Horizon Global 401(K) Plan — Form 5500 plan (Horizon Global Corporation)

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 Global 401(K) Plan is a benefit plan reported by Horizon Global Corporation under EIN 47-3578964 and plan number 001. The latest loaded filing year is 2023. The filing reports 775 participants and $45,967,061 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Horizon Global Corporation
EIN
47-3578964
Plan number
001
Plan type
2
Location
Plymouth, MI
Latest filing year
2023
Participants
775
End-of-year plan assets
$45,967,061

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023775H, C20241010151402NAL0041291650001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,967,061
Total liabilities (EOY)
$0
Net assets (EOY)
$45,967,061
Net assets (BOY)
$55,788,540

Income & contributions

Employer contributions
$0
Participant contributions
$1,495,407
Total contributions
$1,502,968
Total income / additions
$10,445,265

Expenses & distributions

Benefits paid
$20,187,884
Administrative expenses
$77,434
Total expenses
$20,266,744
Net increase / (decrease)
-$9,821,479

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory Service LINVESTMENT ADVISOR$39,373not reported in the loaded dataset2023
Plante & Moran, PllcACCOUNTANT/AUDITOR$21,100not reported in the loaded dataset2023
Raymond JamesINVESTMENT ADVISOR$8,195not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$4,338$02023

Related Form 5500 pages