New Horizon Family Health Services, Inc. Retirement Savings Plan — Form 5500 plan (New Horizon Family Health Services, 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, New Horizon Family Health Services, Inc. Retirement Savings Plan is a benefit plan reported by New Horizon Family Health Services, Inc. under EIN 57-0932597 and plan number 001. The latest loaded filing year is 2023. The filing reports 363 participants and $9,844,447 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Horizon Family Health Services, Inc.
- EIN
- 57-0932597
- Plan number
- 001
- Plan type
- 2
- Location
- Greenville, SC
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $9,844,447
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20241014134718NAL0026318737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,844,447
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,844,447
- Net assets (BOY)
- $8,572,705
Income & contributions
- Employer contributions
- $283,123
- Participant contributions
- $660,869
- Total contributions
- $957,749
- Total income / additions
- $2,124,952
Expenses & distributions
- Benefits paid
- $799,129
- Administrative expenses
- $33,192
- Total expenses
- $853,210
- Net increase / (decrease)
- $1,271,742
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $30,252 | $0 | 2023 |
| Ascensus Inc | THIRD PARTY ADMIN | $0 | $4,571 | 2023 |
| Principal Life Ins Co | CONTRACT ADMINISTRATOR | $1,607 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Horizon Family Health Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Greenville, SC
- Empower Annuity Insurance Company — Schedule C compensation
- Ascensus Inc — Schedule C compensation
- Principal Life Ins Co — Schedule C compensation