Horizon Roofing 401(K) Plan — Form 5500 plan (Horizon Roofing, 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 Roofing 401(K) Plan is a benefit plan reported by Horizon Roofing, Inc under EIN 41-1765296 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $3,432,721 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Horizon Roofing, Inc
EIN
41-1765296
Plan number
001
Plan type
2
Location
Waite Park, MN
Latest filing year
2023
Participants
184
End-of-year plan assets
$3,432,721

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20241014075856NAL0012991347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,432,721
Total liabilities (EOY)
$0
Net assets (EOY)
$3,432,721
Net assets (BOY)
$2,823,847

Income & contributions

Employer contributions
$267,867
Participant contributions
$166,497
Total contributions
$595,458
Total income / additions
$985,711

Expenses & distributions

Benefits paid
$376,526
Administrative expenses
$311
Total expenses
$376,837
Net increase / (decrease)
$608,874

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialINVESTMENT ADVISOR$1,357,077not reported in the loaded dataset2023
Ascensus Holding Inc Dba FutureplanCONTRACT ADMIN$1,040$2,5642023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages