How big is Jerri Hewett's plan?

Jerri Hewett's plan reported $1.6M in assets and 3 participants for 2024.

Original filing (PDF)20251015120200NAL0002257155002

Jerri Hewett

Name: Jerri Hewett — Wealth Horizon Inc., Form 5500 (2024)
Creator: Jerri Hewett
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Horizon Inc.

401(k) retirement plan · Jerri Hewett's Wealth Horizon Inc. held $1.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Jerri Hewett signed Jerri Hewett's 2024 Form 5500 as plan administrator.

Jerri Hewett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jerri Hewett's EIN is 58-2372570.

EIN 58-2372570

Plan number 002

Plan year 2024

ACK ID 20251015120200NAL0002257155002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jerri Hewett from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jerri Hewett's plan includes a 401(k) feature.

Decision-maker contacts

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

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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 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.

Plan sponsor

Name

JERRI HEWETT

EIN

all filings

Address

94825 OVERSEAS HWY 231 · KEY LARGO, FL · 33037

Phone

(770) 840-8440

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2J · 401(k) feature

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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