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HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameHORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN
Plan identification number 001

HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HORIZON FIVE STAR ENTERPRISES, INC has sponsored the creation of one or more 401k plans.

Company Name:HORIZON FIVE STAR ENTERPRISES, INC
Employer identification number (EIN):363377259
NAIC Classification:326100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01JAMES GUINN
0012015-01-01DAVID SULLIVAN
0012014-01-01DAVID SULLIVAN
0012013-01-01DAVID SULLIVAN
0012012-01-01DAVID SULLIVAN
0012011-01-01DAVID E SULLIVAN
0012009-01-01DAVID E SULLIVAN
0012009-01-01DAVID E SULLIVAN

Plan Statistics for HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN

Measure Date Value
2016: HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01131
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01121
Number of participants with account balances2016-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01109
Total number of active participants reported on line 7a of the Form 55002015-01-01106
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01129
Number of participants with account balances2015-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0196
Total number of active participants reported on line 7a of the Form 55002014-01-0185
Number of retired or separated participants receiving benefits2014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01106
Number of participants with account balances2014-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0189
Total number of active participants reported on line 7a of the Form 55002013-01-0191
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0196
Number of participants with account balances2013-01-0196
2012: HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0192
Total number of active participants reported on line 7a of the Form 55002012-01-0176
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0189
Number of participants with account balances2012-01-0189
2011: HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0195
Total number of active participants reported on line 7a of the Form 55002011-01-0171
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0192
Number of participants with account balances2011-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01110
Total number of active participants reported on line 7a of the Form 55002009-01-0174
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01102
Number of participants with account balances2009-01-01102

Financial Data on HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN

Measure Date Value
2016 : HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$434,409
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$782,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$759,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$220,882
Value of total assets at end of year2016-12-31$3,850,409
Value of total assets at beginning of year2016-12-31$4,198,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,491
Total interest from all sources2016-12-31$6,921
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$495
Administrative expenses professional fees incurred2016-12-31$14,572
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$360,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$193,919
Participant contributions at end of year2016-12-31$124,327
Participant contributions at beginning of year2016-12-31$174,448
Participant contributions at end of year2016-12-31$5,002
Participant contributions at beginning of year2016-12-31$4,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,724
Total non interest bearing cash at end of year2016-12-31$117,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-348,272
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,850,409
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,198,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$3,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,412,962
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,839,985
Interest on participant loans2016-12-31$6,921
Value of interest in common/collective trusts at end of year2016-12-31$188,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$178,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$130,485
Net investment gain/loss from pooled separate accounts2016-12-31$73,486
Net investment gain or loss from common/collective trusts2016-12-31$2,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$26,963
Employer contributions (assets) at beginning of year2016-12-31$731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$759,190
Contract administrator fees2016-12-31$5,305
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SIKICH, LLP
Accountancy firm EIN2016-12-31363168081
2015 : HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$217,023
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$243,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$222,818
Expenses. Certain deemed distributions of participant loans2015-12-31$2,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$210,447
Value of total assets at end of year2015-12-31$4,198,681
Value of total assets at beginning of year2015-12-31$4,225,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,544
Total interest from all sources2015-12-31$10,111
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$360,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$181,215
Participant contributions at end of year2015-12-31$174,448
Participant contributions at beginning of year2015-12-31$184,650
Participant contributions at end of year2015-12-31$4,580
Participant contributions at beginning of year2015-12-31$2,215
Other income not declared elsewhere2015-12-31$5,388
Administrative expenses (other) incurred2015-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-26,362
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,198,681
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,225,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,839,985
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,868,886
Interest on participant loans2015-12-31$7,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$178,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$168,774
Net investment gain/loss from pooled separate accounts2015-12-31$-8,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$29,232
Employer contributions (assets) at end of year2015-12-31$731
Employer contributions (assets) at beginning of year2015-12-31$518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$222,818
Contract administrator fees2015-12-31$18,529
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DUFFNER & COMPANY, P.C.
Accountancy firm EIN2015-12-31363522274
2014 : HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$562,845
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$116,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$96,950
Expenses. Certain deemed distributions of participant loans2014-12-31$6,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$199,664
Value of total assets at end of year2014-12-31$4,225,043
Value of total assets at beginning of year2014-12-31$3,779,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,654
Total interest from all sources2014-12-31$10,769
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$360,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$172,459
Participant contributions at end of year2014-12-31$184,650
Participant contributions at beginning of year2014-12-31$132,933
Participant contributions at end of year2014-12-31$2,215
Participant contributions at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$446,005
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,225,043
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,779,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,868,886
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,480,261
Interest on participant loans2014-12-31$8,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$168,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$165,153
Net investment gain/loss from pooled separate accounts2014-12-31$352,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$27,205
Employer contributions (assets) at end of year2014-12-31$518
Employer contributions (assets) at beginning of year2014-12-31$691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$96,950
Contract administrator fees2014-12-31$13,654
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CORCORAN, ENDER AND ASSOCIATES LLC
Accountancy firm EIN2014-12-31364323082
2013 : HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$787,974
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$180,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$154,479
Expenses. Certain deemed distributions of participant loans2013-12-31$13,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$191,908
Value of total assets at end of year2013-12-31$3,779,038
Value of total assets at beginning of year2013-12-31$3,171,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,265
Total interest from all sources2013-12-31$7,498
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$377,903
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$165,016
Participant contributions at end of year2013-12-31$132,933
Participant contributions at beginning of year2013-12-31$158,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$607,813
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,779,038
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,171,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,480,261
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,793,394
Interest on participant loans2013-12-31$5,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$165,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$219,197
Net investment gain/loss from pooled separate accounts2013-12-31$588,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$26,892
Employer contributions (assets) at end of year2013-12-31$691
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$154,479
Contract administrator fees2013-12-31$12,265
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CORCORAN, ENDER AND ASSOCIATES LLC
Accountancy firm EIN2013-12-31364323082
2012 : HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$496,183
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$163,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$139,546
Expenses. Certain deemed distributions of participant loans2012-12-31$11,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$139,404
Value of total assets at end of year2012-12-31$3,171,225
Value of total assets at beginning of year2012-12-31$2,838,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,757
Total interest from all sources2012-12-31$8,310
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$315,890
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$139,270
Participant contributions at end of year2012-12-31$158,634
Participant contributions at beginning of year2012-12-31$94,698
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$332,566
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,171,225
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,838,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,793,394
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,501,721
Income. Interest from loans (other than to participants)2012-12-31$4,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$219,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$242,240
Net investment gain/loss from pooled separate accounts2012-12-31$348,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$139,546
Contract administrator fees2012-12-31$12,757
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CORCORAN, ENDER AND ASSOCIATES LLC
Accountancy firm EIN2012-12-31364323082
2011 : HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$67,936
Total of all expenses incurred2011-12-31$371,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$348,610
Expenses. Certain deemed distributions of participant loans2011-12-31$8,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$139,860
Value of total assets at end of year2011-12-31$2,838,659
Value of total assets at beginning of year2011-12-31$3,142,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,633
Total interest from all sources2011-12-31$9,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$139,860
Participant contributions at end of year2011-12-31$94,698
Participant contributions at beginning of year2011-12-31$126,652
Administrative expenses (other) incurred2011-12-31$14,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-303,500
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,838,659
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,142,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,501,721
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,619,207
Interest on participant loans2011-12-31$4,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$242,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$396,300
Net investment gain/loss from pooled separate accounts2011-12-31$-81,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$348,610
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CORCORAN, ENDER AND ASSOCIATES LLC
Accountancy firm EIN2011-12-31364323082
2010 : HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$537,328
Total of all expenses incurred2010-12-31$42,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$22,722
Expenses. Certain deemed distributions of participant loans2010-12-31$5,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$139,810
Value of total assets at end of year2010-12-31$3,142,159
Value of total assets at beginning of year2010-12-31$2,646,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,697
Total interest from all sources2010-12-31$12,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$139,810
Participant contributions at end of year2010-12-31$126,652
Participant contributions at beginning of year2010-12-31$141,969
Participant contributions at beginning of year2010-12-31$6,671
Administrative expenses (other) incurred2010-12-31$13,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$495,219
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,142,159
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,646,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,619,207
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,453,788
Interest on participant loans2010-12-31$7,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$396,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$44,512
Net investment gain/loss from pooled separate accounts2010-12-31$384,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$22,722
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CORCORAN, ENDER AND ASSOCIATES LLC
Accountancy firm EIN2010-12-31364323082

Form 5500 Responses for HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN

2016: HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HORIZON FIVE STAR COMPANIES RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE31 8491
Policy instance 1
Insurance contract or identification numberE31 8491
Number of Individuals Covered105
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,189
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $10,189
Insurance broker organization code?3
Insurance broker nameFSC AGENCY INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE318491
Policy instance 1
Insurance contract or identification numberE318491
Number of Individuals Covered106
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,409
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,409
Insurance broker organization code?3
Insurance broker nameFSC AGENCY INC
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number791181
Policy instance 1
Insurance contract or identification number791181
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-03-04
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE31 8491
Policy instance 2
Insurance contract or identification numberE31 8491
Number of Individuals Covered96
Insurance policy start date2013-03-05
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,168
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,168
Insurance broker organization code?3
Insurance broker nameFSC AGENCY INC
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number791181
Policy instance 1
Insurance contract or identification number791181
Number of Individuals Covered89
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 9118
Policy instance 1
Insurance contract or identification numberESP 9118
Number of Individuals Covered95
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 9118
Policy instance 1
Insurance contract or identification numberESP 9118
Number of Individuals Covered95
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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