Horizon House 403(B) Plan — Form 5500 plan (Horizon House)
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 House 403(B) Plan is a benefit plan reported by Horizon House under EIN 91-0725802 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $14,654,442 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horizon House
- EIN
- 91-0725802
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $14,654,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20241014093533NAL0014708339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,654,442
- Total liabilities (EOY)
- $3,500
- Net assets (EOY)
- $14,650,942
- Net assets (BOY)
- $12,337,330
Income & contributions
- Employer contributions
- $415,327
- Participant contributions
- $966,473
- Total contributions
- $1,393,525
- Total income / additions
- $3,497,669
Expenses & distributions
- Benefits paid
- $1,121,048
- Administrative expenses
- $53,965
- Total expenses
- $1,184,057
- Net increase / (decrease)
- $2,313,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $23,560 | not reported in the loaded dataset | 2023 |
| Highland Capital Advisors, LLC | NONE | $22,724 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | NONE | $7,417 | not reported in the loaded dataset | 2023 |