Civic Intelligence

Horizon Wealth Management LLC

Plan context: Horizon Wealth Management LLC 401 K Profit Sharing Plan Trust

EIN 20-2314904 • Lagrange, IL • 15 filings • 5 plans

22 Calendar Court, Second FloorLagrange, IL 60525
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,065,779

2024 Contributions

$119,840

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,139,403$1,069,702$0201420192024YearValue
$1,065,779Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1370201420192024YearValue
9Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202419$1,065,779$119,840$13,316iApproximate average salary by contribution assumption: employee only about $332,889 at 4% or $221,926 at 6%; with 50% employer match about $221,926 at 4% or $147,951 at 6%; with 100% employer match about $166,444 at 4% or $110,963 at 6%.
Horizon Wealth Management LLC 401 K Profit Sharing Plan Trust-9$1,065,779$119,840$13,316iApproximate average salary by contribution assumption: employee only about $332,889 at 4% or $221,926 at 6%; with 50% employer match about $221,926 at 4% or $147,951 at 6%; with 100% employer match about $166,444 at 4% or $110,963 at 6%.
2023210$761,139$134,686$13,469iApproximate average salary by contribution assumption: employee only about $336,715 at 4% or $224,477 at 6%; with 50% employer match about $224,477 at 4% or $149,651 at 6%; with 100% employer match about $168,358 at 4% or $112,238 at 6%.
Horizon Wealth Management LLC 401 K Profit Sharing Plan Trust-10$761,139$134,686$13,469iApproximate average salary by contribution assumption: employee only about $336,715 at 4% or $224,477 at 6%; with 50% employer match about $224,477 at 4% or $149,651 at 6%; with 100% employer match about $168,358 at 4% or $112,238 at 6%.
HORIZON WEALTH MANAGEMENT LLC CASH BALANCE PLAN & TRUST-0$0--
2022213$2,004,632$683,395$52,569iApproximate average salary by contribution assumption: employee only about $1,314,221 at 4% or $876,147 at 6%; with 50% employer match about $876,147 at 4% or $584,098 at 6%; with 100% employer match about $657,111 at 4% or $438,074 at 6%.
HORIZON WEALTH MANAGEMENT LLC CASH BALANCE PLAN & TRUST-9$1,181,863$476,120$52,902iApproximate average salary by contribution assumption: employee only about $1,322,556 at 4% or $881,704 at 6%; with 50% employer match about $881,704 at 4% or $587,802 at 6%; with 100% employer match about $661,278 at 4% or $440,852 at 6%.
Horizon Wealth Management LLC 401 K Profit Sharing Plan Trust-13$822,769$207,275$15,944iApproximate average salary by contribution assumption: employee only about $398,606 at 4% or $265,737 at 6%; with 50% employer match about $265,737 at 4% or $177,158 at 6%; with 100% employer match about $199,303 at 4% or $132,869 at 6%.
2021211$2,139,403$712,059$64,733iApproximate average salary by contribution assumption: employee only about $1,618,316 at 4% or $1,078,877 at 6%; with 50% employer match about $1,078,877 at 4% or $719,252 at 6%; with 100% employer match about $809,158 at 4% or $539,439 at 6%.
Horizon Wealth Management LLC 401 K Profit Sharing Plan Trust-11$1,349,262$244,351$22,214iApproximate average salary by contribution assumption: employee only about $555,343 at 4% or $370,229 at 6%; with 50% employer match about $370,229 at 4% or $246,819 at 6%; with 100% employer match about $277,672 at 4% or $185,114 at 6%.
HORIZON WEALTH MANAGEMENT LLC CASH BALANCE PLAN & TRUST-10$790,141$467,708$46,771iApproximate average salary by contribution assumption: employee only about $1,169,270 at 4% or $779,513 at 6%; with 50% employer match about $779,513 at 4% or $519,676 at 6%; with 100% employer match about $584,635 at 4% or $389,757 at 6%.
2020211$1,223,770$686,679$62,425iApproximate average salary by contribution assumption: employee only about $1,560,634 at 4% or $1,040,423 at 6%; with 50% employer match about $1,040,423 at 4% or $693,615 at 6%; with 100% employer match about $780,317 at 4% or $520,211 at 6%.
