Horan Wealth Profit Sharing 401(k) Plan
Horan Wealth, LLC, Cincinnati OH. Employer ID 311448612, plan number 001. Annual reports on file for 2014 to 2025.
Where the money went
Plans that moved money into this one:
- 2014: money from Horan Wealth, LLC Profit Sharing 401(k) Plan moved in.
- 2023: money from Horan Wealth, LLC Profit Sharing 401(k) Plan moved in.
- 2025: money from Horan Securities, Inc. Profit Sharing 401(k) Plan moved in.
- Filed 2014-2025Horan Wealth Profit Sharing 401(k) Plan, Horan Wealth, LLC
- TodayHoran Wealth Profit Sharing 401(k) Plan still files. That is where to ask.
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
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2014 | 18 | — | Filing |
| 2015 | 18 | — | Filing |
| 2016 | 18 | — | Filing |
| 2017 | 19 | — | Filing |
| 2018 | 21 | — | Filing |
| 2019 | 24 | — | Filing |
| 2020 | 25 | — | Filing |
| 2021 | 27 | — | Filing |
| 2022 | 28 | — | Filing |
| 2023 | 30 | — | Filing |
| 2024 | 28 | — | Filing |
| 2025 | 36 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.