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HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameHOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN
Plan identification number 002

HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HOME & MORTGAGE SERVICES,INC. has sponsored the creation of one or more 401k plans.

Company Name:HOME & MORTGAGE SERVICES,INC.
Employer identification number (EIN):810462063
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-11-01
0022016-11-01
0022015-11-01
0022014-11-01
0022013-11-01LAURIE HARMON, AS PRACTITIONER
0022012-11-01LAURIE HARMON, AS PRACTITIONER
0022011-11-01LAURIE HARMON, AS PRACTITIONER
0022009-11-01BRENT SMALL
0022008-11-01

Plan Statistics for HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2017: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-015
Total number of active participants reported on line 7a of the Form 55002017-11-010
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-010
Total of all active and inactive participants2017-11-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-010
Number of participants with account balances2017-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-010
2016: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-015
Total number of active participants reported on line 7a of the Form 55002016-11-012
Number of retired or separated participants receiving benefits2016-11-012
Number of other retired or separated participants entitled to future benefits2016-11-011
Total of all active and inactive participants2016-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-015
Number of participants with account balances2016-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
2015: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-015
Total number of active participants reported on line 7a of the Form 55002015-11-012
Number of retired or separated participants receiving benefits2015-11-012
Number of other retired or separated participants entitled to future benefits2015-11-011
Total of all active and inactive participants2015-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-015
Number of participants with account balances2015-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-015
Total number of active participants reported on line 7a of the Form 55002014-11-012
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-013
Total of all active and inactive participants2014-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-015
Number of participants with account balances2014-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-015
Total number of active participants reported on line 7a of the Form 55002013-11-012
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-013
Total of all active and inactive participants2013-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-015
Number of participants with account balances2013-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-015
Total number of active participants reported on line 7a of the Form 55002012-11-012
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-013
Total of all active and inactive participants2012-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-015
Number of participants with account balances2012-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-015
Total number of active participants reported on line 7a of the Form 55002011-11-012
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-013
Total of all active and inactive participants2011-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-015
Number of participants with account balances2011-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2009: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-015
Total number of active participants reported on line 7a of the Form 55002009-11-014
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-011
Total of all active and inactive participants2009-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-015
Number of participants with account balances2009-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010