Horizon Wealth Management LLC 401 K Profit Sharing Plan Trust-11$924,577$387,486$35,226iApproximate average salary by contribution assumption: employee only about $880,650 at 4% or $587,100 at 6%; with 50% employer match about $587,100 at 4% or $391,400 at 6%; with 100% employer match about $440,325 at 4% or $293,550 at 6%.
HORIZON WEALTH MANAGEMENT LLC CASH BALANCE PLAN & TRUST-11$299,193$299,193$27,199iApproximate average salary by contribution assumption: employee only about $679,984 at 4% or $453,323 at 6%; with 50% employer match about $453,323 at 4% or $302,215 at 6%; with 100% employer match about $339,992 at 4% or $226,661 at 6%.
201918$453,200$100,257$12,532iApproximate average salary by contribution assumption: employee only about $313,303 at 4% or $208,869 at 6%; with 50% employer match about $208,869 at 4% or $139,246 at 6%; with 100% employer match about $156,652 at 4% or $104,434 at 6%.
Horizon Wealth Management LLC 401 K Profit Sharing Plan Trust-8$453,200$100,257$12,532iApproximate average salary by contribution assumption: employee only about $313,303 at 4% or $208,869 at 6%; with 50% employer match about $208,869 at 4% or $139,246 at 6%; with 100% employer match about $156,652 at 4% or $104,434 at 6%.
201817$275,438$82,400$11,771iApproximate average salary by contribution assumption: employee only about $294,286 at 4% or $196,190 at 6%; with 50% employer match about $196,190 at 4% or $130,794 at 6%; with 100% employer match about $147,143 at 4% or $98,095 at 6%.
Horizon Wealth Management LLC 401 K Profit Sharing Plan Trust-7$275,438$82,400$11,771iApproximate average salary by contribution assumption: employee only about $294,286 at 4% or $196,190 at 6%; with 50% employer match about $196,190 at 4% or $130,794 at 6%; with 100% employer match about $147,143 at 4% or $98,095 at 6%.
201716$213,346$80,092$13,349iApproximate average salary by contribution assumption: employee only about $333,717 at 4% or $222,478 at 6%; with 50% employer match about $222,478 at 4% or $148,319 at 6%; with 100% employer match about $166,858 at 4% or $111,239 at 6%.
Horizon Wealth Management LLC 401 K Profit Sharing Plan Trust-6$213,346$80,092$13,349iApproximate average salary by contribution assumption: employee only about $333,717 at 4% or $222,478 at 6%; with 50% employer match about $222,478 at 4% or $148,319 at 6%; with 100% employer match about $166,858 at 4% or $111,239 at 6%.
201615$103,336$52,514$10,503iApproximate average salary by contribution assumption: employee only about $262,570 at 4% or $175,047 at 6%; with 50% employer match about $175,047 at 4% or $116,698 at 6%; with 100% employer match about $131,285 at 4% or $87,523 at 6%.
Horizon Wealth Management LLC 401 K Profit Sharing Plan Trust-5$103,336$52,514$10,503iApproximate average salary by contribution assumption: employee only about $262,570 at 4% or $175,047 at 6%; with 50% employer match about $175,047 at 4% or $116,698 at 6%; with 100% employer match about $131,285 at 4% or $87,523 at 6%.
201515$45,587$36,045$7,209iApproximate average salary by contribution assumption: employee only about $180,225 at 4% or $120,150 at 6%; with 50% employer match about $120,150 at 4% or $80,100 at 6%; with 100% employer match about $90,113 at 4% or $60,075 at 6%.
Horizon Wealth Management LLC 401 K Profit Sharing Plan Trust-5$45,587$36,045$7,209iApproximate average salary by contribution assumption: employee only about $180,225 at 4% or $120,150 at 6%; with 50% employer match about $120,150 at 4% or $80,100 at 6%; with 100% employer match about $90,113 at 4% or $60,075 at 6%.
201414$9,837$7,576$1,894iApproximate average salary by contribution assumption: employee only about $47,350 at 4% or $31,567 at 6%; with 50% employer match about $31,567 at 4% or $21,044 at 6%; with 100% employer match about $23,675 at 4% or $15,783 at 6%.
Horizon Wealth Management LLC 401 K Profit Sharing Plan Trust-4$9,837$7,576$1,894iApproximate average salary by contribution assumption: employee only about $47,350 at 4% or $31,567 at 6%; with 50% employer match about $31,567 at 4% or $21,044 at 6%; with 100% employer match about $23,675 at 4% or $15,783 at 6%.