Horizon House, Inc. Employer Retirement Plan And Trust — Form 5500 plan (Horizon House, 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 House, Inc. Employer Retirement Plan And Trust is a benefit plan reported by Horizon House, Inc. under EIN 23-1413304 and plan number 006. The latest loaded filing year is 2023. The filing reports 740 participants and $5,682,940 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.7MPlan net assets, end of year$5,682,940
Participants740Covered participants reported
Assets / participant$7.7KComputed: assets ÷ participants$7,680 (computed)
Provider compensation$37.5K1 Schedule C provider row(s)$37,458
- Plan sponsor
- Horizon House, Inc.
- EIN
- 23-1413304
- Plan number
- 006
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 740 | H, C | 20241018082304NAL0064563074001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.7M total assets
Net assets$5.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,682,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,682,940
- Net assets (BOY)
- $5,598,622
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $770,510
Expenses & distributions
- Benefits paid
- $683,440
- Administrative expenses
- $2,752
- Total expenses
- $686,192
- Net increase / (decrease)
- $84,318
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income89%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $40 | $37,418 | 2023 |