Co-Op 401(K) Plan — Form 5500 plan (Horizon Resources)
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, Co-Op 401(K) Plan is a benefit plan reported by Horizon Resources under EIN 45-0133285 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $18,105,783 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horizon Resources
- EIN
- 45-0133285
- Plan number
- 001
- Plan type
- 2
- Location
- Williston, ND
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $18,105,783
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241010140816NAL0041042066001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,105,783
- Total liabilities (EOY)
- $948
- Net assets (EOY)
- $18,104,835
- Net assets (BOY)
- $16,332,909
Income & contributions
- Employer contributions
- $323,077
- Participant contributions
- $567,104
- Total contributions
- $946,485
- Total income / additions
- $3,740,721
Expenses & distributions
- Benefits paid
- $1,908,752
- Administrative expenses
- $60,043
- Total expenses
- $1,968,795
- Net increase / (decrease)
- $1,771,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $42,296 | not reported in the loaded dataset | 2023 |
| Agri-Invest, LLC | NONE | $6,598 | not reported in the loaded dataset | 2023 |