Horizon Management, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Horizon Management, 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 Management, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Horizon Management, Inc. under EIN 34-1908108 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $2,179,147 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horizon Management, Inc.
- EIN
- 34-1908108
- Plan number
- 001
- Plan type
- 2
- Location
- Boardman, OH
- Latest filing year
- 2023
- Participants
- 356
- End-of-year plan assets
- $2,179,147
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 356 | H, C | 20241014214039NAL0013870643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,179,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,179,147
- Net assets (BOY)
- $2,011,603
Income & contributions
- Employer contributions
- $52,839
- Participant contributions
- $313,123
- Total contributions
- $365,962
- Total income / additions
- $651,770
Expenses & distributions
- Benefits paid
- $463,111
- Administrative expenses
- $21,115
- Total expenses
- $484,226
- Net increase / (decrease)
- $167,544
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trinity Pension Consultants, Inc. | TPA | $12,967 | $0 | 2023 |
| Transamerica Life Insurance Co. | RECORDKEEPER | $10,995 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $2,643 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $900 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $285 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $121 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Horizon Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Boardman, OH
- Trinity Pension Consultants, Inc. — Schedule C compensation
- Transamerica Life Insurance Co. — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation