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HORIZON MANAGEMENT SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameHORIZON MANAGEMENT SERVICES, INC. 401(K) PLAN
Plan identification number 333

HORIZON MANAGEMENT SERVICES, INC. 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HORIZON MANAGEMENT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HORIZON MANAGEMENT SERVICES, INC.
Employer identification number (EIN):561341624
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HORIZON MANAGEMENT SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332013-01-01CHERYL WILLIAMS2014-10-13
3332012-01-01CHERYL WILLIAMS
3332011-01-01CHERYL WILLIAMS
3332009-01-01CHERYL WILLIAMS
3332009-01-01CHERYL WILLIAMS
3332009-01-01CHERYL WILLIAMS CHERYL WILLIAMS2010-10-06

Plan Statistics for HORIZON MANAGEMENT SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for HORIZON MANAGEMENT SERVICES, INC. 401(K) PLAN

Measure Date Value
2012: HORIZON MANAGEMENT SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01166
Total number of active participants reported on line 7a of the Form 55002012-01-0124
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0143
Number of participants with account balances2012-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HORIZON MANAGEMENT SERVICES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01203
Total number of active participants reported on line 7a of the Form 55002011-01-0148
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01118
Total of all active and inactive participants2011-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01166
Number of participants with account balances2011-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: HORIZON MANAGEMENT SERVICES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01244
Total number of active participants reported on line 7a of the Form 55002009-01-01127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01119
Total of all active and inactive participants2009-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01246
Number of participants with account balances2009-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on HORIZON MANAGEMENT SERVICES, INC. 401(K) PLAN

Measure Date Value
2012 : HORIZON MANAGEMENT SERVICES, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$20,326
Total of all expenses incurred2012-12-31$162,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$162,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5
Value of total assets at end of year2012-12-31$119,752
Value of total assets at beginning of year2012-12-31$262,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$590
Total interest from all sources2012-12-31$373
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,531
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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$5
Participant contributions at end of year2012-12-31$4,897
Participant contributions at beginning of year2012-12-31$10,731
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$11
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$24
Administrative expenses (other) incurred2012-12-31$590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-142,429
Value of net assets at end of year (total assets less liabilities)2012-12-31$119,752
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$262,181
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$93,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$182,430
Value of interest in pooled separate accounts at end of year2012-12-31$19,363
Value of interest in pooled separate accounts at beginning of year2012-12-31$60,158
Interest on participant loans2012-12-31$361
Interest earned on other investments2012-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$18,026
Net investment gain/loss from pooled separate accounts2012-12-31$391
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$162,165
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31SUSAN H. SLUDER CPA, PA
Accountancy firm EIN2012-12-31201291926
2011 : HORIZON MANAGEMENT SERVICES, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$39,684
Total of all expenses incurred2011-12-31$1,112,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,101,659
Expenses. Certain deemed distributions of participant loans2011-12-31$10,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$64,522
Value of total assets at end of year2011-12-31$262,181
Value of total assets at beginning of year2011-12-31$1,335,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$300
Total interest from all sources2011-12-31$1,332
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$13,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$13,109
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$35,539
Participant contributions at end of year2011-12-31$10,731
Participant contributions at beginning of year2011-12-31$27,366
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$24
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$43
Administrative expenses (other) incurred2011-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,072,994
Value of net assets at end of year (total assets less liabilities)2011-12-31$262,181
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,335,175
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$182,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$933,504
Value of interest in pooled separate accounts at end of year2011-12-31$60,158
Value of interest in pooled separate accounts at beginning of year2011-12-31$373,667
Interest on participant loans2011-12-31$1,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-44,694
Net investment gain/loss from pooled separate accounts2011-12-31$5,415
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
Contributions received in cash from employer2011-12-31$28,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,101,659
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31SUSAN H. SLUDER CPA, PA
Accountancy firm EIN2011-12-31201291926
2010 : HORIZON MANAGEMENT SERVICES, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$201,204
Total of all expenses incurred2010-12-31$162,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$147,137
Expenses. Certain deemed distributions of participant loans2010-12-31$14,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$74,022
Value of total assets at end of year2010-12-31$1,335,175
Value of total assets at beginning of year2010-12-31$1,296,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$525
Total interest from all sources2010-12-31$2,286
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$16,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$16,819
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$33,406
Participant contributions at end of year2010-12-31$27,366
Participant contributions at beginning of year2010-12-31$47,829
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,468
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$43
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$525
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$38,899
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,335,175
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,296,276
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$933,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$849,553
Value of interest in pooled separate accounts at end of year2010-12-31$373,667
Value of interest in pooled separate accounts at beginning of year2010-12-31$397,961
Interest on participant loans2010-12-31$2,284
Interest earned on other investments2010-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$94,653
Net investment gain/loss from pooled separate accounts2010-12-31$13,424
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
Contributions received in cash from employer2010-12-31$24,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$147,137
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31SUSAN H. SLUDER CPA, PA
Accountancy firm EIN2010-12-31201291926
2009 : HORIZON MANAGEMENT SERVICES, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HORIZON MANAGEMENT SERVICES, INC. 401(K) PLAN

2012: HORIZON MANAGEMENT SERVICES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 MANAGEMENT SERVICES, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 MANAGEMENT SERVICES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080372
Policy instance 1
Insurance contract or identification numberTT080372
Number of Individuals Covered43
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080372
Policy instance 1
Insurance contract or identification numberTT080372
Number of Individuals Covered137
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080372
Policy instance 1
Insurance contract or identification numberTT080372
Number of Individuals Covered203
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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