401k Plan data: HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN plan

HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN
Plan identification number	003

HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan. Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

HORAN ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: HORAN ASSOCIATES, INC.

Employer identification number (EIN): 311004837

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-03-01
003 2019-03-01
003 2018-03-01
003 2017-03-01
003 2016-03-01
003 2015-03-01
003 2014-03-01
003 2013-03-01
003 2012-03-01 BETH BROOKE 2013-12-10
003 2011-03-01 KELSEY SMITH 2012-12-14
003 2010-03-01 JESSICA BIRKLE 2011-12-12

Plan Statistics for HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN

Measure Date Value
2022: HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,874,961
Acturial value of plan assets 2022-12-31 1,874,961
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 1,637,462
Number of active participants 2022-12-31 101
Total funding liabilities for active participants 2022-12-31 1,637,462
Total participant count 2022-12-31 101
Total funding target for all participants 2022-12-31 1,637,462
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 90,695
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 84,774
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 75,031
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 84,774
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,632,978
Acturial value of plan assets 2021-12-31 1,632,978
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,468,204
Number of active participants 2021-12-31 87
Total funding liabilities for active participants 2021-12-31 1,468,204
Total participant count 2021-12-31 87
Total funding target for all participants 2021-12-31 1,468,204
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 40,197
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 41,660
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 69,555
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,281,094
Acturial value of plan assets 2020-12-31 1,281,094
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,339,371
Number of active participants 2020-12-31 81
Total funding liabilities for active participants 2020-12-31 1,339,371
Total participant count 2020-12-31 81
Total funding target for all participants 2020-12-31 1,339,371
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 125,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 121,475
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 71,839
Net shortfall amortization installment of oustanding balance 2020-12-31 58,277
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 81,278
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 81,278
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 121,475
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Market value of plan assets 2020-02-29 1,242,951
Acturial value of plan assets 2020-02-29 1,242,951
Funding target for retired participants and beneficiaries receiving payment 2020-02-29 0
Number of terminated vested participants 2020-02-29 0
Fundng target for terminated vested participants 2020-02-29 0
Active participant vested funding target 2020-02-29 1,148,652
Number of active participants 2020-02-29 79
Total funding liabilities for active participants 2020-02-29 1,148,652
Total participant count 2020-02-29 79
Total funding target for all participants 2020-02-29 1,148,652
Balance at beginning of prior year after applicable adjustments 2020-02-29 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-02-29 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-02-29 0
Prefunding balanced used to offset prior years funding requirement 2020-02-29 0
Amount remaining of carryover balance 2020-02-29 0
Amount remaining of prefunding balance 2020-02-29 0
Present value of excess contributions 2020-02-29 336,936
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-02-29 352,873
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-02-29 0
Reductions in caryover balances due to elections or deemed elections 2020-02-29 0
Reductions in prefunding balances due to elections or deemed elections 2020-02-29 0
Balance of carryovers at beginning of current year 2020-02-29 0
Balance of prefunding at beginning of current year 2020-02-29 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-02-29 0
Contributions made to avoid restrictions adjusted to valuation date 2020-02-29 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-02-29 0
Unpaid minimum required contributions for all prior years 2020-02-29 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-02-29 0
Remaining amount of unpaid minimum required contributions 2020-02-29 0
Minimum required contributions for current year target normal cost 2020-02-29 62,031
Net shortfall amortization installment of oustanding balance 2020-02-29 0
Waiver amortization installment 2020-02-29 0
Total funding amount beforereflecting carryover/prefunding balances 2020-02-29 0
Carryover balance elected to use to offset funding requirement 2020-02-29 0
Prefunding balance elected to use to offset funding requirement 2020-02-29 0
Additional cash requirement 2020-02-29 0
Contributions allocatedtoward minimum required contributions for current year 2020-02-29 0
Unpaid minimum required contributions for current year 2020-02-29 0
Unpaid minimum required contributions for all years 2020-02-29 0
2019: HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-02-28 1,913,896
Acturial value of plan assets 2019-02-28 1,913,896
Funding target for retired participants and beneficiaries receiving payment 2019-02-28 0
Number of terminated vested participants 2019-02-28 0
Fundng target for terminated vested participants 2019-02-28 0
Active participant vested funding target 2019-02-28 1,887,147
Number of active participants 2019-02-28 100
Total funding liabilities for active participants 2019-02-28 1,887,147
Total participant count 2019-02-28 100
Total funding target for all participants 2019-02-28 1,887,147
Balance at beginning of prior year after applicable adjustments 2019-02-28 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-02-28 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-02-28 0
Prefunding balanced used to offset prior years funding requirement 2019-02-28 0
Amount remaining of carryover balance 2019-02-28 0
Amount remaining of prefunding balance 2019-02-28 0
Present value of excess contributions 2019-02-28 74,074
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-02-28 77,696
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-02-28 0
Reductions in caryover balances due to elections or deemed elections 2019-02-28 0
Reductions in prefunding balances due to elections or deemed elections 2019-02-28 0
Balance of carryovers at beginning of current year 2019-02-28 0
Balance of prefunding at beginning of current year 2019-02-28 0
Total employer contributions 2019-02-28 381,677
Total employee contributions 2019-02-28 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-02-28 0
Contributions made to avoid restrictions adjusted to valuation date 2019-02-28 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-02-28 364,192
Liquidity shortfalls end of Q1 2019-02-28 0
Liquidity shortfalls end of Q2 2019-02-28 0
Liquidity shortfalls end of Q3 2019-02-28 0
Liquidity shortfalls end of Q4 2019-02-28 0
Unpaid minimum required contributions for all prior years 2019-02-28 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-02-28 0
Remaining amount of unpaid minimum required contributions 2019-02-28 0
Minimum required contributions for current year target normal cost 2019-02-28 54,005
Net shortfall amortization installment of oustanding balance 2019-02-28 0
Waiver amortization installment 2019-02-28 0
Total funding amount beforereflecting carryover/prefunding balances 2019-02-28 27,256
Carryover balance elected to use to offset funding requirement 2019-02-28 0
Prefunding balance elected to use to offset funding requirement 2019-02-28 0
Additional cash requirement 2019-02-28 27,256
Contributions allocatedtoward minimum required contributions for current year 2019-02-28 364,192
Unpaid minimum required contributions for current year 2019-02-28 0
Unpaid minimum required contributions for all years 2019-02-28 0
2018: HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-02-28 1,483,672
Acturial value of plan assets 2018-02-28 1,483,672
Funding target for retired participants and beneficiaries receiving payment 2018-02-28 0
Number of terminated vested participants 2018-02-28 0
Fundng target for terminated vested participants 2018-02-28 0
Active participant vested funding target 2018-02-28 1,558,553
Number of active participants 2018-02-28 84
Total funding liabilities for active participants 2018-02-28 1,558,553
Total participant count 2018-02-28 84
Total funding target for all participants 2018-02-28 1,558,553
Balance at beginning of prior year after applicable adjustments 2018-02-28 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-02-28 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-02-28 0
Prefunding balanced used to offset prior years funding requirement 2018-02-28 0
Amount remaining of carryover balance 2018-02-28 0
Amount remaining of prefunding balance 2018-02-28 0
Present value of excess contributions 2018-02-28 15,272
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-02-28 16,175
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-02-28 0
Reductions in caryover balances due to elections or deemed elections 2018-02-28 0
Reductions in prefunding balances due to elections or deemed elections 2018-02-28 0
Balance of carryovers at beginning of current year 2018-02-28 0
Balance of prefunding at beginning of current year 2018-02-28 0
