How many benefit plans does Horner & Shifrin Employee Benefits Plan report on Form 5500?

Horner & Shifrin Employee Benefits Plan (EIN 43-0861661) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Horner & Shifrin Employee Benefits Plan?

The Employer Identification Number (EIN) reported for Horner & Shifrin Employee Benefits Plan is 43-0861661.

What is the latest Form 5500 filing year for Horner & Shifrin Employee Benefits Plan?

The latest loaded Form 5500 filing year for Horner & Shifrin Employee Benefits Plan is 2023.

Horner & Shifrin Employee Benefits Plan — 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, Horner & Shifrin Employee Benefits Plan (EIN 43-0861661) is a plan sponsor located in Saint Louis, MO 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: 43-0861661
Location: Saint Louis, MO
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $28,181,916
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $28,181,916

Contributions & income

Employer contributions: $900,000
Participant contributions: $1,122,785
Total income / additions: $5,684,743

Expenses & distributions

Benefits paid / distributions: $830,156
Total expenses: $877,955
Net increase / (decrease): $4,806,788

Coverage

Total reported participants: 458
Plans with financial statements: 2
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

Horner & Shifrin Employee Benefits Plan plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Horner & Shifrin, Inc. Employee Stock Ownership Plan	002	113	$14,777,046	2023
Horner & Shifrin 401(K) Plan	001	166	$13,404,870	2023
Horner & Shifrin, Inc. Employee Benefit Plan	501	179	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Horner & Shifrin Employee Benefits Plan
Year	Plan	Participants	Schedules	Filing
2023	Horner & Shifrin, Inc. Employee Stock Ownership Plan	113	H	20241003152649NAL0004963811001
2023	Horner & Shifrin 401(K) Plan	166	H, C	20241011095521NAL0021630577001
2023	Horner & Shifrin, Inc. Employee Benefit Plan	179	—	20250222123142NAL0004872179001