2023 Form 5500 filing — Horizon Roofing 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 20241014075856NAL0012991347001) for Horizon Roofing 401(K) Plan, reported by Horizon Roofing, Inc under EIN 41-1765296 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.4MReported net assets$3,432,721
Participants184
Provider compensation$1.4M3 Schedule C row(s)$1,360,681
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014075856NAL0012991347001
- Plan sponsor
- Horizon Roofing, Inc
- EIN
- 41-1765296
- Plan number
- 001
- Location
- Waite Park, MN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,432,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,432,721
- Employer contributions
- $267,867
- Participant contributions
- $166,497
- Total income / additions
- $985,711
- Benefits paid
- $376,526
- Administrative expenses
- $311
- Total expenses
- $376,837
- Net increase / (decrease)
- $608,874
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $1,357,077 | not reported in the loaded dataset |
| Ascensus Holding Inc Dba Futureplan | CONTRACT ADMIN | $1,040 | $2,564 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |