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HOMER, WILSON & CO, LTD MONEY PURCHASE PENSION PLAN — Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015120604NAL0002261731001
HOMER, WILSON & CO, LTD MONEY PURCHASE PENSION PLAN
Form 5500-SF
FILING_RECEIVED
HOMER, WILSON & CO, LTD MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HOMER, WILSON & CO, LTD MONEY PURCHASE PENSION PLAN
.
Find decision makers
Plan sponsor
Name
HOMER, WILSON & CO, LTD MONEY PURCHASE PENSION PLAN
EIN
36-3031566
Address
9920 DUNE GRASS WAY · SAINT JOHN, IN · 463731200
Phone
(219) 836-4930
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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