Horizon Nut, LLC 401k Profit Sharing Plan — Form 5500 plan (Horizon Nut, LLC)

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 Nut, LLC 401k Profit Sharing Plan is a benefit plan reported by Horizon Nut, LLC under EIN 26-3759189 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $4,234,794 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Horizon Nut, LLC
EIN
26-3759189
Plan number
001
Plan type
2
Location
Tulare, CA
Latest filing year
2023
Participants
277
End-of-year plan assets
$4,234,794

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023277H, C20241008175003NAL0018094721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,234,794
Total liabilities (EOY)
$0
Net assets (EOY)
$4,234,794
Net assets (BOY)
$3,479,972

Income & contributions

Employer contributions
$224,210
Participant contributions
$280,549
Total contributions
$549,363
Total income / additions
$1,127,092

Expenses & distributions

Benefits paid
$343,274
Administrative expenses
$28,996
Total expenses
$372,270
Net increase / (decrease)
$754,822

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pasadena Private Welath, LLCINVESTMENT ADVISOR$24,046$02023

Related Form 5500 pages