Horizon Financial Management
Plan context: Horizon Financial Management 401(K) Plan
EIN 20-2683842 • Crown Point, IN • 16 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$790,994
2024 Contributions
$35,741
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $35,741 | - |
| Horizon Financial Management 401(K) Plan | - | 0 | $0 | $35,741 | - |
| 2023 | 1 | 32 | $790,994 | $89,248 | $2,789iApproximate average salary by contribution assumption: employee only about $69,725 at 4% or $46,483 at 6%; with 50% employer match about $46,483 at 4% or $30,989 at 6%; with 100% employer match about $34,863 at 4% or $23,242 at 6%. |
| Horizon Financial Management 401(K) Plan | - | 32 | $790,994 | $89,248 | $2,789iApproximate average salary by contribution assumption: employee only about $69,725 at 4% or $46,483 at 6%; with 50% employer match about $46,483 at 4% or $30,989 at 6%; with 100% employer match about $34,863 at 4% or $23,242 at 6%. |
| 2022 | 1 | 30 | $625,968 | $86,336 | $2,878iApproximate average salary by contribution assumption: employee only about $71,947 at 4% or $47,964 at 6%; with 50% employer match about $47,964 at 4% or $31,976 at 6%; with 100% employer match about $35,973 at 4% or $23,982 at 6%. |
| Horizon Financial Management 401(K) Plan | - | 30 | $625,968 | $86,336 | $2,878iApproximate average salary by contribution assumption: employee only about $71,947 at 4% or $47,964 at 6%; with 50% employer match about $47,964 at 4% or $31,976 at 6%; with 100% employer match about $35,973 at 4% or $23,982 at 6%. |
| 2021 | 1 | 31 | $657,322 | $76,654 | $2,473iApproximate average salary by contribution assumption: employee only about $61,818 at 4% or $41,212 at 6%; with 50% employer match about $41,212 at 4% or $27,475 at 6%; with 100% employer match about $30,909 at 4% or $20,606 at 6%. |
| Horizon Financial Management 401(K) Plan | - | 31 | $657,322 | $76,654 | $2,473iApproximate average salary by contribution assumption: employee only about $61,818 at 4% or $41,212 at 6%; with 50% employer match about $41,212 at 4% or $27,475 at 6%; with 100% employer match about $30,909 at 4% or $20,606 at 6%. |
| 2020 | 1 | 30 | $526,240 | $57,564 | $1,919iApproximate average salary by contribution assumption: employee only about $47,970 at 4% or $31,980 at 6%; with 50% employer match about $31,980 at 4% or $21,320 at 6%; with 100% employer match about $23,985 at 4% or $15,990 at 6%. |
| Horizon Financial Management 401(K) Plan | - | 30 | $526,240 | $57,564 | $1,919iApproximate average salary by contribution assumption: employee only about $47,970 at 4% or $31,980 at 6%; with 50% employer match about $31,980 at 4% or $21,320 at 6%; with 100% employer match about $23,985 at 4% or $15,990 at 6%. |
| 2019 | 1 | 31 | $516,367 | $58,471 | $1,886iApproximate average salary by contribution assumption: employee only about $47,154 at 4% or $31,436 at 6%; with 50% employer match about $31,436 at 4% or $20,957 at 6%; with 100% employer match about $23,577 at 4% or $15,718 at 6%. |
| Horizon Financial Management 401(K) Plan | - | 31 | $516,367 | $58,471 | $1,886iApproximate average salary by contribution assumption: employee only about $47,154 at 4% or $31,436 at 6%; with 50% employer match about $31,436 at 4% or $20,957 at 6%; with 100% employer match about $23,577 at 4% or $15,718 at 6%. |
| 2018 | 1 | 29 | $390,376 | $58,221 | $2,008iApproximate average salary by contribution assumption: employee only about $50,191 at 4% or $33,460 at 6%; with 50% employer match about $33,460 at 4% or $22,307 at 6%; with 100% employer match about $25,095 at 4% or $16,730 at 6%. |
| Horizon Financial Management 401(K) Plan | - | 29 | $390,376 | $58,221 | $2,008iApproximate average salary by contribution assumption: employee only about $50,191 at 4% or $33,460 at 6%; with 50% employer match about $33,460 at 4% or $22,307 at 6%; with 100% employer match about $25,095 at 4% or $16,730 at 6%. |
| 2017 | 1 | 34 | $439,243 | $87,149 | $2,563iApproximate average salary by contribution assumption: employee only about $64,080 at 4% or $42,720 at 6%; with 50% employer match about $42,720 at 4% or $28,480 at 6%; with 100% employer match about $32,040 at 4% or $21,360 at 6%. |
| Horizon Financial Management 401(K) Plan | - | 34 | $439,243 | $87,149 | $2,563iApproximate average salary by contribution assumption: employee only about $64,080 at 4% or $42,720 at 6%; with 50% employer match about $42,720 at 4% or $28,480 at 6%; with 100% employer match about $32,040 at 4% or $21,360 at 6%. |
