Plan5500

Horton Holding, Inc. Retirement Savings Plan — Form 5500 plan (Horton Holding, 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, Horton Holding, Inc. Retirement Savings Plan is a benefit plan reported by Horton Holding, Inc. under EIN 41-0713535 and plan number 001. The latest loaded filing year is 2023. The filing reports 706 participants and $72,076,465 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Horton Holding, Inc.
EIN
41-0713535
Plan number
001
Plan type
2
Location
Roseville, MN
Latest filing year
2023
Participants
706
End-of-year plan assets
$72,076,465

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023706H, C20241015105553NAL0028128081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,076,465
Total liabilities (EOY)
$0
Net assets (EOY)
$72,076,465
Net assets (BOY)
$61,167,986

Income & contributions

Employer contributions
$1,300,445
Participant contributions
$2,716,738
Total contributions
$4,109,796
Total income / additions
$15,758,563

Expenses & distributions

Benefits paid
$4,778,092
Administrative expenses
$71,992
Total expenses
$4,850,084
Net increase / (decrease)
$10,908,479

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$71,992$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages