Horizon Services LLC 401(K) Plan — Form 5500 plan (Horizon Services, 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 Services LLC 401(K) Plan is a benefit plan reported by Horizon Services, LLC under EIN 36-4411626 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,109 participants and $72,948,425 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Horizon Services, LLC
EIN
36-4411626
Plan number
001
Plan type
2
Location
Newark, DE
Latest filing year
2023
Participants
3,109
End-of-year plan assets
$72,948,425

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,109H, C20241013093159NAL0013968467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,948,425
Total liabilities (EOY)
$0
Net assets (EOY)
$72,948,425
Net assets (BOY)
$62,070,766

Income & contributions

Employer contributions
$1,973,319
Participant contributions
$7,767,390
Total contributions
$10,774,329
Total income / additions
$21,596,836

Expenses & distributions

Benefits paid
$10,387,227
Administrative expenses
$234,968
Total expenses
$10,719,177
Net increase / (decrease)
$10,877,659

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$149,967$02023
Creative Planning Holdco, LLCINVESTMENT/FINANCIAL ADVI$85,000$02023

Related Form 5500 pages