Horizon Beverage Co., Inc. 401k Retirement Plan — Form 5500 plan (Horizon Beverage Company, Inc.)
Plain-English plan 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, Horizon Beverage Co., Inc. 401k Retirement Plan is a benefit plan reported by Horizon Beverage Company, Inc. under EIN 04-1123650 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $18,808,479 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horizon Beverage Company, Inc.
- EIN
- 04-1123650
- Plan number
- 002
- Plan type
- 2
- Location
- Norton, MA
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $18,808,479
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20250812132457NAL0023013746001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,808,479
- Total liabilities (EOY)
- $61,642
- Net assets (EOY)
- $18,746,837
- Net assets (BOY)
- $15,831,129
Income & contributions
- Participant contributions
- $1,022,971
- Total contributions
- $1,138,071
- Total income / additions
- $5,939,397
Expenses & distributions
- Benefits paid
- $2,905,693
- Administrative expenses
- $68,862
- Total expenses
- $3,038,689
- Net increase / (decrease)
- $2,900,708
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $46,049 | $0 | 2023 |
| Raphael And Raphael, Llp | AUDITOR | $12,250 | not reported in the loaded dataset | 2023 |
| World Investment Advisors LLC | INVESTMENT ADVISOR | $10,688 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $5,212 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Horizon Beverage Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Norton, MA
- Empower Annuity Insurance Company — Schedule C compensation
- Raphael And Raphael, Llp — Schedule C compensation
- World Investment Advisors LLC — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation