401k Plan data: HORIZONS HRS 401(K) PLAN plan

HORIZONS HRS 401(K) PLAN 401k Plan overview

Plan Name	HORIZONS HRS 401(K) PLAN
Plan identification number	001

HORIZONS HRS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

HORIZONS HRS, LTD has sponsored the creation of one or more 401k plans.

Company Name: HORIZONS HRS, LTD

Employer identification number (EIN): 262299587

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HORIZONS HRS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 DAVID J WILSON DAVID J WILSON 2013-10-16
001 2011-01-01 DAVID J. WILSON
001 2009-01-01 DAVID J. WILSON

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	DAVID J WILSON	DAVID J WILSON	2013-10-16
001	2011-01-01	DAVID J. WILSON
001	2009-01-01	DAVID J. WILSON

Plan Statistics for HORIZONS HRS 401(K) PLAN

401k plan membership statisitcs for HORIZONS HRS 401(K) PLAN

Measure Date Value
2012: HORIZONS HRS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HORIZONS HRS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 84
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 100
Number of participants with account balances 2011-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: HORIZONS HRS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 108
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 19
Total of all active and inactive participants 2009-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 127
Number of participants with account balances 2009-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: HORIZONS HRS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HORIZONS HRS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	84
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	100
Number of participants with account balances	2011-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: HORIZONS HRS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	108
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	19
Total of all active and inactive participants	2009-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	127
Number of participants with account balances	2009-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HORIZONS HRS 401(K) PLAN

Measure	Date	Value
2012 : HORIZONS HRS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$862,339
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$121,077
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$112,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$104,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$22,188
Value of total assets at end of year	2012-12-31	$0
Value of total assets at beginning of year	2012-12-31	$853,434
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,527
Total interest from all sources	2012-12-31	$879
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$85,343
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$22,188
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$39,860
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$5,107
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$1,358
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$1,374
Other income not declared elsewhere	2012-12-31	$87
Administrative expenses (other) incurred	2012-12-31	$2,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$8,905
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$853,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$765,852
Interest on participant loans	2012-12-31	$879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$41,241
Net investment gain/loss from pooled separate accounts	2012-12-31	$97,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$103,287
Contract administrator fees	2012-12-31	$5,292
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	VON LEHMAN CPA & ADVISORY FIRM
Accountancy firm EIN	2012-12-31	310905417
2011 : HORIZONS HRS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$19,838
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$101,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$88,664
Expenses. Certain deemed distributions of participant loans	2011-12-31	$3,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$33,701
Value of total assets at end of year	2011-12-31	$853,434
Value of total assets at beginning of year	2011-12-31	$935,066
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$9,725
Total interest from all sources	2011-12-31	$965
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$85,343
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$33,701
Participant contributions at end of year	2011-12-31	$39,860
Participant contributions at beginning of year	2011-12-31	$17,655
Participant contributions at end of year	2011-12-31	$5,107
Participant contributions at beginning of year	2011-12-31	$4,166
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$1,406
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$282
Other income not declared elsewhere	2011-12-31	$301
Administrative expenses (other) incurred	2011-12-31	$3,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-81,632
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$853,434
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$935,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$765,852
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$858,563
Income. Interest from loans (other than to participants)	2011-12-31	$965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$41,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$54,400
Net investment gain/loss from pooled separate accounts	2011-12-31	$-15,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$87,258
Contract administrator fees	2011-12-31	$5,769
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	VONLEHMAN CPA & ADVISORY FIRM
Accountancy firm EIN	2011-12-31	310905417
2010 : HORIZONS HRS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$154,445
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$79,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$68,057
Expenses. Certain deemed distributions of participant loans	2010-12-31	$2,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$68,753
Value of total assets at end of year	2010-12-31	$935,066
Value of total assets at beginning of year	2010-12-31	$860,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$9,654
Total interest from all sources	2010-12-31	$677
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$68,753
Participant contributions at end of year	2010-12-31	$17,655
Participant contributions at beginning of year	2010-12-31	$21,630
Participant contributions at end of year	2010-12-31	$4,166
Participant contributions at beginning of year	2010-12-31	$10,753
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$2,043
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$282
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$1,424
Other income not declared elsewhere	2010-12-31	$419
Administrative expenses (other) incurred	2010-12-31	$3,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$74,464
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$935,066
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$860,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$858,563
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$772,441
Interest on participant loans	2010-12-31	$677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$54,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$54,354
Net investment gain/loss from pooled separate accounts	2010-12-31	$84,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$66,014
Contract administrator fees	2010-12-31	$5,925
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	VONLEHMAN & COMPANY, INC
Accountancy firm EIN	2010-12-31	310970541

Form 5500 Responses for HORIZONS HRS 401(K) PLAN

2012: HORIZONS HRS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HORIZONS HRS 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HORIZONS HRS 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HORIZONS HRS, LTD
Employer identification number (EIN):	262299587
NAIC Classification:	561300