2023 Form 5500 filing — Horizon Roofing 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 20241014075856NAL0012991347001) for Horizon Roofing 401(K) Plan, reported by Horizon Roofing, Inc under EIN 41-1765296 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014075856NAL0012991347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horizon Roofing, Inc
- EIN
- 41-1765296
- Plan number
- 001
- Location
- Waite Park, MN
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,432,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,432,721
- Employer contributions
- $267,867
- Participant contributions
- $166,497
- Total income / additions
- $985,711
- Benefits paid
- $376,526
- Administrative expenses
- $311
- Total expenses
- $376,837
- Net increase / (decrease)
- $608,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $1,357,077 | not reported in the loaded dataset |
| Ascensus Holding Inc Dba Futureplan | CONTRACT ADMIN | $1,040 | $2,564 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |