Horizontal Integration Retirement Savings Plan — Form 5500 plan (Horizontal Integration, 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, Horizontal Integration Retirement Savings Plan is a benefit plan reported by Horizontal Integration, Inc. under EIN 36-3986047 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $15,865,109 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Horizontal Integration, Inc.
EIN
36-3986047
Plan number
001
Plan type
2
Location
St. Louis Park, MN
Latest filing year
2023
Participants
408
End-of-year plan assets
$15,865,109

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023408H, C20241015124355NAL0057651890001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,865,109
Total liabilities (EOY)
$0
Net assets (EOY)
$15,865,109
Net assets (BOY)
$11,901,009

Income & contributions

Employer contributions
$328,592
Participant contributions
$2,684,900
Total contributions
$3,425,615
Total income / additions
$5,862,221

Expenses & distributions

Benefits paid
$1,856,814
Administrative expenses
$41,307
Total expenses
$1,898,121
Net increase / (decrease)
$3,964,100

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$41,307$02023

Related Form 5500 pages