Financial Data on HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2018 : HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-05-31$8,058
Expenses. Total of all expenses incurred2018-05-31$804,445
Benefits paid (including direct rollovers)2018-05-31$802,587
Total plan assets at end of year2018-05-31$0
Total plan assets at beginning of year2018-05-31$796,387
Value of fidelity bond covering the plan2018-05-31$100,000
Expenses. Other expenses not covered elsewhere2018-05-31$1,858
Other income received2018-05-31$8,058
Net income (gross income less expenses)2018-05-31$-796,387
Net plan assets at end of year (total assets less liabilities)2018-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-05-31$796,387
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
2017 : HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-10-31$53,121
Expenses. Total of all expenses incurred2017-10-31$35,107
Benefits paid (including direct rollovers)2017-10-31$25,368
Total plan assets at end of year2017-10-31$796,387
Total plan assets at beginning of year2017-10-31$778,373
Value of fidelity bond covering the plan2017-10-31$100,000
Expenses. Other expenses not covered elsewhere2017-10-31$9,739
Other income received2017-10-31$53,121
Net income (gross income less expenses)2017-10-31$18,014
Net plan assets at end of year (total assets less liabilities)2017-10-31$796,387
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$778,373
Assets. Value of real-estate (other than employer real property)2017-10-31$0
2016 : HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-10-31$12,350
Expenses. Total of all expenses incurred2016-10-31$28,586
Benefits paid (including direct rollovers)2016-10-31$25,304
Total plan assets at end of year2016-10-31$778,373
Total plan assets at beginning of year2016-10-31$794,609
Value of fidelity bond covering the plan2016-10-31$100,000
Expenses. Other expenses not covered elsewhere2016-10-31$3,282
Other income received2016-10-31$12,350
Net income (gross income less expenses)2016-10-31$-16,236
Net plan assets at end of year (total assets less liabilities)2016-10-31$778,373
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$794,609
Assets. Value of real-estate (other than employer real property)2016-10-31$52,963
2015 : HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-10-31$1,935
Expenses. Total of all expenses incurred2015-10-31$28,050
Benefits paid (including direct rollovers)2015-10-31$25,685
Total plan assets at end of year2015-10-31$794,609
Total plan assets at beginning of year2015-10-31$820,724
Value of fidelity bond covering the plan2015-10-31$100,000
Expenses. Other expenses not covered elsewhere2015-10-31$2,365
Other income received2015-10-31$1,935
Net income (gross income less expenses)2015-10-31$-26,115
Net plan assets at end of year (total assets less liabilities)2015-10-31$794,609
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$820,724
Assets. Value of real-estate (other than employer real property)2015-10-31$68,418
Total contributions received or receivable from employer(s)2015-10-31$0
2014 : HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-10-31$17,621
Expenses. Total of all expenses incurred2014-10-31$27,091
Benefits paid (including direct rollovers)2014-10-31$25,456
Total plan assets at end of year2014-10-31$820,724
Total plan assets at beginning of year2014-10-31$830,194
Value of fidelity bond covering the plan2014-10-31$100,000
Expenses. Other expenses not covered elsewhere2014-10-31$1,635
Other income received2014-10-31$17,621
Net income (gross income less expenses)2014-10-31$-9,470
Net plan assets at end of year (total assets less liabilities)2014-10-31$820,724
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$830,194
Assets. Value of real-estate (other than employer real property)2014-10-31$49,000
2013 : HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-10-31$0
Total income from all sources2013-10-31$19,345
Expenses. Total of all expenses incurred2013-10-31$27,810
Benefits paid (including direct rollovers)2013-10-31$25,201
Total plan assets at end of year2013-10-31$830,194
Total plan assets at beginning of year2013-10-31$838,659
Value of fidelity bond covering the plan2013-10-31$100,000
Expenses. Other expenses not covered elsewhere2013-10-31$2,609
Other income received2013-10-31$19,345
Net income (gross income less expenses)2013-10-31$-8,465
Net plan assets at end of year (total assets less liabilities)2013-10-31$830,194
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$838,659
Assets. Value of real-estate (other than employer real property)2013-10-31$49,000
2012 : HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-10-31$0
Total plan liabilities at end of year2012-10-31$0
Total plan liabilities at beginning of year2012-10-31$1,491
Total income from all sources2012-10-31$30,742
Expenses. Total of all expenses incurred2012-10-31$30,292
Benefits paid (including direct rollovers)2012-10-31$24,676
Total plan assets at end of year2012-10-31$838,659
Total plan assets at beginning of year2012-10-31$839,700
Value of fidelity bond covering the plan2012-10-31$160,000
Expenses. Other expenses not covered elsewhere2012-10-31$5,616
Other income received2012-10-31$30,742
Net income (gross income less expenses)2012-10-31$450
Net plan assets at end of year (total assets less liabilities)2012-10-31$838,659
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$838,209
Assets. Value of real-estate (other than employer real property)2012-10-31$49,000
2011 : HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-10-31$1,491
Total plan liabilities at beginning of year2011-10-31$1,491
Total income from all sources2011-10-31$36,372
Expenses. Total of all expenses incurred2011-10-31$37,332
Benefits paid (including direct rollovers)2011-10-31$23,259
Total plan assets at end of year2011-10-31$810,700
Total plan assets at beginning of year2011-10-31$811,660
Value of fidelity bond covering the plan2011-10-31$100,000
Expenses. Other expenses not covered elsewhere2011-10-31$14,073
Other income received2011-10-31$36,372
Net income (gross income less expenses)2011-10-31$-960
Net plan assets at end of year (total assets less liabilities)2011-10-31$809,209
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$810,169
Assets. Value of real-estate (other than employer real property)2011-10-31$49,000
2008 : HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2008 401k financial data
Total plan liabilities at beginning of year2008-10-31$0
Total income from all sources2008-10-31$-25,972
Expenses. Total of all expenses incurred2008-10-31$23,806
Benefits paid (including direct rollovers)2008-10-31$20,638
Total plan assets at end of year2008-10-31$764,777
Total plan assets at beginning of year2008-10-31$814,555
Value of fidelity bond covering the plan2008-10-31$100,000
Expenses. Other expenses not covered elsewhere2008-10-31$3,168
Other income received2008-10-31$-25,972
Net income (gross income less expenses)2008-10-31$-49,778
Net plan assets at end of year (total assets less liabilities)2008-10-31$764,777
Net plan assets at beginning of year (total assets less liabilities)2008-10-31$814,555
Assets. Value of assets in partnership/joint-venture interests2008-10-31$90,000

Form 5500 Responses for HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN

2017: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingYes
2017-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: HOME & MORTGAGE SERVICES, INC. PROFIT SHARING PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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