Horizon Retail Construction 401(K) Profit Sharing Plan — Form 5500 plan (Horizon Retail Construction, 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 Retail Construction 401(K) Profit Sharing Plan is a benefit plan reported by Horizon Retail Construction, Inc. under EIN 39-1753492 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $11,287,095 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horizon Retail Construction, Inc.
- EIN
- 39-1753492
- Plan number
- 001
- Plan type
- 2
- Location
- Sturtevant, WI
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $11,287,095
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241014152905NAL0027712673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,287,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,287,095
- Net assets (BOY)
- $9,966,030
Income & contributions
- Employer contributions
- $112,105
- Participant contributions
- $645,329
- Total contributions
- $801,850
- Total income / additions
- $2,588,268
Expenses & distributions
- Benefits paid
- $1,202,425
- Administrative expenses
- $3,182
- Total expenses
- $1,267,203
- Net increase / (decrease)
- $1,321,065
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $25,680 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,182 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Horizon Retail Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Sturtevant, WI
- Global Retirement Partners LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation