The Horton Group, Inc. Retirement Savings Plan — Form 5500 plan (The Horton 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 Horton Group, Inc. Retirement Savings Plan is a benefit plan reported by The Horton Group, Inc. under EIN 36-3672171 and plan number 001. The latest loaded filing year is 2023. The filing reports 508 participants and $48,182,146 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Horton Group, Inc.
EIN
36-3672171
Plan number
001
Plan type
2
Location
Orland, IL
Latest filing year
2023
Participants
508
End-of-year plan assets
$48,182,146

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023508H, C20240924082654NAL0017104352001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,182,146
Total liabilities (EOY)
$0
Net assets (EOY)
$48,182,146
Net assets (BOY)
$39,249,748

Income & contributions

Employer contributions
$1,012,137
Participant contributions
$3,815,036
Total contributions
$5,158,715
Total income / additions
$12,161,424

Expenses & distributions

Benefits paid
$3,031,711
Administrative expenses
$197,315
Total expenses
$3,229,026
Net increase / (decrease)
$8,932,398

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cerity PartnersADVISOR$136,257not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$49,090$02023
Newport Trust CompanyTRUSTEE$11,968$02023

Related Form 5500 pages