Horizons Incorporated — 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, Horizons Incorporated (EIN 34-0816971) is a plan sponsor located in Cleveland, OH with 1 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
34-0816971
Location
Cleveland, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$29,137,241
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$29,137,241

Contributions & income

Employer contributions
$911,570
Participant contributions
$1,040,924
Total income / additions
$6,538,844

Expenses & distributions

Benefits paid / distributions
$6,706,532
Total expenses
$6,709,406
Net increase / (decrease)
-$170,562

Coverage

Total reported participants
331
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Horizons Incorporated plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Horizons 401(K) Plan001215$29,137,2412023
Horizons, Incorporated Health & Welfare Plan501116not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Horizons Incorporated
YearPlanParticipantsSchedulesFiling
2023Horizons 401(K) Plan215H, C20240905123610NAL0010374019001
2023Horizons, Incorporated Health & Welfare Plan11620241218115758NAL0002081859001

Related Form 5500 pages