Horizon Health And Wellness Inc. 401(K) Savings Plan — Form 5500 plan (Horizon Health And Wellness, 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 And Wellness Inc. 401(K) Savings Plan is a benefit plan reported by Horizon Health And Wellness, Inc. under EIN 86-0554593 and plan number 002. The latest loaded filing year is 2023. The filing reports 752 participants and $9,615,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horizon Health And Wellness, Inc.
- EIN
- 86-0554593
- Plan number
- 002
- Plan type
- 2
- Location
- Apache Junction, AZ
- Latest filing year
- 2023
- Participants
- 752
- End-of-year plan assets
- $9,615,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 752 | H, C | 20240930141739NAL0002673635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,615,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,615,011
- Net assets (BOY)
- $7,390,183
Income & contributions
- Employer contributions
- $646,030
- Participant contributions
- $1,305,325
- Total contributions
- $2,281,700
- Total income / additions
- $3,620,682
Expenses & distributions
- Benefits paid
- $1,194,875
- Administrative expenses
- $103,427
- Total expenses
- $1,395,854
- Net increase / (decrease)
- $2,224,828
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Ins And Annuity Co | RECORDKEEPER | $103,144 | $0 | 2023 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $283 | $32,762 | 2023 |
| Cbiz Benefits & Ins Services | TPA | $0 | $6,270 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Horizon Health And Wellness, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Apache Junction, AZ
- Voya Retirement Ins And Annuity Co — Schedule C compensation
- Cbiz Investment Advisory Services — Schedule C compensation
- Cbiz Benefits & Ins Services — Schedule C compensation