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, Horner & Shifrin 401(K) Plan is a benefit plan reported by Horner & Shifrin, Inc under EIN 43-0861661 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $13,404,870 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,404,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,404,870
- Net assets (BOY)
- $11,005,336
Income & contributions
- Participant contributions
- $1,122,785
- Total contributions
- $1,156,646
- Total income / additions
- $3,276,288
Expenses & distributions
- Benefits paid
- $829,035
- Administrative expenses
- $47,719
- Total expenses
- $876,754
- Net increase / (decrease)
- $2,399,534