The Horizon Corporations Retirement Plan — Form 5500 plan (Horizon Health Services, Inc)

Plain-English plan 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, The Horizon Corporations Retirement Plan is a benefit plan reported by Horizon Health Services, Inc under EIN 16-6198498 and plan number 001. The latest loaded filing year is 2023. The filing reports 934 participants and $37,222,302 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Horizon Health Services, Inc
EIN
16-6198498
Plan number
001
Plan type
2
Location
Getzville, NY
Latest filing year
2023
Participants
934
End-of-year plan assets
$37,222,302

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023934H, C20241007125655NAL0031767170001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,222,302
Total liabilities (EOY)
$0
Net assets (EOY)
$37,222,302
Net assets (BOY)
$31,161,695

Income & contributions

Employer contributions
$2,076,607
Participant contributions
$2,280,575
Total contributions
$5,006,735
Total income / additions
$10,426,187

Expenses & distributions

Benefits paid
$4,353,749
Administrative expenses
$2,057
Total expenses
$4,365,580
Net increase / (decrease)
$6,060,607

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$2,057$02023

Related Form 5500 pages