Plan5500

New Horizons Resources, 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, New Horizons Resources, Inc (EIN 52-4862107) is a plan sponsor located in Pleasant Valley, NY 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
52-4862107
Location
Pleasant Valley, 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 New Horizons Resources, Inc

  • 3 loaded plans hold $9.7M in reported assets.
  • The largest, New Horizons Resources, Inc. 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 969 reported participants.
  • 1 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.7MSummed across loaded plans$9,684,192
Total reported assets$9.7M$9,684,192
Total reported participants969
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$9.7M total assets
Net assets$9.7MLiabilities—
Contributions & income
Employer contributions$326.3K
Participant contributions$646.2K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$550.1K
Total expenses$561K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

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 assets100%New Horizons Resources, Inc. 403(B) Plan
Participants per plan323Average 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
    New Horizons Resources, Inc. 403(B) Plan$9.7M
    Plan #001 · 518 participants · 2023
  2. 2
    New Horizons Resources, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Plan #520 · 297 participants · 2023
  3. 3
    New Horizons Resources, Inc. Deductible Share Health Reimbursement Arrangementnot reported in the loaded dataset
    Plan #525 · 154 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 New Horizons Resources, Inc. Open one for its full reported snapshot.

  1. 2023
    New Horizons Resources, Inc. Welfare Benefits Plan297 participants · 2No schedules
    View filing →
  2. 2023
    New Horizons Resources, Inc. Deductible Share Health Reimbursement Arrangement154 participants · 2No schedules
    View filing →
  3. 2023
    New Horizons Resources, Inc. 403(B) Plan518 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does New Horizons Resources, Inc report on Form 5500?
New Horizons Resources, Inc (EIN 52-4862107) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for New Horizons Resources, Inc?
The Employer Identification Number (EIN) reported for New Horizons Resources, Inc is 52-4862107.
What is the latest Form 5500 filing year for New Horizons Resources, Inc?
The latest loaded Form 5500 filing year for New Horizons Resources, Inc is 2023.

Related Form 5500 pages