Horizon Hobby Retirement Plan — Form 5500 plan (Horizon Hobby, 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 Hobby Retirement Plan is a benefit plan reported by Horizon Hobby, LLC under EIN 37-1181734 and plan number 001. The latest loaded filing year is 2023. The filing reports 691 participants and $50,243,446 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Horizon Hobby, LLC
EIN
37-1181734
Plan number
001
Plan type
2
Location
Champaign, IL
Latest filing year
2023
Participants
691
End-of-year plan assets
$50,243,446

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023691H, C20240820152315NAL0002823569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,243,446
Total liabilities (EOY)
$0
Net assets (EOY)
$50,243,446
Net assets (BOY)
$44,835,392

Income & contributions

Employer contributions
$688,928
Participant contributions
$1,835,750
Total contributions
$2,864,321
Total income / additions
$10,381,121

Expenses & distributions

Benefits paid
$4,836,873
Administrative expenses
$127,560
Total expenses
$4,973,067
Net increase / (decrease)
$5,408,054

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$127,560$02023
Creative Planning, Inc.INVESTMENT ADVISORY$0$54,9672023
Creative Planning, LLCINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages