Civic Intelligence

Horizon Wealth Partners LLC

Plan context: Horizon Wealth Partners Inc. 401(K) Plan

EIN 46-2620879 • Lexington, MA • 19 filings • 4 plans

33 Bedford Street, Suite 9Lexington, MA 02420-4319
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,263,649

2024 Contributions

$168,101

Historical Graphs

Total Assets Over Time

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

$2,197,189$1,098,595$0201320192024YearValue
$1,263,649Latest year 2024

Participants Over Time

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

840201320192024YearValue
8Latest 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
202418$1,263,649$168,101$21,013iApproximate average salary by contribution assumption: employee only about $525,316 at 4% or $350,210 at 6%; with 50% employer match about $350,210 at 4% or $233,474 at 6%; with 100% employer match about $262,658 at 4% or $175,105 at 6%.
Horizon Wealth Partners Inc. 401(K) Plan-8$1,263,649$168,101$21,013iApproximate average salary by contribution assumption: employee only about $525,316 at 4% or $350,210 at 6%; with 50% employer match about $350,210 at 4% or $233,474 at 6%; with 100% employer match about $262,658 at 4% or $175,105 at 6%.
202328$1,841,620$122,926$15,366iApproximate average salary by contribution assumption: employee only about $384,144 at 4% or $256,096 at 6%; with 50% employer match about $256,096 at 4% or $170,731 at 6%; with 100% employer match about $192,072 at 4% or $128,048 at 6%.
Horizon Wealth Partners Inc. 401(K) Plan-8$1,841,620$122,926$15,366iApproximate average salary by contribution assumption: employee only about $384,144 at 4% or $256,096 at 6%; with 50% employer match about $256,096 at 4% or $170,731 at 6%; with 100% employer match about $192,072 at 4% or $128,048 at 6%.
Pazienza Partners Inc. Pension Plan-0$0$0-
202226$2,042,988$204,271$34,045iApproximate average salary by contribution assumption: employee only about $851,129 at 4% or $567,419 at 6%; with 50% employer match about $567,419 at 4% or $378,280 at 6%; with 100% employer match about $425,565 at 4% or $283,710 at 6%.
Horizon Wealth Partners Inc. 401(K) Plan-6$1,468,170$124,271$20,712iApproximate average salary by contribution assumption: employee only about $517,796 at 4% or $345,197 at 6%; with 50% employer match about $345,197 at 4% or $230,131 at 6%; with 100% employer match about $258,898 at 4% or $172,599 at 6%.
Pazienza Partners Inc. Pension Plan-5$574,818$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
202125$2,197,189$174,699$34,940iApproximate average salary by contribution assumption: employee only about $873,495 at 4% or $582,330 at 6%; with 50% employer match about $582,330 at 4% or $388,220 at 6%; with 100% employer match about $436,748 at 4% or $291,165 at 6%.
Horizon Wealth Partners Inc. 401(K) Plan-5$1,633,432$95,039$19,008iApproximate average salary by contribution assumption: employee only about $475,195 at 4% or $316,797 at 6%; with 50% employer match about $316,797 at 4% or $211,198 at 6%; with 100% employer match about $237,598 at 4% or $158,398 at 6%.
Pazienza Partners Inc. Pension Plan-5$563,757$79,660$15,932iApproximate average salary by contribution assumption: employee only about $398,300 at 4% or $265,533 at 6%; with 50% employer match about $265,533 at 4% or $177,022 at 6%; with 100% employer match about $199,150 at 4% or $132,767 at 6%.
202025$1,774,591$157,868$31,574iApproximate average salary by contribution assumption: employee only about $789,340 at 4% or $526,227 at 6%; with 50% employer match about $526,227 at 4% or $350,818 at 6%; with 100% employer match about $394,670 at 4% or $263,113 at 6%.
Horizon Wealth Partners Inc. 401(K) Plan-5$1,359,367$80,840$16,168iApproximate average salary by contribution assumption: employee only about $404,200 at 4% or $269,467 at 6%; with 50% employer match about $269,467 at 4% or $179,644 at 6%; with 100% employer match about $202,100 at 4% or $134,733 at 6%.
Pazienza Partners Inc. Pension Plan-5$415,224$77,028$15,406iApproximate average salary by contribution assumption: employee only about $385,140 at 4% or $256,760 at 6%; with 50% employer match about $256,760 at 4% or $171,173 at 6%; with 100% employer match about $192,570 at 4% or $128,380 at 6%.
201925$1,326,426$146,617$29,323iApproximate average salary by contribution assumption: employee only about $733,085 at 4% or $488,723 at 6%; with 50% employer match about $488,723 at 4% or $325,816 at 6%; with 100% employer match about $366,543 at 4% or $244,362 at 6%.
