Horrocks Engineers 401(K) Plan — Form 5500 plan (Horrocks Engineers, 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, Horrocks Engineers 401(K) Plan is a benefit plan reported by Horrocks Engineers, Inc. under EIN 87-0296502 and plan number 001. The latest loaded filing year is 2023. The filing reports 977 participants and $68,531,828 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horrocks Engineers, Inc.
- EIN
- 87-0296502
- Plan number
- 001
- Plan type
- 2
- Location
- Pleasant Grove, UT
- Latest filing year
- 2023
- Participants
- 977
- End-of-year plan assets
- $68,531,828
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 977 | H, C | 20241008102253NAL0016444241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,531,828
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,531,828
- Net assets (BOY)
- $52,056,039
Income & contributions
- Employer contributions
- $2,417,413
- Participant contributions
- $6,818,195
- Total contributions
- $10,689,486
- Total income / additions
- $20,511,520
Expenses & distributions
- Benefits paid
- $3,742,482
- Administrative expenses
- $203,639
- Total expenses
- $4,035,731
- Net increase / (decrease)
- $16,475,789
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $98,780 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $82,705 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $22,154 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Horrocks Engineers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Pleasant Grove, UT
- Empower Annuity Insurance Company O — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation