2023 Form 5500 filing — Horrocks Engineers 401(K) 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 20241008102253NAL0016444241001) for Horrocks Engineers 401(K) Plan, reported by Horrocks Engineers, Inc. under EIN 87-0296502 and plan number 001. It reports 977 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008102253NAL0016444241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horrocks Engineers, Inc.
- EIN
- 87-0296502
- Plan number
- 001
- Location
- Pleasant Grove, UT
- Participants
- 977
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,531,828
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,531,828
- Employer contributions
- $2,417,413
- Participant contributions
- $6,818,195
- Total income / additions
- $20,511,520
- Benefits paid
- $3,742,482
- Administrative expenses
- $203,639
- Total expenses
- $4,035,731
- Net increase / (decrease)
- $16,475,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $98,780 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $82,705 | not reported in the loaded dataset |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $22,154 | not reported in the loaded dataset |