Horizon Wealth Partners, Inc.

Form 5500

HORIZON WEALTH PARTNERS, INC.

33 Bedford Street, Suite 9, Lexington, Ma 02420 (781) 933-2067 EIN:46-2620879 Plan Admin:Christopher G. Pazienza

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2024	Plan NameHORIZON WEALTH PARTNERS, INC. PENSION PLAN Plan #002 Participants BOY/EOY6 / 0 Assets BOY/EOY$722,695 / $0	2024	HORIZON WEALTH PARTNERS, INC. PENSION PLAN - Plan #002	6 / 0	$722,695 / $0
2023	Plan NameHORIZON WEALTH PARTNERS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$1,468,170 / $1,841,620	2023	HORIZON WEALTH PARTNERS, INC. 401(K) PLAN - Plan #001	6 / 8	$1,468,170 / $1,841,620
2023	Plan NameHORIZON WEALTH PARTNERS, INC. PENSION PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$574,818 / $722,695	2023	HORIZON WEALTH PARTNERS, INC. PENSION PLAN - Plan #002	5 / 6	$574,818 / $722,695
2022	Plan NameHORIZON WEALTH PARTNERS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,633,432 / $1,468,170	2022	HORIZON WEALTH PARTNERS, INC. 401(K) PLAN - Plan #001	5 / 6	$1,633,432 / $1,468,170
2022	Plan NameHORIZON WEALTH PARTNERS, INC. PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$563,757 / $574,818	2022	HORIZON WEALTH PARTNERS, INC. PENSION PLAN - Plan #002	5 / 5	$563,757 / $574,818
2021	Plan NameHORIZON WEALTH PARTNERS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,359,367 / $1,633,432	2021	HORIZON WEALTH PARTNERS, INC. 401(K) PLAN - Plan #001	5 / 5	$1,359,367 / $1,633,432
2021	Plan NameHORIZON WEALTH PARTNERS, INC. PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$415,224 / $563,757	2021	HORIZON WEALTH PARTNERS, INC. PENSION PLAN - Plan #002	5 / 5	$415,224 / $563,757
2020	Plan NameHORIZON WEALTH PARTNERS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,086,080 / $1,359,367	2020	HORIZON WEALTH PARTNERS, INC. 401(K) PLAN - Plan #001	5 / 5	$1,086,080 / $1,359,367
2020	Plan NameHORIZON WEALTH PARTNERS, INC. PENSION PLAN Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$240,346 / $415,224	2020	HORIZON WEALTH PARTNERS, INC. PENSION PLAN - Plan #002	4 / 5	$240,346 / $415,224
2019	Plan NameHORIZON WEALTH PARTNERS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$840,546 / $1,086,080	2019	HORIZON WEALTH PARTNERS, INC. 401(K) PLAN - Plan #001	4 / 5	$840,546 / $1,086,080
2019	Plan NameHORIZON WEALTH PARTNERS, INC. PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2019	HORIZON WEALTH PARTNERS, INC. PENSION PLAN - Plan #002	4 / 4	$0 / $0