Original filing (PDF)20250725162856NAL0003290723001

John E. Horstmann Financial and Insurance Services

Name: John E. Horstmann Financial and Insurance Services — Form 5500 Plan 002 (2024)
Creator: John E. Horstmann Financial and Insurance Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John E. Horstmann Financial and Insurance Services 401(k) Profit Sharing Plan

401(k) retirement plan · John E. Horstmann Financial and Insurance Services' John E. Horstmann Financial and Insurance Services 401(k) Profit Sharing Plan held $2.9M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

John E. Horstmann Financial and Insurance Services' EIN is 94-2623528.

EIN 94-2623528

Plan number 002

Plan year 2024

ACK ID 20250725162856NAL0003290723001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John E. Horstmann Financial and Insurance Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John E. Horstmann Financial and Insurance Services' plan includes a default investment (QDIA), profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN E. HORSTMANN FINANCIAL AND INSURANCE SERVICES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

JOHN E. HORSTMANN FINANCIAL AND INSURANCE SERVICES

EIN

all filings

Address

205 E. RIVER PARK CIRCLE, SUITE 220 · FRESNO, CA · 93720

Phone

(559) 447-3965

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator