Horizon Group Usa, Inc. Savings Plan — Form 5500 plan (Horizon Group Usa, 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 Group Usa, Inc. Savings Plan is a benefit plan reported by Horizon Group Usa, Inc. under EIN 22-3771662 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $12,800,649 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Horizon Group Usa, Inc.
EIN
22-3771662
Plan number
001
Plan type
2
Location
Warren, NJ
Latest filing year
2023
Participants
257
End-of-year plan assets
$12,800,649

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023257H, C20240916090905NAL0001337009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,800,649
Total liabilities (EOY)
$0
Net assets (EOY)
$12,800,649
Net assets (BOY)
$10,147,797

Income & contributions

Employer contributions
$336,445
Participant contributions
$1,214,533
Total contributions
$1,617,825
Total income / additions
$3,549,653

Expenses & distributions

Benefits paid
$837,018
Administrative expenses
$56,682
Total expenses
$896,801
Net increase / (decrease)
$2,652,852

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lindbrook Capital LLCADVISOR$31,502not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$23,633$02023

Related Form 5500 pages