Horizon Wealth Partners Inc. 401(K) Plan-5$1,086,080$72,829$14,566iApproximate average salary by contribution assumption: employee only about $364,145 at 4% or $242,763 at 6%; with 50% employer match about $242,763 at 4% or $161,842 at 6%; with 100% employer match about $182,073 at 4% or $121,382 at 6%.
Pazienza Partners Inc. Pension Plan-4$240,346$73,788$18,447iApproximate average salary by contribution assumption: employee only about $461,175 at 4% or $307,450 at 6%; with 50% employer match about $307,450 at 4% or $204,967 at 6%; with 100% employer match about $230,588 at 4% or $153,725 at 6%.
201824$976,358$142,507$35,627iApproximate average salary by contribution assumption: employee only about $890,669 at 4% or $593,779 at 6%; with 50% employer match about $593,779 at 4% or $395,853 at 6%; with 100% employer match about $445,334 at 4% or $296,890 at 6%.
Horizon Wealth Partners Inc. 401(K) Plan-4$840,546$70,675$17,669iApproximate average salary by contribution assumption: employee only about $441,719 at 4% or $294,479 at 6%; with 50% employer match about $294,479 at 4% or $196,319 at 6%; with 100% employer match about $220,859 at 4% or $147,240 at 6%.
Pazienza Partners Inc. Pension Plan-4$135,812$71,832$17,958iApproximate average salary by contribution assumption: employee only about $448,950 at 4% or $299,300 at 6%; with 50% employer match about $299,300 at 4% or $199,533 at 6%; with 100% employer match about $224,475 at 4% or $149,650 at 6%.
201724$898,716$139,210$34,803iApproximate average salary by contribution assumption: employee only about $870,063 at 4% or $580,042 at 6%; with 50% employer match about $580,042 at 4% or $386,694 at 6%; with 100% employer match about $435,031 at 4% or $290,021 at 6%.
Horizon Wealth Partners Inc. 401(K) Plan-4$826,852$67,730$16,933iApproximate average salary by contribution assumption: employee only about $423,313 at 4% or $282,208 at 6%; with 50% employer match about $282,208 at 4% or $188,139 at 6%; with 100% employer match about $211,656 at 4% or $141,104 at 6%.
Pazienza Partners Inc. Pension Plan-4$71,864$71,480$17,870iApproximate average salary by contribution assumption: employee only about $446,750 at 4% or $297,833 at 6%; with 50% employer match about $297,833 at 4% or $198,556 at 6%; with 100% employer match about $223,375 at 4% or $148,917 at 6%.
201615$755,182$120,749$24,150iApproximate average salary by contribution assumption: employee only about $603,745 at 4% or $402,497 at 6%; with 50% employer match about $402,497 at 4% or $268,331 at 6%; with 100% employer match about $301,873 at 4% or $201,248 at 6%.
Horizon Wealth Partners Inc. 401(K) Plan-5$755,182$120,749$24,150iApproximate average salary by contribution assumption: employee only about $603,745 at 4% or $402,497 at 6%; with 50% employer match about $402,497 at 4% or $268,331 at 6%; with 100% employer match about $301,873 at 4% or $201,248 at 6%.
201515$584,133$98,868$19,774iApproximate average salary by contribution assumption: employee only about $494,340 at 4% or $329,560 at 6%; with 50% employer match about $329,560 at 4% or $219,707 at 6%; with 100% employer match about $247,170 at 4% or $164,780 at 6%.
Horizon Wealth Partners Inc. 401(K) Plan-5$584,133$98,868$19,774iApproximate average salary by contribution assumption: employee only about $494,340 at 4% or $329,560 at 6%; with 50% employer match about $329,560 at 4% or $219,707 at 6%; with 100% employer match about $247,170 at 4% or $164,780 at 6%.
201414$505,334$88,649$22,162iApproximate average salary by contribution assumption: employee only about $554,056 at 4% or $369,371 at 6%; with 50% employer match about $369,371 at 4% or $246,247 at 6%; with 100% employer match about $277,028 at 4% or $184,685 at 6%.
Horizon Wealth Partners Inc. 401(K) Plan-4$505,334$88,649$22,162iApproximate average salary by contribution assumption: employee only about $554,056 at 4% or $369,371 at 6%; with 50% employer match about $369,371 at 4% or $246,247 at 6%; with 100% employer match about $277,028 at 4% or $184,685 at 6%.
201313$405,018$74,640$24,880iApproximate average salary by contribution assumption: employee only about $622,000 at 4% or $414,667 at 6%; with 50% employer match about $414,667 at 4% or $276,444 at 6%; with 100% employer match about $311,000 at 4% or $207,333 at 6%.
Horizon Wealth Partners Inc. 401(K) Plan-3$405,018$74,640$24,880iApproximate average salary by contribution assumption: employee only about $622,000 at 4% or $414,667 at 6%; with 50% employer match about $414,667 at 4% or $276,444 at 6%; with 100% employer match about $311,000 at 4% or $207,333 at 6%.