2023 Form 5500 filing — Horner & Shifrin 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 20241011095521NAL0021630577001) for Horner & Shifrin 401(K) Plan, reported by Horner & Shifrin, Inc under EIN 43-0861661 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095521NAL0021630577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horner & Shifrin, Inc
- EIN
- 43-0861661
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,404,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,404,870
- Participant contributions
- $1,122,785
- Total income / additions
- $3,276,288
- Benefits paid
- $829,035
- Administrative expenses
- $47,719
- Total expenses
- $876,754
- Net increase / (decrease)
- $2,399,534
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Advisors Inc. | ADVISOR | $29,719 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $14,442 | $0 |