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  5. HORIZON WEALTH MANAGEMENT, LLC

HORIZON WEALTH MANAGEMENT, LLC

Company Details

Entity Name: HORIZON WEALTH MANAGEMENT, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 09 Feb 2005
Company Number: LLC_01421174
File Number: 01421174
Type of Management: Manager Managed
Date Status Change: 10 Jan 2024
Address 22 CALENDAR AVE 2ND FL, LAGRANGE, 60525, IL
Place of Formation: ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
1815123 22 CALENDAR COURT, 2ND FLOOR, LA GRANGE, IL, 60525 22 CALENDAR COURT, 2ND FLOOR, LA GRANGE, IL, 60525 (708) 352-4300

Filings since 2024-10-16
Form type 13F-HR
File number 028-22059
Filing date 2024-10-16
Reporting date 2024-09-30
File View File

Filings since 2024-08-21
Form type N-PX
File number 028-22059
Filing date 2024-08-21
Reporting date 2024-06-30
File View File

Filings since 2024-07-22
Form type 13F-HR
File number 028-22059
Filing date 2024-07-22
Reporting date 2024-06-30
File View File

Filings since 2024-04-18
Form type 13F-HR
File number 028-22059
Filing date 2024-04-18
Reporting date 2024-03-31
File View File

Filings since 2024-01-22
Form type 13F-HR
File number 028-22059
Filing date 2024-01-22
Reporting date 2023-12-31
File View File

Filings since 2023-10-25
Form type 13F-HR
File number 028-22059
Filing date 2023-10-25
Reporting date 2023-09-30
File View File

Filings since 2023-07-31
Form type 13F-HR
File number 028-22059
Filing date 2023-07-31
Reporting date 2023-06-30
File View File

Filings since 2023-05-11
Form type 13F-HR
File number 028-22059
Filing date 2023-05-11
Reporting date 2023-03-31
File View File

Filings since 2023-02-09
Form type 13F-HR
File number 028-22059
Filing date 2023-02-09
Reporting date 2022-12-31
File View File

Filings since 2022-11-18
Form type 13F-HR
File number 028-22059
Filing date 2022-11-18
Reporting date 2022-09-30
File View File

Filings since 2022-08-02
Form type 13F-HR
File number 028-22059
Filing date 2022-08-02
Reporting date 2022-06-30
File View File

Filings since 2022-05-12
Form type 13F-HR
File number 028-22059
Filing date 2022-05-12
Reporting date 2022-03-31
File View File

Filings since 2022-02-14
Form type 13F-HR
File number 028-22059
Filing date 2022-02-14
Reporting date 2021-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HORIZON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST 2023 202314904 2024-04-02 HORIZON WEALTH MANAGEMENT LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 7083524300
Plan sponsor’s address 22 CALENDAR COURT, 2ND FLOOR, LA GRANGE, IL, 60525

Signature of
Role Plan administrator
Date 2024-04-01
Name of individual signing PAUL FOUSEK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-04-01
Name of individual signing PAUL FOUSEK
Valid signature Filed with authorized/valid electronic signature
HORIZON WEALTH MANAGEMENT LLC CASH BALANCE PLAN & TRUST 2023 202314904 2024-04-29 HORIZON WEALTH MANAGEMENT LLC 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 7083524300
Plan sponsor’s address 22 CALENDAR COURT, 2ND FLOOR, LA GRANGE, IL, 60525

Signature of
Role Plan administrator
Date 2024-04-29
Name of individual signing PAUL FOUSEK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-04-29
Name of individual signing PAUL FOUSEK
Valid signature Filed with authorized/valid electronic signature
HORIZON WEALTH MANAGEMENT LLC CASH BALANCE PLAN & TRUST 2023 202314904 2024-04-29 HORIZON WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 7083524300
Plan sponsor’s address 22 CALENDAR COURT, 2ND FLOOR, LA GRANGE, IL, 60525

