2023 Form 5500 filing — Horizon House 403(B) 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 20241014093533NAL0014708339001) for Horizon House 403(B) Plan, reported by Horizon House under EIN 91-0725802 and plan number 001. It reports 291 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)$14.7MReported net assets$14,650,942
Participants291
Provider compensation$53.7K3 Schedule C row(s)$53,701
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014093533NAL0014708339001
- Plan sponsor
- Horizon House
- EIN
- 91-0725802
- Plan number
- 001
- Location
- Seattle, WA
- 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)$14.7M total assets
Net assets$14.7MLiabilities$3.5K
Full reported line items
- Total assets (EOY)
- $14,654,442
- Total liabilities (EOY)
- $3,500
- Net assets (EOY)
- $14,650,942
- Employer contributions
- $415,327
- Participant contributions
- $966,473
- Total income / additions
- $3,497,669
- Benefits paid
- $1,121,048
- Administrative expenses
- $53,965
- Total expenses
- $1,184,057
- Net increase / (decrease)
- $2,313,612
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $23,560 | not reported in the loaded dataset |
| Highland Capital Advisors, LLC | NONE | $22,724 | not reported in the loaded dataset |
| Charles Schwab Trust Company | NONE | $7,417 | not reported in the loaded dataset |