2023 Form 5500 filing — Horizon Group Usa, Inc. Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916090905NAL0001337009001) for Horizon Group Usa, Inc. Savings Plan, reported by Horizon Group Usa, Inc. under EIN 22-3771662 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916090905NAL0001337009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horizon Group Usa, Inc.
- EIN
- 22-3771662
- Plan number
- 001
- Location
- Warren, NJ
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,800,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,800,649
- Employer contributions
- $336,445
- Participant contributions
- $1,214,533
- Total income / additions
- $3,549,653
- Benefits paid
- $837,018
- Administrative expenses
- $56,682
- Total expenses
- $896,801
- Net increase / (decrease)
- $2,652,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lindbrook Capital LLC | ADVISOR | $31,502 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $23,633 | $0 |