2023 Form 5500 filing — Horizon Retail Construction 401(K) Profit Sharing 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 20241014152905NAL0027712673001) for Horizon Retail Construction 401(K) Profit Sharing Plan, reported by Horizon Retail Construction, Inc. under EIN 39-1753492 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152905NAL0027712673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horizon Retail Construction, Inc.
- EIN
- 39-1753492
- Plan number
- 001
- Location
- Sturtevant, WI
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,287,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,287,095
- Employer contributions
- $112,105
- Participant contributions
- $645,329
- Total income / additions
- $2,588,268
- Benefits paid
- $1,202,425
- Administrative expenses
- $3,182
- Total expenses
- $1,267,203
- Net increase / (decrease)
- $1,321,065
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $25,680 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,182 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |