2023 Form 5500 filing — Horizons 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 20260420104934NAL0001351057001) for Horizons 401(K) Plan, reported by Horizons Programs, Inc. under EIN 06-1207164 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260420104934NAL0001351057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horizons Programs, Inc.
- EIN
- 06-1207164
- Plan number
- 001
- Location
- South Windham, CT
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,024,199
- Net assets (EOY)
- $7,024,199
- Employer contributions
- $845,543
- Participant contributions
- $419,114
- Total income / additions
- $2,191,484
- Benefits paid
- $351,067
- Administrative expenses
- $10,047
- Total expenses
- $361,114
- Net increase / (decrease)
- $1,830,370
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $10,047 | not reported in the loaded dataset |
| Freeman Retirement Plan Consulting | TPA | not reported in the loaded dataset | $2,511 |
| Morningstar | INVESTMENT ADVISORY | not reported in the loaded dataset | $870 |