Horizon Telcom 401(K) Plan — Form 5500 plan (Horizon Telcom)
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 Telcom 401(K) Plan is a benefit plan reported by Horizon Telcom under EIN 31-1449037 and plan number 005. The latest loaded filing year is 2023. The filing reports 299 participants and $29,125,428 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horizon Telcom
- EIN
- 31-1449037
- Plan number
- 005
- Plan type
- 2
- Location
- Chillicothe, OH
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $29,125,428
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241014085347NAL0014666339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,125,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,125,428
- Net assets (BOY)
- $25,263,036
Income & contributions
- Employer contributions
- $1,162,157
- Participant contributions
- $1,693,925
- Total contributions
- $3,183,011
- Total income / additions
- $7,504,284
Expenses & distributions
- Benefits paid
- $3,579,859
- Administrative expenses
- $62,033
- Total expenses
- $3,641,892
- Net increase / (decrease)
- $3,862,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everhart Financial Group Inc | ADVISOR | $31,256 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $21,581 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,197 | not reported in the loaded dataset | 2023 |