2023 Form 5500 filing — Horizon Health Care, Inc. Retirement And Investment 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 20241014125236NAL0013306595006) for Horizon Health Care, Inc. Retirement And Investment 401(K) Plan, reported by Horizon Health Care, Inc. under EIN 46-0341255 and plan number 002. It reports 402 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)$16.7MReported net assets$16,729,215
Participants402
Provider compensation$41.3K2 Schedule C row(s)$41,287
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014125236NAL0013306595006
- Plan sponsor
- Horizon Health Care, Inc.
- EIN
- 46-0341255
- Plan number
- 002
- Location
- Howard, SD
- 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)$16.7M total assets
Net assets$16.7MLiabilities$18.3K
Full reported line items
- Total assets (EOY)
- $16,747,516
- Total liabilities (EOY)
- $18,301
- Net assets (EOY)
- $16,729,215
- Employer contributions
- $769,515
- Participant contributions
- $1,393,041
- Total income / additions
- $4,613,945
- Benefits paid
- $1,503,279
- Administrative expenses
- $104,517
- Total expenses
- $1,607,831
- Net increase / (decrease)
- $3,006,114
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel, Nicolaus & Co, Inc. | INVESTMENT ADVISOR | $37,959 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,328 | not reported in the loaded dataset |