2023 Form 5500 filing — Horizon Management, Inc. 401(K) Profit Sharing 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 20241014214039NAL0013870643001) for Horizon Management, Inc. 401(K) Profit Sharing Plan, reported by Horizon Management, Inc. under EIN 34-1908108 and plan number 001. It reports 356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014214039NAL0013870643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horizon Management, Inc.
- EIN
- 34-1908108
- Plan number
- 001
- Location
- Boardman, OH
- Participants
- 356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,179,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,179,147
- Employer contributions
- $52,839
- Participant contributions
- $313,123
- Total income / additions
- $651,770
- Benefits paid
- $463,111
- Administrative expenses
- $21,115
- Total expenses
- $484,226
- Net increase / (decrease)
- $167,544
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trinity Pension Consultants, Inc. | TPA | $12,967 | $0 |
| Transamerica Life Insurance Co. | RECORDKEEPER | $10,995 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $2,643 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. | RECORDKEEPER | $900 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $285 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $121 | not reported in the loaded dataset |