Plan5500

New Horizons Employee Savings 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 Employee Savings Plan is a benefit plan reported by New Horizons Of The Treasure Coast, Inc. under EIN 59-6153749 and plan number 002. The latest loaded filing year is 2023. The filing reports 635 participants and $3,718,078 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
002
Plan type
2
Location
Fort Pierce, FL
Latest filing year
2023
Participants
635
End-of-year plan assets
$3,718,078

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023635H, C20250501090537NAL0002127059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,718,078
Net assets (EOY)
$3,718,078
Net assets (BOY)
$3,858,230

Income & contributions

Participant contributions
$197,918
Total contributions
$197,918
Total income / additions
$567,126

Expenses & distributions

Benefits paid
$703,879
Administrative expenses
$3,357
Total expenses
$707,278
Net increase / (decrease)
-$140,152

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Variable Annuity Life Insurance CoNONE$3,357$02023

Related Form 5500 pages