Civic Intelligence

Horizons Wealth Management Inc.

Plan context: Horizons Wealth Management Retirement Savings Plan

EIN 20-8677241 • Asheville, NC • 7 filings • 1 plans

82 Patton Ave, Suite 206Asheville, NC 28801
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,320,554

2025 Contributions

$91,552

Historical Graphs

Total Assets Over Time

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

$1,320,554$660,277$0201920222025YearValue
$1,320,554Latest year 2025

Participants Over Time

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

530201920222025YearValue
5Latest year 2025

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
202515$1,320,554$91,552$18,310iApproximate average salary by contribution assumption: employee only about $457,760 at 4% or $305,173 at 6%; with 50% employer match about $305,173 at 4% or $203,449 at 6%; with 100% employer match about $228,880 at 4% or $152,587 at 6%.
Horizons Wealth Management Retirement Savings Plan-5$1,320,554$91,552$18,310iApproximate average salary by contribution assumption: employee only about $457,760 at 4% or $305,173 at 6%; with 50% employer match about $305,173 at 4% or $203,449 at 6%; with 100% employer match about $228,880 at 4% or $152,587 at 6%.
202415$1,047,425$89,207$17,841iApproximate average salary by contribution assumption: employee only about $446,035 at 4% or $297,357 at 6%; with 50% employer match about $297,357 at 4% or $198,238 at 6%; with 100% employer match about $223,018 at 4% or $148,678 at 6%.
Horizons Wealth Management Retirement Savings Plan-5$1,047,425$89,207$17,841iApproximate average salary by contribution assumption: employee only about $446,035 at 4% or $297,357 at 6%; with 50% employer match about $297,357 at 4% or $198,238 at 6%; with 100% employer match about $223,018 at 4% or $148,678 at 6%.
202315$848,546$91,785$18,357iApproximate average salary by contribution assumption: employee only about $458,925 at 4% or $305,950 at 6%; with 50% employer match about $305,950 at 4% or $203,967 at 6%; with 100% employer match about $229,463 at 4% or $152,975 at 6%.
Horizons Wealth Management Retirement Savings Plan-5$848,546$91,785$18,357iApproximate average salary by contribution assumption: employee only about $458,925 at 4% or $305,950 at 6%; with 50% employer match about $305,950 at 4% or $203,967 at 6%; with 100% employer match about $229,463 at 4% or $152,975 at 6%.
202215$636,465$117,950$23,590iApproximate average salary by contribution assumption: employee only about $589,750 at 4% or $393,167 at 6%; with 50% employer match about $393,167 at 4% or $262,111 at 6%; with 100% employer match about $294,875 at 4% or $196,583 at 6%.
Horizons Wealth Management Retirement Savings Plan-5$636,465$117,950$23,590iApproximate average salary by contribution assumption: employee only about $589,750 at 4% or $393,167 at 6%; with 50% employer match about $393,167 at 4% or $262,111 at 6%; with 100% employer match about $294,875 at 4% or $196,583 at 6%.
202114$629,568$300,592$75,148iApproximate average salary by contribution assumption: employee only about $1,878,700 at 4% or $1,252,467 at 6%; with 50% employer match about $1,252,467 at 4% or $834,978 at 6%; with 100% employer match about $939,350 at 4% or $626,233 at 6%.
Horizons Wealth Management Retirement Savings Plan-4$629,568$300,592$75,148iApproximate average salary by contribution assumption: employee only about $1,878,700 at 4% or $1,252,467 at 6%; with 50% employer match about $1,252,467 at 4% or $834,978 at 6%; with 100% employer match about $939,350 at 4% or $626,233 at 6%.
202014$277,253$99,103$24,776iApproximate average salary by contribution assumption: employee only about $619,394 at 4% or $412,929 at 6%; with 50% employer match about $412,929 at 4% or $275,286 at 6%; with 100% employer match about $309,697 at 4% or $206,465 at 6%.
Horizons Wealth Management Retirement Savings Plan-4$277,253$99,103$24,776iApproximate average salary by contribution assumption: employee only about $619,394 at 4% or $412,929 at 6%; with 50% employer match about $412,929 at 4% or $275,286 at 6%; with 100% employer match about $309,697 at 4% or $206,465 at 6%.
201914$139,819$125,046$31,262iApproximate average salary by contribution assumption: employee only about $781,538 at 4% or $521,025 at 6%; with 50% employer match about $521,025 at 4% or $347,350 at 6%; with 100% employer match about $390,769 at 4% or $260,513 at 6%.
Horizons Wealth Management Retirement Savings Plan-4$139,819$125,046$31,262iApproximate average salary by contribution assumption: employee only about $781,538 at 4% or $521,025 at 6%; with 50% employer match about $521,025 at 4% or $347,350 at 6%; with 100% employer match about $390,769 at 4% or $260,513 at 6%.