2023 Form 5500 filing — The Horst Group Profit Sharing And Employee 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 20250715084542NAL0002627584001) for The Horst Group Profit Sharing And Employee Savings Plan, reported by The Horst Group, Inc. under EIN 23-2108509 and plan number 001. It reports 459 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715084542NAL0002627584001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Horst Group, Inc.
- EIN
- 23-2108509
- Plan number
- 001
- Location
- Lancaster, PA
- Participants
- 459
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,969,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,969,424
- Employer contributions
- $583,514
- Participant contributions
- $1,658,111
- Total income / additions
- $9,417,648
- Benefits paid
- $3,269,702
- Administrative expenses
- $119,638
- Total expenses
- $3,389,340
- Net increase / (decrease)
- $6,028,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATION | $119,588 | $0 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $48,085 |
| Dunbar Bender & Zapf Inc. | CONTRACT ADMINISTRATOR | $11,650 | $3,166 |
| The Retirement Advantage | OTHER SERVICES | $0 | $8,631 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |