Original filing (PDF)20251212103654NAL0008748560001

Horizon Financial Management

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

Form 5500-SF

FILING_RECEIVED

Horizon Financial Management 401(k) Plan

401(k) retirement plan · Horizon Financial Management's Horizon Financial Management 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

GINA Brainard signed Horizon Financial Management's 2024 Form 5500 as plan administrator.

GINA Brainard — 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 Financial Management's EIN is 20-2683842.

EIN 20-2683842

Plan number 001

Plan year 2024

ACK ID 20251212103654NAL0008748560001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score