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NEW HORIZONS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameNEW HORIZONS, INC. RETIREMENT PLAN
Plan identification number 001

NEW HORIZONS, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NEW HORIZONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:NEW HORIZONS, INC.
Employer identification number (EIN):066040513
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW HORIZONS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01CAROL A. FITZGERALD2024-07-10
0012021-10-01MAUREEN CARDONE2023-04-03
0012020-10-01CHRISTINE MURRAY2022-04-06
0012019-10-01CHRISTINE MURRAY2021-07-12
0012018-10-01CHRISTINE MURRAY2020-02-17 CHRISTINE MURRAY2020-02-17
0012017-10-01CHRISTINE MURRAY2019-03-14
0012016-10-01CAROL A. FITZGERALD2018-01-31
0012015-10-01CAROL A. FITZGERALD2017-01-18
0012014-10-01ROBERT MAHER2016-07-14
0012013-10-01ROBERT MAHER2015-07-27
0012012-10-01ROBERT MAHER2014-03-27
0012011-10-01ROBERT MAHER2013-03-28
0012010-10-01ROBERT MAHER MICHAEL SHAW2012-07-09
0012009-10-01ROBERT MAHER MICHAEL SHAW2011-02-04

Plan Statistics for NEW HORIZONS, INC. RETIREMENT PLAN

401k plan membership statisitcs for NEW HORIZONS, INC. RETIREMENT PLAN

Measure Date Value
2023: NEW HORIZONS, INC. RETIREMENT PLAN 2023 401k membership
Market value of plan assets2023-09-304,013,739
Acturial value of plan assets2023-09-304,013,739
Funding target for retired participants and beneficiaries receiving payment2023-09-301,378,613
Number of terminated vested participants2023-09-3019
Fundng target for terminated vested participants2023-09-30219,736
Active participant vested funding target2023-09-302,634,952
Number of active participants2023-09-3047
Total funding liabilities for active participants2023-09-302,774,553
Total participant count2023-09-3075
Total funding target for all participants2023-09-304,372,902
Balance at beginning of prior year after applicable adjustments2023-09-300
Prefunding balance at beginning of prior year after applicable adjustments2023-09-300
Amount remaining of carryover balance2023-09-300
Amount remaining of prefunding balance2023-09-300
Present value of excess contributions2023-09-30352,086
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-09-30372,014
Reductions in caryover balances due to elections or deemed elections2023-09-300
Reductions in prefunding balances due to elections or deemed elections2023-09-300
Balance of carryovers at beginning of current year2023-09-300
Balance of prefunding at beginning of current year2023-09-300
Total employer contributions2023-09-301,010,648
Total employee contributions2023-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-09-300
Contributions made to avoid restrictions adjusted to valuation date2023-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-09-30975,605
Unpaid minimum required contributions for all prior years2023-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-09-300
Remaining amount of unpaid minimum required contributions2023-09-300
Minimum required contributions for current year target normal cost2023-09-30261,029
Net shortfall amortization installment of oustanding balance2023-09-30359,163
Waiver amortization installment2023-09-300
Total funding amount beforereflecting carryover/prefunding balances2023-09-30294,220
Additional cash requirement2023-09-30294,220
Contributions allocatedtoward minimum required contributions for current year2023-09-30975,605
Unpaid minimum required contributions for current year2023-09-300
Unpaid minimum required contributions for all years2023-09-300
2022: NEW HORIZONS, INC. RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-09-305,036,659
Acturial value of plan assets2022-09-305,036,659
Funding target for retired participants and beneficiaries receiving payment2022-09-301,395,192
Number of terminated vested participants2022-09-308
Fundng target for terminated vested participants2022-09-30257,372
Active participant vested funding target2022-09-302,191,659
Number of active participants2022-09-3046
Total funding liabilities for active participants2022-09-302,468,721
Total participant count2022-09-3063
Total funding target for all participants2022-09-304,121,285
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-30425,915
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-30449,170
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-30370,648
Total employee contributions2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-30352,086
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-30236,084
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-30352,086
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: NEW HORIZONS, INC. RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-09-304,522,078
Acturial value of plan assets2021-09-304,522,078
Funding target for retired participants and beneficiaries receiving payment2021-09-301,461,463
Number of terminated vested participants2021-09-308
Fundng target for terminated vested participants2021-09-30230,210
Active participant vested funding target2021-09-302,449,653
Number of active participants2021-09-3045
Total funding liabilities for active participants2021-09-302,735,821
Total participant count2021-09-3062
Total funding target for all participants2021-09-304,427,494
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-30688,357
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-30726,974
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-30600,648
Total employee contributions2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-30569,158
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-30237,827
Total funding amount beforereflecting carryover/prefunding balances2021-09-30143,243
Additional cash requirement2021-09-30143,243
Contributions allocatedtoward minimum required contributions for current year2021-09-30569,158
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: NEW HORIZONS, INC. RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-09-304,186,803
Acturial value of plan assets2020-09-304,186,803
Funding target for retired participants and beneficiaries receiving payment2020-09-301,218,655
Number of terminated vested participants2020-09-308
Fundng target for terminated vested participants2020-09-30451,847
Active participant vested funding target2020-09-302,011,689
Number of active participants2020-09-3048
Total funding liabilities for active participants2020-09-302,332,171
Total participant count2020-09-3064
Total funding target for all participants2020-09-304,002,673
