Homer Tree Service, Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2014. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Homer Tree Service, Inc. 401(k) Plan Facts (plan year 2014)

Plan name
HOMER'S TREE-MENDOUS 401(K) PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HOMER TREE SERVICE, INC.
Participants
100 (155 active employees)
Former employees with a balance
10
Plan assets
$622,101 at Dec 31, 2014
Average account balance
$5,272 across 118 accounts
Employer contributions
$54,026 in plan year 2014 (34% of all contributions)
Plan year
Jan 1, 2014 – Dec 31, 2014
Plan established
Jan 1, 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 2014 (Jan 1, 2014 – Dec 31, 2014), filed Oct 13, 2015. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2014

  • $158,461 went into the plan in contributions, $54,026 of it from the employer (34%).

Homer Tree Service, Inc. 401(k) Contact Information

Phone
815-838-0320
Mailing address
16464 WEST 143RD STREET, SUITE A, LOCKPORT IL 60441
Plan sponsor
HOMER TREE SERVICE, INC.
Employer identification number (EIN)
37-1181097
Plan number
002

Questions about the Homer Tree Service, Inc. 401(k)

Is the Homer Tree Service, Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2014, and no later filing was found under this employer's EIN.

Does Homer Tree Service, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2014 the employer contributed $54,026, 34% of all contributions.

Does the Homer Tree Service, Inc 401(k) have automatic enrollment?

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

How many people are in the Homer Tree Service, Inc 401(k) plan?

100 participants at the start of plan year 2014, 155 of them active employees, and 10 former employees who still had money in the plan.

What is the average 401(k) balance at Homer Tree Service, Inc?

About $5,272 per account: $622,101 in plan assets across 118 accounts with a balance at the end of plan year 2014.

Who manages the Homer Tree Service, Inc 401(k) accounts?

CAPITAL BANK AND TRUST CO is the plan's recordkeeper, which is where participants log in to see their balance.

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