Original filing (PDF)20240205151812NAL0032884593001

HORAN ASSOCIATES, INC.

Name: HORAN ASSOCIATES, INC. — HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN, Form 5500 (2023)
Creator: HORAN ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HORAN ASSOCIATES, INC..

Plan sponsor

Name

HORAN ASSOCIATES, INC.

EIN

31-1004837all filings

Address

8044 MONTGOMERY ROAD · SUITE 640 · CINCINNATI, OH · 45236

Phone

(513) 745-0707

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-05

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

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

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