How big is Horizon Wealth Management LLC's plan?

Horizon Wealth Management LLC's plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20250523180505NAL0003106995001

Horizon Wealth Management LLC

Name: Horizon Wealth Management LLC — Horizon Wealth, Form 5500 (2024)
Creator: Horizon Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Horizon Wealth Management LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Horizon Wealth Management LLC's Horizon Wealth Management LLC 401(k) Profit Sharing Plan and Trust held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Philip Mastrodonato signed Horizon Wealth Management LLC's 2024 Form 5500 as plan administrator.

Philip Mastrodonato — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Horizon Wealth Management LLC's EIN is 20-2314904.

EIN 20-2314904

Plan number 001

Plan year 2024

ACK ID 20250523180505NAL0003106995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Horizon Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Horizon Wealth Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HORIZON WEALTH MANAGEMENT LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off