· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HORIZON FINANCIAL MANAGEMENT — HORIZON FINANCIAL MANAGEMENT 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251212103654NAL0008748560001
HORIZON FINANCIAL MANAGEMENT
Form 5500-SF
FILING_RECEIVED
HORIZON FINANCIAL MANAGEMENT 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HORIZON FINANCIAL MANAGEMENT
.
Find decision makers
Plan sponsor
Name
HORIZON FINANCIAL MANAGEMENT
EIN
20-2683842
Address
9980 GEORGIA ST · CROWN POINT, IN · 46307
Phone
(219) 794-1000
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2025-01-01
Tax period
2025-12-01
Filed
2025-12-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
ADVANCED REVENUE MANAGEMENT LP
ADVANCED REVENUE MANAGEMENT LP 401(K) PLAN
$0
FBCS, INC.
FBCS 401(K) PLAN
$0
SENTRY CREDIT INC
SENTRY CREDIT INC. 401(K) PLAN
$0
ASAPCREDITSOLUTIONS LLC
ASAPCREDITSOLUTIONS LLC 401(K) PLAN
$0 · 2 participants
AMERICAN FINANCIAL RELIEF CENTER
AMERICAN FINANCIAL RELIEF CENTER INC
$0
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GENERAL SERVICE BUREAU, INC.
GENERAL SERVICE BUREAU AND EARLY OUT SERVICES EMPLOYEES SAVINGS PLAN
$0
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