| 2016 | 1 | 39 | $325,262 | $99,541 | $2,552iApproximate average salary by contribution assumption: employee only about $63,808 at 4% or $42,539 at 6%; with 50% employer match about $42,539 at 4% or $28,359 at 6%; with 100% employer match about $31,904 at 4% or $21,269 at 6%. |
| Horizon Financial Management 401(K) Plan | - | 39 | $325,262 | $99,541 | $2,552iApproximate average salary by contribution assumption: employee only about $63,808 at 4% or $42,539 at 6%; with 50% employer match about $42,539 at 4% or $28,359 at 6%; with 100% employer match about $31,904 at 4% or $21,269 at 6%. |
| 2015 | 1 | 26 | $249,108 | $79,750 | $3,067iApproximate average salary by contribution assumption: employee only about $76,683 at 4% or $51,122 at 6%; with 50% employer match about $51,122 at 4% or $34,081 at 6%; with 100% employer match about $38,341 at 4% or $25,561 at 6%. |
| Horizon Financial Management 401(K) Plan | - | 26 | $249,108 | $79,750 | $3,067iApproximate average salary by contribution assumption: employee only about $76,683 at 4% or $51,122 at 6%; with 50% employer match about $51,122 at 4% or $34,081 at 6%; with 100% employer match about $38,341 at 4% or $25,561 at 6%. |
| 2014 | 1 | 34 | $204,460 | $92,044 | $2,707iApproximate average salary by contribution assumption: employee only about $67,679 at 4% or $45,120 at 6%; with 50% employer match about $45,120 at 4% or $30,080 at 6%; with 100% employer match about $33,840 at 4% or $22,560 at 6%. |
| Horizon Financial Management 401(K) Plan | - | 34 | $204,460 | $92,044 | $2,707iApproximate average salary by contribution assumption: employee only about $67,679 at 4% or $45,120 at 6%; with 50% employer match about $45,120 at 4% or $30,080 at 6%; with 100% employer match about $33,840 at 4% or $22,560 at 6%. |
| 2013 | 1 | 19 | $122,177 | $37,149 | $1,955iApproximate average salary by contribution assumption: employee only about $48,880 at 4% or $32,587 at 6%; with 50% employer match about $32,587 at 4% or $21,725 at 6%; with 100% employer match about $24,440 at 4% or $16,293 at 6%. |
| Horizon Financial Management 401(K) Plan | - | 19 | $122,177 | $37,149 | $1,955iApproximate average salary by contribution assumption: employee only about $48,880 at 4% or $32,587 at 6%; with 50% employer match about $32,587 at 4% or $21,725 at 6%; with 100% employer match about $24,440 at 4% or $16,293 at 6%. |
| 2012 | 1 | 17 | $75,894 | $35,384 | $2,081iApproximate average salary by contribution assumption: employee only about $52,035 at 4% or $34,690 at 6%; with 50% employer match about $34,690 at 4% or $23,127 at 6%; with 100% employer match about $26,018 at 4% or $17,345 at 6%. |
| Horizon Financial Management 401(K) Plan | - | 17 | $75,894 | $35,384 | $2,081iApproximate average salary by contribution assumption: employee only about $52,035 at 4% or $34,690 at 6%; with 50% employer match about $34,690 at 4% or $23,127 at 6%; with 100% employer match about $26,018 at 4% or $17,345 at 6%. |
| 2011 | 1 | 14 | $36,613 | $19,978 | $1,427iApproximate average salary by contribution assumption: employee only about $35,675 at 4% or $23,783 at 6%; with 50% employer match about $23,783 at 4% or $15,856 at 6%; with 100% employer match about $17,838 at 4% or $11,892 at 6%. |
| Horizon Financial Management 401(K) Plan | - | 14 | $36,613 | $19,978 | $1,427iApproximate average salary by contribution assumption: employee only about $35,675 at 4% or $23,783 at 6%; with 50% employer match about $23,783 at 4% or $15,856 at 6%; with 100% employer match about $17,838 at 4% or $11,892 at 6%. |
| 2010 | 1 | 11 | $18,277 | $9,668 | $879iApproximate average salary by contribution assumption: employee only about $21,973 at 4% or $14,648 at 6%; with 50% employer match about $14,648 at 4% or $9,766 at 6%; with 100% employer match about $10,986 at 4% or $7,324 at 6%. |
| Horizon Financial Management 401(K) Plan | - | 11 | $18,277 | $9,668 | $879iApproximate average salary by contribution assumption: employee only about $21,973 at 4% or $14,648 at 6%; with 50% employer match about $14,648 at 4% or $9,766 at 6%; with 100% employer match about $10,986 at 4% or $7,324 at 6%. |
| 2009 | 1 | 9 | $6,920 | $6,791 | $755iApproximate average salary by contribution assumption: employee only about $18,864 at 4% or $12,576 at 6%; with 50% employer match about $12,576 at 4% or $8,384 at 6%; with 100% employer match about $9,432 at 4% or $6,288 at 6%. |
| Horizon Financial Management 401(K) Plan | - | 9 | $6,920 | $6,791 | $755iApproximate average salary by contribution assumption: employee only about $18,864 at 4% or $12,576 at 6%; with 50% employer match about $12,576 at 4% or $8,384 at 6%; with 100% employer match about $9,432 at 4% or $6,288 at 6%. |