Total employer contributions 2018-02-28 260,000
Total employee contributions 2018-02-28 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-02-28 0
Contributions made to avoid restrictions adjusted to valuation date 2018-02-28 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-02-28 234,624
Liquidity shortfalls end of Q1 2018-02-28 0
Liquidity shortfalls end of Q2 2018-02-28 0
Liquidity shortfalls end of Q3 2018-02-28 0
Liquidity shortfalls end of Q4 2018-02-28 0
Unpaid minimum required contributions for all prior years 2018-02-28 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-02-28 0
Remaining amount of unpaid minimum required contributions 2018-02-28 0
Minimum required contributions for current year target normal cost 2018-02-28 147,073
Net shortfall amortization installment of oustanding balance 2018-02-28 74,881
Waiver amortization installment 2018-02-28 0
Total funding amount beforereflecting carryover/prefunding balances 2018-02-28 160,550
Carryover balance elected to use to offset funding requirement 2018-02-28 0
Prefunding balance elected to use to offset funding requirement 2018-02-28 0
Additional cash requirement 2018-02-28 160,550
Contributions allocatedtoward minimum required contributions for current year 2018-02-28 234,624
Unpaid minimum required contributions for current year 2018-02-28 0
Unpaid minimum required contributions for all years 2018-02-28 0
2017: HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-02-28 1,102,428
Acturial value of plan assets 2017-02-28 1,102,428
Funding target for retired participants and beneficiaries receiving payment 2017-02-28 0
Number of terminated vested participants 2017-02-28 0
Fundng target for terminated vested participants 2017-02-28 0
Active participant vested funding target 2017-02-28 1,163,184
Number of active participants 2017-02-28 81
Total funding liabilities for active participants 2017-02-28 1,163,184
Total participant count 2017-02-28 81
Total funding target for all participants 2017-02-28 1,163,184
Balance at beginning of prior year after applicable adjustments 2017-02-28 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-02-28 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-02-28 0
Prefunding balanced used to offset prior years funding requirement 2017-02-28 0
Amount remaining of carryover balance 2017-02-28 0
Amount remaining of prefunding balance 2017-02-28 0
Present value of excess contributions 2017-02-28 1
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-02-28 1
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-02-28 0
Reductions in caryover balances due to elections or deemed elections 2017-02-28 0
Reductions in prefunding balances due to elections or deemed elections 2017-02-28 0
Balance of carryovers at beginning of current year 2017-02-28 0
Balance of prefunding at beginning of current year 2017-02-28 0
Total employer contributions 2017-02-28 226,048
Total employee contributions 2017-02-28 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-02-28 0
Contributions made to avoid restrictions adjusted to valuation date 2017-02-28 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-02-28 208,522
Unpaid minimum required contributions for all prior years 2017-02-28 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-02-28 0
Remaining amount of unpaid minimum required contributions 2017-02-28 0
Minimum required contributions for current year target normal cost 2017-02-28 183,212
Net shortfall amortization installment of oustanding balance 2017-02-28 60,757
Waiver amortization installment 2017-02-28 0
Waived amount of outstanding balance 2017-02-28 0
Total funding amount beforereflecting carryover/prefunding balances 2017-02-28 193,250
Carryover balance elected to use to offset funding requirement 2017-02-28 0
Prefunding balance elected to use to offset funding requirement 2017-02-28 0
Additional cash requirement 2017-02-28 193,250
Contributions allocatedtoward minimum required contributions for current year 2017-02-28 208,522
Unpaid minimum required contributions for current year 2017-02-28 0
Unpaid minimum required contributions for all years 2017-02-28 0

Measure	Date	Value
2022: HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,874,961
Acturial value of plan assets	2022-12-31	1,874,961
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,637,462
Number of active participants	2022-12-31	101
Total funding liabilities for active participants	2022-12-31	1,637,462
Total participant count	2022-12-31	101
Total funding target for all participants	2022-12-31	1,637,462
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	90,695
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	84,774
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	75,031
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	84,774
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,632,978
Acturial value of plan assets	2021-12-31	1,632,978
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,468,204
Number of active participants	2021-12-31	87
Total funding liabilities for active participants	2021-12-31	1,468,204
Total participant count	2021-12-31	87
Total funding target for all participants	2021-12-31	1,468,204
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	40,197
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	41,660
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	69,555
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,281,094
Acturial value of plan assets	2020-12-31	1,281,094
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,339,371
Number of active participants	2020-12-31	81
Total funding liabilities for active participants	2020-12-31	1,339,371
Total participant count	2020-12-31	81
Total funding target for all participants	2020-12-31	1,339,371
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	125,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	121,475
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	71,839
Net shortfall amortization installment of oustanding balance	2020-12-31	58,277
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	81,278
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	81,278
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	121,475
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Market value of plan assets	2020-02-29	1,242,951
Acturial value of plan assets	2020-02-29	1,242,951
Funding target for retired participants and beneficiaries receiving payment	2020-02-29	0
Number of terminated vested participants	2020-02-29	0
Fundng target for terminated vested participants	2020-02-29	0
Active participant vested funding target	2020-02-29	1,148,652
Number of active participants	2020-02-29	79
Total funding liabilities for active participants	2020-02-29	1,148,652
Total participant count	2020-02-29	79
Total funding target for all participants	2020-02-29	1,148,652
Balance at beginning of prior year after applicable adjustments	2020-02-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-02-29	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-02-29	0
Prefunding balanced used to offset prior years funding requirement	2020-02-29	0
Amount remaining of carryover balance	2020-02-29	0
Amount remaining of prefunding balance	2020-02-29	0
Present value of excess contributions	2020-02-29	336,936
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-02-29	352,873
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-02-29	0
Reductions in caryover balances due to elections or deemed elections	2020-02-29	0
Reductions in prefunding balances due to elections or deemed elections	2020-02-29	0
Balance of carryovers at beginning of current year	2020-02-29	0
Balance of prefunding at beginning of current year	2020-02-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-02-29	0
Contributions made to avoid restrictions adjusted to valuation date	2020-02-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-02-29	0
Unpaid minimum required contributions for all prior years	2020-02-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-02-29	0
Remaining amount of unpaid minimum required contributions	2020-02-29	0
Minimum required contributions for current year target normal cost	2020-02-29	62,031
Net shortfall amortization installment of oustanding balance	2020-02-29	0
Waiver amortization installment	2020-02-29	0
Total funding amount beforereflecting carryover/prefunding balances	2020-02-29	0
Carryover balance elected to use to offset funding requirement	2020-02-29	0
Prefunding balance elected to use to offset funding requirement	2020-02-29	0
Additional cash requirement	2020-02-29	0
Contributions allocatedtoward minimum required contributions for current year	2020-02-29	0
Unpaid minimum required contributions for current year	2020-02-29	0
Unpaid minimum required contributions for all years	2020-02-29	0
2019: HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-02-28	1,913,896
Acturial value of plan assets	2019-02-28	1,913,896
Funding target for retired participants and beneficiaries receiving payment	2019-02-28	0
Number of terminated vested participants	2019-02-28	0
Fundng target for terminated vested participants	2019-02-28	0
Active participant vested funding target	2019-02-28	1,887,147
Number of active participants	2019-02-28	100
Total funding liabilities for active participants	2019-02-28	1,887,147
Total participant count	2019-02-28	100
Total funding target for all participants	2019-02-28	1,887,147
Balance at beginning of prior year after applicable adjustments	2019-02-28	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-02-28	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-02-28	0
Prefunding balanced used to offset prior years funding requirement	2019-02-28	0
Amount remaining of carryover balance	2019-02-28	0
Amount remaining of prefunding balance	2019-02-28	0
