Civic Intelligence

Horizon Wealth Management

Plan context: Horizon Wealth Management 401(K) Profit Sharing Plan

EIN 46-1647092 • Baton Rouge, LA • 15 filings • 3 plans

15015 Jamestown Blvd, Ste 100Baton Rouge, LA 70810
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$5,343,883

2024 Contributions

$746,904

Historical Graphs

Total Assets Over Time

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

$5,343,883$2,671,942$0201420192024YearValue
$5,343,883Latest 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
13Latest 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
2024213$5,343,883$746,904$57,454iApproximate average salary by contribution assumption: employee only about $1,436,354 at 4% or $957,569 at 6%; with 50% employer match about $957,569 at 4% or $638,379 at 6%; with 100% employer match about $718,177 at 4% or $478,785 at 6%.
Horizon Wealth Management 401(K) Profit Sharing Plan-13$3,621,338$307,904$23,685iApproximate average salary by contribution assumption: employee only about $592,123 at 4% or $394,749 at 6%; with 50% employer match about $394,749 at 4% or $263,166 at 6%; with 100% employer match about $296,062 at 4% or $197,374 at 6%.
HORIZON FINANCIAL GROUP CASH BALANCE PLAN-13$1,722,545$439,000$33,769iApproximate average salary by contribution assumption: employee only about $844,231 at 4% or $562,821 at 6%; with 50% employer match about $562,821 at 4% or $375,214 at 6%; with 100% employer match about $422,115 at 4% or $281,410 at 6%.
2023213$4,063,787$681,204$52,400iApproximate average salary by contribution assumption: employee only about $1,310,008 at 4% or $873,338 at 6%; with 50% employer match about $873,338 at 4% or $582,226 at 6%; with 100% employer match about $655,004 at 4% or $436,669 at 6%.
Horizon Wealth Management 401(K) Profit Sharing Plan-13$2,869,128$315,604$24,277iApproximate average salary by contribution assumption: employee only about $606,931 at 4% or $404,621 at 6%; with 50% employer match about $404,621 at 4% or $269,747 at 6%; with 100% employer match about $303,465 at 4% or $202,310 at 6%.
HORIZON FINANCIAL GROUP CASH BALANCE PLAN-11$1,194,659$365,600$33,236iApproximate average salary by contribution assumption: employee only about $830,909 at 4% or $553,939 at 6%; with 50% employer match about $553,939 at 4% or $369,293 at 6%; with 100% employer match about $415,455 at 4% or $276,970 at 6%.
2022213$2,975,285$647,927$49,841iApproximate average salary by contribution assumption: employee only about $1,246,013 at 4% or $830,676 at 6%; with 50% employer match about $830,676 at 4% or $553,784 at 6%; with 100% employer match about $623,007 at 4% or $415,338 at 6%.
Horizon Wealth Management 401(K) Profit Sharing Plan-13$2,216,714$256,927$19,764iApproximate average salary by contribution assumption: employee only about $494,090 at 4% or $329,394 at 6%; with 50% employer match about $329,394 at 4% or $219,596 at 6%; with 100% employer match about $247,045 at 4% or $164,697 at 6%.
HORIZON FINANCIAL GROUP CASH BALANCE PLAN-10$758,571$391,000$39,100iApproximate average salary by contribution assumption: employee only about $977,500 at 4% or $651,667 at 6%; with 50% employer match about $651,667 at 4% or $434,444 at 6%; with 100% employer match about $488,750 at 4% or $325,833 at 6%.
2021212$2,850,428$628,450$52,371iApproximate average salary by contribution assumption: employee only about $1,309,271 at 4% or $872,847 at 6%; with 50% employer match about $872,847 at 4% or $581,898 at 6%; with 100% employer match about $654,635 at 4% or $436,424 at 6%.
Horizon Wealth Management 401(K) Profit Sharing Plan-12$2,484,774$262,796$21,900iApproximate average salary by contribution assumption: employee only about $547,492 at 4% or $364,994 at 6%; with 50% employer match about $364,994 at 4% or $243,330 at 6%; with 100% employer match about $273,746 at 4% or $182,497 at 6%.
HORIZON FINANCIAL GROUP CASH BALANCE PLAN-10$365,654$365,654$36,565iApproximate average salary by contribution assumption: employee only about $914,135 at 4% or $609,423 at 6%; with 50% employer match about $609,423 at 4% or $406,282 at 6%; with 100% employer match about $457,068 at 4% or $304,712 at 6%.
