Home Instead, Inc. 401(k) Plan (terminated 2021): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2021, when $44.4 million was transferred out of the plan. Assets moved to the HONOR TECHNOLOGY, INC. 401(K) PLAN (sponsored by HONOR TECHNOLOGY, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Home Instead, Inc. 401(k) Plan Facts (plan year 2021)

Plan name
HOME INSTEAD SENIOR CARE 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HOME INSTEAD, INC.
Participants
683
Former employees with a balance
0
Employer contributions
$1,614,804 in plan year 2021 (34% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2021 – Dec 31, 2021
Plan established
Mar 16, 1997
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2021 (Jan 1, 2021 – Dec 31, 2021), filed Oct 31, 2022. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2021

  • $4.80 million went into the plan in contributions, $1.61 million of it from the employer (34%).
  • $8.43 million was paid out to participants.
  • Investment and other income added $6.49 million.

How the Home Instead, Inc. 401(k) changed, 2016–2021

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2016643$17.8 million$901,351$649,020
2017761$22.9 million$1.01 million$1.61 million
2018796$23.9 million$1.18 million$759,405
2019694$33.1 million$1.40 million$1.50 million
2020851$41.7 million$1.46 million$1.96 million
2021 (final)683$0$1.61 million$8.43 million

Home Instead, Inc. 401(k) Contact Information

Phone
402-498-4466
Mailing address
13323 CALIFORNIA ST, OMAHA NE 681545240
Plan sponsor
HOME INSTEAD, INC.
Employer identification number (EIN)
47-0777636
Plan number
001

Questions about the Home Instead, Inc. 401(k)

Is the Home Instead, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2021. Its assets were transferred to the HONOR TECHNOLOGY, INC. 401(K) PLAN.

Does Home Instead, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $1.61 million, 34% of all contributions.

Does the Home Instead, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Home Instead, Inc 401(k) plan?

683 participants at the start of plan year 2021.

Who manages the Home Instead, Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

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