Horizons 401(K) Plan — Form 5500 plan (Horizons Programs, 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, Horizons 401(K) Plan is a benefit plan reported by Horizons Programs, Inc. under EIN 06-1207164 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $7,024,199 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horizons Programs, Inc.
- EIN
- 06-1207164
- Plan number
- 001
- Plan type
- 2
- Location
- South Windham, CT
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $7,024,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20260420104934NAL0001351057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,024,199
- Net assets (EOY)
- $7,024,199
- Net assets (BOY)
- $5,193,829
Income & contributions
- Employer contributions
- $845,543
- Participant contributions
- $419,114
- Total contributions
- $1,264,657
- Total income / additions
- $2,191,484
Expenses & distributions
- Benefits paid
- $351,067
- Administrative expenses
- $10,047
- Total expenses
- $361,114
- Net increase / (decrease)
- $1,830,370
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $10,047 | not reported in the loaded dataset | 2023 |
| Freeman Retirement Plan Consulting | TPA | not reported in the loaded dataset | $2,511 | 2023 |
| Morningstar | INVESTMENT ADVISORY | not reported in the loaded dataset | $870 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Horizons Programs, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in South Windham, CT
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Freeman Retirement Plan Consulting — Schedule C compensation
- Morningstar — Schedule C compensation