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-30288,840
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-30305,593
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-30800,000
Total employee contributions2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-30753,522
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-30249,295
Total funding amount beforereflecting carryover/prefunding balances2020-09-3065,165
Additional cash requirement2020-09-3065,165
Contributions allocatedtoward minimum required contributions for current year2020-09-30753,522
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: NEW HORIZONS, INC. RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-09-303,988,175
Acturial value of plan assets2019-09-303,988,175
Funding target for retired participants and beneficiaries receiving payment2019-09-30862,456
Number of terminated vested participants2019-09-309
Fundng target for terminated vested participants2019-09-30210,805
Active participant vested funding target2019-09-302,201,449
Number of active participants2019-09-3047
Total funding liabilities for active participants2019-09-302,494,951
Total participant count2019-09-3062
Total funding target for all participants2019-09-303,568,212
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-30792,772
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-30839,625
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-30300,550
Total employee contributions2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-30288,840
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-30218,555
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-30288,840
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: NEW HORIZONS, INC. RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-09-304,594,502
Acturial value of plan assets2018-09-304,594,502
Funding target for retired participants and beneficiaries receiving payment2018-09-30852,566
Number of terminated vested participants2018-09-3016
Fundng target for terminated vested participants2018-09-30145,548
Active participant vested funding target2018-09-303,465,051
Number of active participants2018-09-3049
Total funding liabilities for active participants2018-09-303,675,144
Total participant count2018-09-3071
Total funding target for all participants2018-09-304,673,258
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-30749,465
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-30794,808
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-301,102,694
Total employee contributions2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-301,067,981
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30192,478
Net shortfall amortization installment of oustanding balance2018-09-3078,756
Total funding amount beforereflecting carryover/prefunding balances2018-09-30275,209
Additional cash requirement2018-09-30275,209
Contributions allocatedtoward minimum required contributions for current year2018-09-301,067,981
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: NEW HORIZONS, INC. RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-09-305,009,597
Acturial value of plan assets2017-09-305,009,597
Funding target for retired participants and beneficiaries receiving payment2017-09-301,287,924
Number of terminated vested participants2017-09-3024
Fundng target for terminated vested participants2017-09-30574,029
Active participant vested funding target2017-09-303,348,505
Number of active participants2017-09-3046
Total funding liabilities for active participants2017-09-303,482,721
Total participant count2017-09-3074
Total funding target for all participants2017-09-305,344,674
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-30505,585
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-30537,235
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-301,020,000
Total employee contributions2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30997,977
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30173,309
Net shortfall amortization installment of oustanding balance2017-09-30335,077
Total funding amount beforereflecting carryover/prefunding balances2017-09-30248,512
Additional cash requirement2017-09-30248,512
Contributions allocatedtoward minimum required contributions for current year2017-09-30997,977
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2010: NEW HORIZONS, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0149
Total number of active participants reported on line 7a of the Form 55002010-10-0141
Number of retired or separated participants receiving benefits2010-10-011
Number of other retired or separated participants entitled to future benefits2010-10-014
Total of all active and inactive participants2010-10-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: NEW HORIZONS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0149
Total number of active participants reported on line 7a of the Form 55002009-10-0142
Number of retired or separated participants receiving benefits2009-10-011
Number of other retired or separated participants entitled to future benefits2009-10-016
Total of all active and inactive participants2009-10-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-012

Financial Data on NEW HORIZONS, INC. RETIREMENT PLAN

Measure Date Value
2011 : NEW HORIZONS, INC. RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$305,322
Expenses. Total of all expenses incurred2011-09-30$19,477
Benefits paid (including direct rollovers)2011-09-30$19,477
Total plan assets at end of year2011-09-30$2,675,520
Total plan assets at beginning of year2011-09-30$2,389,675
Value of fidelity bond covering the plan2011-09-30$265,000
Total contributions received or receivable from participants2011-09-30$0
Expenses. Other expenses not covered elsewhere2011-09-30$0
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$-94,678
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$285,845
Net plan assets at end of year (total assets less liabilities)2011-09-30$2,675,520
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$2,389,675
Total contributions received or receivable from employer(s)2011-09-30$400,000
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : NEW HORIZONS, INC. RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for NEW HORIZONS, INC. RETIREMENT PLAN

2010: NEW HORIZONS, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: NEW HORIZONS, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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