2023 Form 5500 filing — Performance Horizon, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240910092556NAL0006652625001) for Performance Horizon, Inc. 401(K) Plan, reported by Performance Horizon Inc under EIN 27-4194494 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910092556NAL0006652625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Performance Horizon Inc
- EIN
- 27-4194494
- Plan number
- 001
- Location
- Forty Fort, PA
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,796,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,796,178
- Employer contributions
- $449,648
- Participant contributions
- $906,806
- Total income / additions
- $3,440,178
- Benefits paid
- $1,932,568
- Administrative expenses
- $58,265
- Total expenses
- $1,990,833
- Net increase / (decrease)
- $1,449,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kathmere Capital Mgmt LLC | INVESTMENT ADVISOR | $23,447 | $0 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $10,822 | $5,833 |
| Dyatech | CONTRACT ADMIN | $2,560 | $0 |