Horizon Health Care, Inc. Retirement And Investment 401(K) Plan — Form 5500 plan (Horizon Health Care, 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, Horizon Health Care, Inc. Retirement And Investment 401(K) Plan is a benefit plan reported by Horizon Health Care, Inc. under EIN 46-0341255 and plan number 002. The latest loaded filing year is 2023. The filing reports 402 participants and $16,747,516 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Horizon Health Care, Inc.
EIN
46-0341255
Plan number
002
Plan type
2
Location
Howard, SD
Latest filing year
2023
Participants
402
End-of-year plan assets
$16,747,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023402H, C20241014125236NAL0013306595006

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,747,516
Total liabilities (EOY)
$18,301
Net assets (EOY)
$16,729,215
Net assets (BOY)
$13,723,101

Income & contributions

Employer contributions
$769,515
Participant contributions
$1,393,041
Total contributions
$2,314,590
Total income / additions
$4,613,945

Expenses & distributions

Benefits paid
$1,503,279
Administrative expenses
$104,517
Total expenses
$1,607,831
Net increase / (decrease)
$3,006,114

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stifel, Nicolaus & Co, Inc.INVESTMENT ADVISOR$37,959not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$3,328not reported in the loaded dataset2023

Related Form 5500 pages