Plan5500

Safe Horizon, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Safe Horizon, Inc. (EIN 13-2946970) is a plan sponsor located in New York, NY with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-2946970
Location
New York, NY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Safe Horizon, Inc.

  • 3 loaded plans hold $44.8M in reported assets.
  • The largest, Safe Horizon 403(B) Retirement Savings Plan, holds 61% of this company's reported plan assets.
  • Plans cover 3,417 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$44.8MSummed across loaded plans$44,808,445
Total reported assets$44.8M$44,808,445
Total reported participants3.4K3,417
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$44.8M total assets
Net assets$44.8MLiabilities$0
Contributions & income
Employer contributions$1M
Participant contributions$1.6M
Total income / additions$9M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$7.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets61%Safe Horizon 403(B) Retirement Savings Plan
Participants per plan1,139Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Safe Horizon 403(B) Retirement Savings Plan$27.1M
    Plan #002 · 1,250 participants · 2023
  2. 2
    Safe Horizon 401(A) Retirement Savings Plan$17.7M
    Plan #001 · 1,386 participants · 2023
  3. 3
    Safe Horizon, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 781 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Safe Horizon, Inc.. Open one for its full reported snapshot.

  1. 2023
    Safe Horizon, Inc. Employee Benefits Plan781 participants · 2No schedules
    View filing →
  2. 2023
    Safe Horizon 401(A) Retirement Savings Plan1,386 participants · 2Sch HSch C
    View filing →
  3. 2023
    Safe Horizon 403(B) Retirement Savings Plan1,250 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Safe Horizon, Inc. report on Form 5500?
Safe Horizon, Inc. (EIN 13-2946970) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Safe Horizon, Inc.?
The Employer Identification Number (EIN) reported for Safe Horizon, Inc. is 13-2946970.
What is the latest Form 5500 filing year for Safe Horizon, Inc.?
The latest loaded Form 5500 filing year for Safe Horizon, Inc. is 2023.

Related Form 5500 pages