Original filing (PDF)20240423093444NAL0000809427001

Horizon Wealth Partners, Inc.

Name: Horizon Wealth Partners, Inc. — Horizon Wealth, Form 5500 (2023)
Creator: Horizon Wealth Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Horizon Wealth Partners, Inc. Pension Plan

Defined-benefit pension plan · Horizon Wealth Partners, Inc.'s Horizon Wealth Partners, Inc. Pension Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Horizon Wealth Partners, Inc.'s EIN is 46-2620879.

EIN 46-2620879

Plan number 002

Plan year 2023

ACK ID 20240423093444NAL0000809427001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Horizon Wealth Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Horizon Wealth Partners, Inc.'s plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off