Team Horner Group, 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, Team Horner Group, Inc. (EIN 81-0710190) is a plan sponsor located in Ft. Lauderdale, FL 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
81-0710190
Location
Ft. Lauderdale, FL
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 Team Horner Group, Inc.

  • 3 loaded plans hold $237.2M in reported assets.
  • The largest, Team Horner Employee Stock Ownership Plan, holds 86% of this company's reported plan assets.
  • Plans cover 1,744 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$195.9MSummed across loaded plans$195,899,932
Total reported assets$237.2M$237,193,771
Total reported participants1.7K1,744
Total reported liabilities$41.3M$41,293,839

Reported net position

Reported assets = net assets + liabilities (summed)$237.2M total assets
Net assets$195.9MLiabilities$41.3M
Contributions & income
Employer contributions$3.4M
Participant contributions$1.9M
Total income / additions-$784.3K
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$4M
Net increase / (decrease)-$4.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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 assets86%Team Horner Employee Stock Ownership Plan
Participants per plan581Average 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
    Plan #003 · 561 participants · 2023
  2. 2
    Plan #002 · 683 participants · 2023
  3. 3
    Team Horner Group, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 500 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Team Horner Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Team Horner Group, Inc. Welfare Benefit Plan500 participants · 2No schedules
    View filing →
  2. 2023
    Team Horner 401(K) Profit Sharing Plan683 participants · 2Sch HSch C
    View filing →
  3. 2023
    Team Horner Employee Stock Ownership Plan561 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Team Horner Group, Inc. report on Form 5500?
Team Horner Group, Inc. (EIN 81-0710190) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Team Horner Group, Inc.?
The Employer Identification Number (EIN) reported for Team Horner Group, Inc. is 81-0710190.
What is the latest Form 5500 filing year for Team Horner Group, Inc.?
The latest loaded Form 5500 filing year for Team Horner Group, Inc. is 2023.

Related Form 5500 pages