31$4,492,981
Total contributions received or receivable from employer(s)2012-12-31$141,200
2011 : HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$87,084
Total plan liabilities at beginning of year2011-12-31$172,234
Total income from all sources2011-12-31$433,710
Expenses. Total of all expenses incurred2011-12-31$384,364
Benefits paid (including direct rollovers)2011-12-31$371,913
Total plan assets at end of year2011-12-31$4,294,168
Total plan assets at beginning of year2011-12-31$4,329,972
Value of fidelity bond covering the plan2011-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2011-12-31$12,451
Other income received2011-12-31$284,194
Net income (gross income less expenses)2011-12-31$49,346
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,207,084
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,157,738
Assets. Value of employer securities2011-12-31$4,293,645
Total contributions received or receivable from employer(s)2011-12-31$149,516
2010 : HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$172,234
Total plan liabilities at beginning of year2010-12-31$255,065
Total income from all sources2010-12-31$-169,150
Expenses. Total of all expenses incurred2010-12-31$350,629
Benefits paid (including direct rollovers)2010-12-31$335,862
Total plan assets at end of year2010-12-31$4,329,972
Total plan assets at beginning of year2010-12-31$4,932,582
Value of fidelity bond covering the plan2010-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$14,767
Other income received2010-12-31$-320,577
Net income (gross income less expenses)2010-12-31$-519,779
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,157,738
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,677,517
Assets. Value of employer securities2010-12-31$4,314,758
Total contributions received or receivable from employer(s)2010-12-31$151,427

Form 5500 Responses for HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

2016: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HOMESTEAD DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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