How big is New Horizons Wealth Management LLC's plan?

New Horizons Wealth Management LLC's plan reported $215K in assets and 10 participants for 2023.

Original filing (PDF)20240918130051NAL0007850080001

New Horizons Wealth Management LLC

Name: New Horizons Wealth Management LLC — New Horizons, Form 5500 (2023)
Creator: New Horizons Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Horizons Wealth Management LLC 401(k) Plan

401(k) retirement plan · New Horizons Wealth Management LLC's New Horizons Wealth Management LLC 401(k) Plan held $215K in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$215K

Net assets (EOY)

$215K

Plan identifiers

New Horizons Wealth Management LLC's EIN is 27-0221838.

EIN 27-0221838

Plan number 001

Plan year 2023

ACK ID 20240918130051NAL0007850080001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for New Horizons Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

New Horizons Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEW HORIZONS 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

Helping the score