Signature of
Role Plan administrator
Date 2024-04-29
Name of individual signing PAUL FOUSEK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-04-29
Name of individual signing PAUL FOUSEK
Valid signature Filed with authorized/valid electronic signature
HORIZON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 202314904 2023-06-08 HORIZON WEALTH MANAGEMENT LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 7083524300
Plan sponsor’s address 22 CALENDAR COURT, 2ND FLOOR, LA GRANGE, IL, 60525

Signature of
Role Plan administrator
Date 2023-06-06
Name of individual signing PAUL FOUSEK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-06
Name of individual signing PAUL FOUSEK
Valid signature Filed with authorized/valid electronic signature
HORIZON WEALTH MANAGEMENT LLC CASH BALANCE PLAN & TRUST 2022 202314904 2023-06-08 HORIZON WEALTH MANAGEMENT LLC 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 7083524300
Plan sponsor’s address 22 CALENDAR COURT, 2ND FLOOR, LA GRANGE, IL, 60525

Signature of
Role Plan administrator
Date 2023-06-06
Name of individual signing PAUL FOUSEK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-06
Name of individual signing PAUL FOUSEK
Valid signature Filed with authorized/valid electronic signature
HORIZON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 202314904 2022-09-07 HORIZON WEALTH MANAGEMENT LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 7083524300
Plan sponsor’s address 22 CALENDAR COURT, 2ND FLOOR, LA GRANGE, IL, 60525

Signature of
Role Plan administrator
Date 2022-09-07
Name of individual signing PAUL FOUSEK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-07
Name of individual signing PAUL FOUSEK
Valid signature Filed with authorized/valid electronic signature
HORIZON WEALTH MANAGEMENT LLC CASH BALANCE PLAN & TRUST 2021 202314904 2022-09-07 HORIZON WEALTH MANAGEMENT LLC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 7083524300
Plan sponsor’s address 22 CALENDAR COURT, 2ND FLOOR, LA GRANGE, IL, 60525

Signature of
Role Plan administrator
Date 2022-09-07
Name of individual signing PAUL FOUSEK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-07
Name of individual signing PAUL FOUSEK
Valid signature Filed with authorized/valid electronic signature
HORIZON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 202314904 2021-07-06 HORIZON WEALTH MANAGEMENT LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 7083524300
Plan sponsor’s address 22 CALENDAR COURT, 2ND FLOOR, LA GRANGE, IL, 60525

Signature of
Role Plan administrator
Date 2021-07-06
Name of individual signing RICHARD SHANLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-06
Name of individual signing RICHARD SHANLEY
Valid signature Filed with authorized/valid electronic signature
HORIZON WEALTH MANAGEMENT LLC CASH BALANCE PLAN & TRUST 2020 202314904 2021-07-06 HORIZON WEALTH MANAGEMENT LLC 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 7083524300
Plan sponsor’s address 22 CALENDAR COURT, 2ND FLOOR, LA GRANGE, IL, 60525

Signature of
Role Plan administrator
Date 2021-07-06
Name of individual signing RICHARD SHANLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-06
Name of individual signing RICHARD SHANLEY
Valid signature Filed with authorized/valid electronic signature
HORIZON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 202314904 2020-04-08 HORIZON WEALTH MANAGEMENT LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523110
Sponsor’s telephone number 7083524300
Plan sponsor’s address 22 CALENDAR COURT 2ND FLOOR, LA GRANGE, IL, 60525

Signature of
Role Plan administrator
Date 2020-04-08
Name of individual signing RICHARD B SHANLEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
PAUL FOUSEK, 22 CALENDAR CT 2ND FL, LAGRANGE, 60525, COOK-NOT IN CITY OF CHICAGO Agent 2022-04-21

Manager

Name and Address Role Appointment Date
WILLIAMSON, RYAN P., 601 8TH AVE, LAGRANGE, IL, 60525 Manager 2022-01-19
FOUSEK, PAUL, 324 6TH AVE, LAGRANGE, IL, 60525 Manager 2022-01-19

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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