Plan5500

New Horizons Pension Plan — Form 5500 plan (New Horizons Of The Treasure Coast, 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 Horizons Pension Plan is a benefit plan reported by New Horizons Of The Treasure Coast, Inc. under EIN 59-6153749 and plan number 001. The latest loaded filing year is 2023. The filing reports 573 participants and $4,458,946 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Horizons Of The Treasure Coast, Inc.
EIN
59-6153749
Plan number
001
Plan type
2
Location
Fort Pierce, FL
Latest filing year
2023
Participants
573
End-of-year plan assets
$4,458,946

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023573H, C20241015140250NAL0029898881003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,458,946
Net assets (EOY)
$4,458,946
Net assets (BOY)
$4,540,944

Income & contributions

Employer contributions
$194,668
Total contributions
$194,668
Total income / additions
$615,789

Expenses & distributions

Benefits paid
$689,372
Administrative expenses
$2,651
Total expenses
$697,787
Net increase / (decrease)
-$81,998

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Variable Annuity Life Insurance Co.NONE$2,651$02023

Related Form 5500 pages