Horan Wealth, LLC Profit Sharing 401(k) Plan
Horan Associates, Inc., Cincinnati OH. Employer ID 311004837, plan number 001. Annual reports on file for 2009 to 2025.
Where the money went
- Filed 2009-2025Horan Wealth, LLC Profit Sharing 401(k) Plan, Horan Associates, Inc.
- EndedHoran Wealth, LLC Profit Sharing 401(k) Plan ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.
Records are kept by Great-west Life & Annuity Insurance, per the 2023 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2023: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2023: The employer adopted a resolution to terminate the plan.
- 2024: The employer adopted a resolution to terminate the plan.
- 2025: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2025: The employer adopted a resolution to terminate the plan.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2014 | 96 | — | Filing |
| 2015 | 116 | — | Filing |
| 2016 | 124 | — | Filing |
| 2017 | 130 | 21 | Filing |
| 2018 | 130 | 22 | Filing |
| 2019 | 130 | 24 | Filing |
| 2020 | 138 | 32 | Filing |
| 2021 | 143 | 31 | Filing |
| 2022 | 156 | 38 | Filing |
| 2023 | 71 | 44 | Filing |
| 2024 | 24 | — | Filing |
| 2025 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.