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 House 403(B) Retirement Plan is a benefit plan reported by Horizon House, Inc. under EIN 23-1413304 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,135 participants and $23,057,740 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,057,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,057,740
- Net assets (BOY)
- $21,049,210
Income & contributions
- Employer contributions
- $339,253
- Participant contributions
- $1,843,605
- Total contributions
- $2,271,185
- Total income / additions
- $5,611,761
Expenses & distributions
- Benefits paid
- $3,545,141
- Administrative expenses
- $41,296
- Total expenses
- $3,603,231
- Net increase / (decrease)
- $2,008,530