Horizon Ag Products, Lp Retirement Plan — Form 5500 plan (Horizon Ag Products, Lp)

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, Horizon Ag Products, Lp Retirement Plan is a benefit plan reported by Horizon Ag Products, Lp under EIN 20-2393205 and plan number 002. The latest loaded filing year is 2023. The filing reports 120 participants and $7,018,265 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7MPlan net assets, end of year$7,018,265
Participants120Covered participants reported
Assets / participant$58.5KComputed: assets ÷ participants$58,486 (computed)
Provider compensation$27.5K2 Schedule C provider row(s)$27,472
Plan sponsor
Horizon Ag Products, Lp
EIN
20-2393205
Plan number
002
Plan type
2
Location
Lakewood, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023120H, C20241015084748NAL0029053089001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7M total assets
Net assets$7MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$765.9K
Benefits paid / distributions$738.4K
Contributions
Employer$256.7K
Participant$710.1K
Full reported line items

Net assets

Total assets (EOY)
$7,018,265
Total liabilities (EOY)
$0
Net assets (EOY)
$7,018,265
Net assets (BOY)
$5,773,597

Income & contributions

Employer contributions
$256,671
Participant contributions
$710,130
Total contributions
$986,289
Total income / additions
$2,010,580

Expenses & distributions

Benefits paid
$738,440
Administrative expenses
$27,472
Total expenses
$765,912
Net increase / (decrease)
$1,244,668
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning, Inc.N/A$18,330not reported in the loaded dataset2023
At Retirement Service, LLCN/A$9,142not reported in the loaded dataset2023

Related Form 5500 pages