Horizon Financial Group, L.L.C.
Plan context: Horizon Financial Group LLC 401(K) Profit Sharing Plan
EIN 76-0389968 • Tucson, AZ • 11 filings • 3 plans
Current Snapshot
Latest Year
2017
2017 Participants
4
2017 Assets
$516,551
2017 Contributions
$75,897
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Horizon Financial Group LLC 401(K) Profit Sharing Plan | - | 0 | $0 | - | - |
| 2016 | 1 | 4 | $516,551 | $75,897 | $18,974iApproximate average salary by contribution assumption: employee only about $474,356 at 4% or $316,238 at 6%; with 50% employer match about $316,238 at 4% or $210,825 at 6%; with 100% employer match about $237,178 at 4% or $158,119 at 6%. |
| Horizon Financial Group LLC 401(K) Profit Sharing Plan | - | 4 | $516,551 | $75,897 | $18,974iApproximate average salary by contribution assumption: employee only about $474,356 at 4% or $316,238 at 6%; with 50% employer match about $316,238 at 4% or $210,825 at 6%; with 100% employer match about $237,178 at 4% or $158,119 at 6%. |
| 2015 | 1 | 4 | $407,052 | $102,112 | $25,528iApproximate average salary by contribution assumption: employee only about $638,200 at 4% or $425,467 at 6%; with 50% employer match about $425,467 at 4% or $283,644 at 6%; with 100% employer match about $319,100 at 4% or $212,733 at 6%. |
| Horizon Financial Group LLC 401(K) Profit Sharing Plan | - | 4 | $407,052 | $102,112 | $25,528iApproximate average salary by contribution assumption: employee only about $638,200 at 4% or $425,467 at 6%; with 50% employer match about $425,467 at 4% or $283,644 at 6%; with 100% employer match about $319,100 at 4% or $212,733 at 6%. |
| 2014 | 1 | 4 | $309,328 | $99,422 | $24,856iApproximate average salary by contribution assumption: employee only about $621,388 at 4% or $414,258 at 6%; with 50% employer match about $414,258 at 4% or $276,172 at 6%; with 100% employer match about $310,694 at 4% or $207,129 at 6%. |
| Horizon Financial Group LLC 401(K) Profit Sharing Plan | - | 4 | $309,328 | $99,422 | $24,856iApproximate average salary by contribution assumption: employee only about $621,388 at 4% or $414,258 at 6%; with 50% employer match about $414,258 at 4% or $276,172 at 6%; with 100% employer match about $310,694 at 4% or $207,129 at 6%. |
| 2013 | 1 | 4 | $202,956 | $97,780 | $24,445iApproximate average salary by contribution assumption: employee only about $611,125 at 4% or $407,417 at 6%; with 50% employer match about $407,417 at 4% or $271,611 at 6%; with 100% employer match about $305,563 at 4% or $203,708 at 6%. |
| Horizon Financial Group LLC 401(K) Profit Sharing Plan | - | 4 | $202,956 | $97,780 | $24,445iApproximate average salary by contribution assumption: employee only about $611,125 at 4% or $407,417 at 6%; with 50% employer match about $407,417 at 4% or $271,611 at 6%; with 100% employer match about $305,563 at 4% or $203,708 at 6%. |
| 2012 | 1 | 4 | $117,218 | $54,596 | $13,649iApproximate average salary by contribution assumption: employee only about $341,225 at 4% or $227,483 at 6%; with 50% employer match about $227,483 at 4% or $151,656 at 6%; with 100% employer match about $170,613 at 4% or $113,742 at 6%. |
| Horizon Financial Group LLC 401(K) Profit Sharing Plan | - | 4 | $117,218 | $54,596 | $13,649iApproximate average salary by contribution assumption: employee only about $341,225 at 4% or $227,483 at 6%; with 50% employer match about $227,483 at 4% or $151,656 at 6%; with 100% employer match about $170,613 at 4% or $113,742 at 6%. |
| 2011 | 1 | 3 | $57,785 | $57,785 | $19,262iApproximate average salary by contribution assumption: employee only about $481,542 at 4% or $321,028 at 6%; with 50% employer match about $321,028 at 4% or $214,019 at 6%; with 100% employer match about $240,771 at 4% or $160,514 at 6%. |
| Horizon Financial Group LLC 401(K) Profit Sharing Plan | - | 3 | $57,785 | $57,785 | $19,262iApproximate average salary by contribution assumption: employee only about $481,542 at 4% or $321,028 at 6%; with 50% employer match about $321,028 at 4% or $214,019 at 6%; with 100% employer match about $240,771 at 4% or $160,514 at 6%. |
| 2009 | 1 | 1 | $163,405 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| HORIZON FINANCIAL GROUP, LLC DEFINED BENEFIT PLAN | - | 1 | $163,405 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| HORIZON FINANCIAL GROUP, LLC DEFINED BENEFIT PLAN | - | 2 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| HORIZON FINANCIAL GROUP, LLC DEFINED BENEFIT PLAN | - | 2 | - | - | - |
| 2006 | 1 | 2 | $84,197 | $84,197 | $42,099iApproximate average salary by contribution assumption: employee only about $1,052,463 at 4% or $701,642 at 6%; with 50% employer match about $701,642 at 4% or $467,761 at 6%; with 100% employer match about $526,231 at 4% or $350,821 at 6%. |
| HORIZON FINANCIAL GROUP, LLC DEFINED BENEFIT PLANN | - | 2 | $84,197 | $84,197 | $42,099iApproximate average salary by contribution assumption: employee only about $1,052,463 at 4% or $701,642 at 6%; with 50% employer match about $701,642 at 4% or $467,761 at 6%; with 100% employer match about $526,231 at 4% or $350,821 at 6%. |