2020112$1,942,067$374,695$31,225iApproximate average salary by contribution assumption: employee only about $780,615 at 4% or $520,410 at 6%; with 50% employer match about $520,410 at 4% or $346,940 at 6%; with 100% employer match about $390,307 at 4% or $260,205 at 6%.
Horizon Wealth Management 401(K) Profit Sharing Plan-12$1,942,067$374,695$31,225iApproximate average salary by contribution assumption: employee only about $780,615 at 4% or $520,410 at 6%; with 50% employer match about $520,410 at 4% or $346,940 at 6%; with 100% employer match about $390,307 at 4% or $260,205 at 6%.
2019111$1,202,534$249,380$22,671iApproximate average salary by contribution assumption: employee only about $566,773 at 4% or $377,848 at 6%; with 50% employer match about $377,848 at 4% or $251,899 at 6%; with 100% employer match about $283,386 at 4% or $188,924 at 6%.
Horizon Wealth Management 401(K) Profit Sharing Plan-11$1,202,534$249,380$22,671iApproximate average salary by contribution assumption: employee only about $566,773 at 4% or $377,848 at 6%; with 50% employer match about $377,848 at 4% or $251,899 at 6%; with 100% employer match about $283,386 at 4% or $188,924 at 6%.
2018110$752,571$185,399$18,540iApproximate average salary by contribution assumption: employee only about $463,498 at 4% or $308,998 at 6%; with 50% employer match about $308,998 at 4% or $205,999 at 6%; with 100% employer match about $231,749 at 4% or $154,499 at 6%.
Horizon Wealth Management 401(K) Profit Sharing Plan-10$752,571$185,399$18,540iApproximate average salary by contribution assumption: employee only about $463,498 at 4% or $308,998 at 6%; with 50% employer match about $308,998 at 4% or $205,999 at 6%; with 100% employer match about $231,749 at 4% or $154,499 at 6%.
2017110$656,664$175,734$17,573iApproximate average salary by contribution assumption: employee only about $439,335 at 4% or $292,890 at 6%; with 50% employer match about $292,890 at 4% or $195,260 at 6%; with 100% employer match about $219,668 at 4% or $146,445 at 6%.
Horizon Wealth Management 401(K) Profit Sharing Plan-10$656,664$175,734$17,573iApproximate average salary by contribution assumption: employee only about $439,335 at 4% or $292,890 at 6%; with 50% employer match about $292,890 at 4% or $195,260 at 6%; with 100% employer match about $219,668 at 4% or $146,445 at 6%.
2016111$428,508$142,511$12,956iApproximate average salary by contribution assumption: employee only about $323,889 at 4% or $215,926 at 6%; with 50% employer match about $215,926 at 4% or $143,951 at 6%; with 100% employer match about $161,944 at 4% or $107,963 at 6%.
Horizon Wealth Management 401(K) Profit Sharing Plan-11$428,508$142,511$12,956iApproximate average salary by contribution assumption: employee only about $323,889 at 4% or $215,926 at 6%; with 50% employer match about $215,926 at 4% or $143,951 at 6%; with 100% employer match about $161,944 at 4% or $107,963 at 6%.
201518$260,400$153,713$19,214iApproximate average salary by contribution assumption: employee only about $480,353 at 4% or $320,235 at 6%; with 50% employer match about $320,235 at 4% or $213,490 at 6%; with 100% employer match about $240,177 at 4% or $160,118 at 6%.
Horizon Wealth Management 401(K) Profit Sharing Plan-8$260,400$153,713$19,214iApproximate average salary by contribution assumption: employee only about $480,353 at 4% or $320,235 at 6%; with 50% employer match about $320,235 at 4% or $213,490 at 6%; with 100% employer match about $240,177 at 4% or $160,118 at 6%.
201418$112,011$110,321$13,790iApproximate average salary by contribution assumption: employee only about $344,753 at 4% or $229,835 at 6%; with 50% employer match about $229,835 at 4% or $153,224 at 6%; with 100% employer match about $172,377 at 4% or $114,918 at 6%.
Horizon Wealth Management 401(K) Profit Sharing Plan-8$112,011$110,321$13,790iApproximate average salary by contribution assumption: employee only about $344,753 at 4% or $229,835 at 6%; with 50% employer match about $229,835 at 4% or $153,224 at 6%; with 100% employer match about $172,377 at 4% or $114,918 at 6%.