Horizon House, Inc. Employer Retirement Plan And Trust — Form 5500 plan (Horizon House, 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, Horizon House, Inc. Employer Retirement Plan And Trust is a benefit plan reported by Horizon House, Inc. under EIN 23-1413304 and plan number 006. The latest loaded filing year is 2023. The filing reports 740 participants and $5,682,940 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.7MPlan net assets, end of year$5,682,940
Participants740Covered participants reported
Assets / participant$7.7KComputed: assets ÷ participants$7,680 (computed)
Provider compensation$37.5K1 Schedule C provider row(s)$37,458
Plan sponsor
Horizon House, Inc.
EIN
23-1413304
Plan number
006
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    740 participants · 2Sch HSch C
    View filing →
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)$5.7M total assets
Net assets$5.7MLiabilities$0
Money in vs. money out
Total income / additions$770.5K
Total expenses$686.2K
Benefits paid / distributions$683.4K
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$5,682,940
Total liabilities (EOY)
$0
Net assets (EOY)
$5,682,940
Net assets (BOY)
$5,598,622

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$770,510

Expenses & distributions

Benefits paid
$683,440
Administrative expenses
$2,752
Total expenses
$686,192
Net increase / (decrease)
$84,318
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.

Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income89%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $40 · Indirect $37.4K

Related Form 5500 pages