Plan5500

The New Horizons Worldwide 401(K) Retirement Savings Plan — Form 5500 plan (New Horizons Worldwide, 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 New Horizons Worldwide 401(K) Retirement Savings Plan is a benefit plan reported by New Horizons Worldwide, Inc. under EIN 22-2941704 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $8,778,589 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Horizons Worldwide, Inc.
EIN
22-2941704
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
141
End-of-year plan assets
$8,778,589

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20241211105821NAL0007010099001
2023206H, C20241010145214NAL0020369857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$8,778,589

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$399,649

Expenses & distributions

Benefits paid
$9,163,685
Administrative expenses
$14,553
Total expenses
$9,178,238
Net increase / (decrease)
-$8,778,589

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$24,078$02023
Citizens Bank NaADVISOR$22,594not reported in the loaded dataset2023
Citizens Bank NaADVISOR$9,997not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$4,556$02023

Related Form 5500 pages