The Horst Group Profit Sharing And Employee Savings Plan — Form 5500 plan (The Horst Group, 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 Horst Group Profit Sharing And Employee Savings Plan is a benefit plan reported by The Horst Group, Inc. under EIN 23-2108509 and plan number 001. The latest loaded filing year is 2023. The filing reports 459 participants and $30,969,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Horst Group, Inc.
- EIN
- 23-2108509
- Plan number
- 001
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 459
- End-of-year plan assets
- $30,969,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 459 | H, C | 20250715084542NAL0002627584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,969,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,969,424
- Net assets (BOY)
- $24,941,116
Income & contributions
- Employer contributions
- $583,514
- Participant contributions
- $1,658,111
- Total contributions
- $3,198,009
- Total income / additions
- $9,417,648
Expenses & distributions
- Benefits paid
- $3,269,702
- Administrative expenses
- $119,638
- Total expenses
- $3,389,340
- Net increase / (decrease)
- $6,028,308
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATION | $119,588 | $0 | 2023 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $48,085 | 2023 |
| Dunbar Bender & Zapf Inc. | CONTRACT ADMINISTRATOR | $11,650 | $3,166 | 2023 |
| The Retirement Advantage | OTHER SERVICES | $0 | $8,631 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Horst Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lancaster, PA
- Principal Life Insurance Company — Schedule C compensation
- Raymond James Fin Svcs Advisors — Schedule C compensation
- Dunbar Bender & Zapf Inc. — Schedule C compensation
- The Retirement Advantage — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation