Horizons 401(K) Plan — Form 5500 plan (Horizons Incorporated)
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, Horizons 401(K) Plan is a benefit plan reported by Horizons Incorporated under EIN 34-0816971 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $29,137,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horizons Incorporated
- EIN
- 34-0816971
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $29,137,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20240905123610NAL0010374019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,137,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,137,241
- Net assets (BOY)
- $29,307,803
Income & contributions
- Employer contributions
- $911,570
- Participant contributions
- $1,040,924
- Total contributions
- $2,016,794
- Total income / additions
- $6,538,844
Expenses & distributions
- Benefits paid
- $6,706,532
- Administrative expenses
- $2,874
- Total expenses
- $6,709,406
- Net increase / (decrease)
- -$170,562
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| International Assets Advisory LLC | ADVISOR | $0 | $60,076 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,874 | $0 | 2023 |