2023 Form 5500 filing — Horizon Health And Wellness Inc. 401(K) Savings 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 20240930141739NAL0002673635001) for Horizon Health And Wellness Inc. 401(K) Savings Plan, reported by Horizon Health And Wellness, Inc. under EIN 86-0554593 and plan number 002. It reports 752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930141739NAL0002673635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horizon Health And Wellness, Inc.
- EIN
- 86-0554593
- Plan number
- 002
- Location
- Apache Junction, AZ
- Participants
- 752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,615,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,615,011
- Employer contributions
- $646,030
- Participant contributions
- $1,305,325
- Total income / additions
- $3,620,682
- Benefits paid
- $1,194,875
- Administrative expenses
- $103,427
- Total expenses
- $1,395,854
- Net increase / (decrease)
- $2,224,828
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Ins And Annuity Co | RECORDKEEPER | $103,144 | $0 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $283 | $32,762 |
| Cbiz Benefits & Ins Services | TPA | $0 | $6,270 |