2023 Form 5500 filing — Hbc Employees Trust
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 20250812132153NAL0004347523001) for Hbc Employees Trust, reported by Horizon Beverage Company under EIN 04-1123650 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250812132153NAL0004347523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horizon Beverage Company
- EIN
- 04-1123650
- Plan number
- 001
- Location
- Norton, MA
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,523,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,523,121
- Employer contributions
- $1,409,365
- Participant contributions
- $1,693,667
- Total income / additions
- $15,892,991
- Benefits paid
- $3,108,208
- Administrative expenses
- $186,639
- Total expenses
- $3,294,847
- Net increase / (decrease)
- $12,598,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $138,228 | $0 |
| World Investment Advisors LLC | INVESTMENT ADVISOR | $27,789 | not reported in the loaded dataset |
| The Angell Pension Group Inc | CONTRACT ADMIN | $17,144 | not reported in the loaded dataset |
| Raphael And Raphael, Llp | AUDITOR | $12,250 | not reported in the loaded dataset |