Original filing (PDF)20231227090610NAL0005224035001

HORTER INVESTMENT MANAGEMENT, LLC

Name: HORTER INVESTMENT MANAGEMENT, LLC — HIM PROFIT SHARING PLAN, Form 5500 (2022)
Creator: HORTER INVESTMENT MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

HIM PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HORTER INVESTMENT MANAGEMENT, LLC.

Plan sponsor

Name

HORTER INVESTMENT MANAGEMENT, LLC

EIN

20-4837217

Address

11726 SEVEN GABLES · CINCINNATI, OH · 45249

Phone

(513) 984-9933

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-12-01

Tax period

2023-10-03

Filed

2023-12-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

DEFENDER CAPITAL LLC

DEFENDER CAPITAL LLC 401(K) PLAN

DUFALA FINANCIAL ADVISORY SERVICES, INC.

DUFALA FINANCIAL ADVISORY SERVICES, INC. 401(K) PROFIT SHARING PLAN

PASCHANG & ASSOCIATE, LLC

PASCHANG & ASSOCIATES 401(K)

GODFREY INVESTMENT GROUP, INC.

GODFREY INVESTMENT GROUP SAFE HARBOR 401(K) PLAN

CHRISTENSON INVESTMENT PARTNERS LLC

CREATED FROM CHRISTENSON INVESTMENT PARTNERS LLC CASH BALANCE PLAN