Home State Bank 401(k) Plan (terminated 2017): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2017. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Home State Bank 401(k) Plan Facts (plan year 2017)

Plan name
HOME STATE BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN
Plan type
401(k) and profit sharing with a company-stock (ESOP) component
Plan sponsor
HOME STATE BANK
Participants
228
Former employees with a balance
0
Plan year
Jan 1, 2017 – Jul 31, 2017
Plan established
Dec 14, 2014
— 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 2017 (Jan 1, 2017 – Jul 31, 2017), filed Apr 27, 2018. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2017

  • $1.53 million was paid out to participants.
  • Investment and other income added $15,115.

How the Home State Bank 401(k) changed, 2012–2017

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2012195$7.99 million$267,527$1.52 million
2013224$10.6 million$314,727$553,667
2014251$10.6 million$325,994$1.73 million
2015257$13.5 million$349,606$378,972
2016282$1.64 million$246,893$13.5 million
2017 (final)228$0—$1.53 million

Home State Bank 401(k) Contact Information

Phone
303-293-5551
Mailing address
2695 WEST EISENHOWER BLVD., LOVELAND CO 80537
Plan sponsor
HOME STATE BANK
Employer identification number (EIN)
84-0397193
Plan number
001

Questions about the Home State Bank 401(k)

Is the Home State Bank 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2017.

Does Home State Bank contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Home State Bank 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Home State Bank 401(k) plan?

228 participants at the start of plan year 2017.

Who manages the Home State Bank 401(k) accounts?

Newport (an Ascensus company) is the plan's recordkeeper, which is where participants log in to see their balance.

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