Horizon Health Care, Inc. Retirement And Investment 401(K) Plan — Form 5500 plan (Horizon Health Care, 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 Health Care, Inc. Retirement And Investment 401(K) Plan is a benefit plan reported by Horizon Health Care, Inc. under EIN 46-0341255 and plan number 002. The latest loaded filing year is 2023. The filing reports 402 participants and $16,747,516 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.7MPlan net assets, end of year$16,729,215
Participants402Covered participants reported
Assets / participant$41.7KComputed: assets ÷ participants$41,660 (computed)
Provider compensation$41.3K2 Schedule C provider row(s)$41,287
- Plan sponsor
- Horizon Health Care, Inc.
- EIN
- 46-0341255
- Plan number
- 002
- Plan type
- 2
- Location
- Howard, SD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 402 | H, C | 20241014125236NAL0013306595006 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$16.7M total assets
Net assets$16.7MLiabilities$18.3K
Full reported line items
Net assets
- Total assets (EOY)
- $16,747,516
- Total liabilities (EOY)
- $18,301
- Net assets (EOY)
- $16,729,215
- Net assets (BOY)
- $13,723,101
Income & contributions
- Employer contributions
- $769,515
- Participant contributions
- $1,393,041
- Total contributions
- $2,314,590
- Total income / additions
- $4,613,945
Expenses & distributions
- Benefits paid
- $1,503,279
- Administrative expenses
- $104,517
- Total expenses
- $1,607,831
- Net increase / (decrease)
- $3,006,114
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel, Nicolaus & Co, Inc. | INVESTMENT ADVISOR | $37,959 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,328 | not reported in the loaded dataset | 2023 |