Present value of excess contributions	2019-02-28	74,074
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-02-28	77,696
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-02-28	0
Reductions in caryover balances due to elections or deemed elections	2019-02-28	0
Reductions in prefunding balances due to elections or deemed elections	2019-02-28	0
Balance of carryovers at beginning of current year	2019-02-28	0
Balance of prefunding at beginning of current year	2019-02-28	0
Total employer contributions	2019-02-28	381,677
Total employee contributions	2019-02-28	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-02-28	0
Contributions made to avoid restrictions adjusted to valuation date	2019-02-28	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-02-28	364,192
Liquidity shortfalls end of Q1	2019-02-28	0
Liquidity shortfalls end of Q2	2019-02-28	0
Liquidity shortfalls end of Q3	2019-02-28	0
Liquidity shortfalls end of Q4	2019-02-28	0
Unpaid minimum required contributions for all prior years	2019-02-28	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-02-28	0
Remaining amount of unpaid minimum required contributions	2019-02-28	0
Minimum required contributions for current year target normal cost	2019-02-28	54,005
Net shortfall amortization installment of oustanding balance	2019-02-28	0
Waiver amortization installment	2019-02-28	0
Total funding amount beforereflecting carryover/prefunding balances	2019-02-28	27,256
Carryover balance elected to use to offset funding requirement	2019-02-28	0
Prefunding balance elected to use to offset funding requirement	2019-02-28	0
Additional cash requirement	2019-02-28	27,256
Contributions allocatedtoward minimum required contributions for current year	2019-02-28	364,192
Unpaid minimum required contributions for current year	2019-02-28	0
Unpaid minimum required contributions for all years	2019-02-28	0
2018: HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-02-28	1,483,672
Acturial value of plan assets	2018-02-28	1,483,672
Funding target for retired participants and beneficiaries receiving payment	2018-02-28	0
Number of terminated vested participants	2018-02-28	0
Fundng target for terminated vested participants	2018-02-28	0
Active participant vested funding target	2018-02-28	1,558,553
Number of active participants	2018-02-28	84
Total funding liabilities for active participants	2018-02-28	1,558,553
Total participant count	2018-02-28	84
Total funding target for all participants	2018-02-28	1,558,553
Balance at beginning of prior year after applicable adjustments	2018-02-28	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-02-28	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-02-28	0
Prefunding balanced used to offset prior years funding requirement	2018-02-28	0
Amount remaining of carryover balance	2018-02-28	0
Amount remaining of prefunding balance	2018-02-28	0
Present value of excess contributions	2018-02-28	15,272
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-02-28	16,175
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-02-28	0
Reductions in caryover balances due to elections or deemed elections	2018-02-28	0
Reductions in prefunding balances due to elections or deemed elections	2018-02-28	0
Balance of carryovers at beginning of current year	2018-02-28	0
Balance of prefunding at beginning of current year	2018-02-28	0
Total employer contributions	2018-02-28	260,000
Total employee contributions	2018-02-28	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-02-28	0
Contributions made to avoid restrictions adjusted to valuation date	2018-02-28	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-02-28	234,624
Liquidity shortfalls end of Q1	2018-02-28	0
Liquidity shortfalls end of Q2	2018-02-28	0
Liquidity shortfalls end of Q3	2018-02-28	0
Liquidity shortfalls end of Q4	2018-02-28	0
Unpaid minimum required contributions for all prior years	2018-02-28	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-02-28	0
Remaining amount of unpaid minimum required contributions	2018-02-28	0
Minimum required contributions for current year target normal cost	2018-02-28	147,073
Net shortfall amortization installment of oustanding balance	2018-02-28	74,881
Waiver amortization installment	2018-02-28	0
Total funding amount beforereflecting carryover/prefunding balances	2018-02-28	160,550
Carryover balance elected to use to offset funding requirement	2018-02-28	0
Prefunding balance elected to use to offset funding requirement	2018-02-28	0
Additional cash requirement	2018-02-28	160,550
Contributions allocatedtoward minimum required contributions for current year	2018-02-28	234,624
Unpaid minimum required contributions for current year	2018-02-28	0
Unpaid minimum required contributions for all years	2018-02-28	0
2017: HORAN ASSOCIATES, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-02-28	1,102,428
Acturial value of plan assets	2017-02-28	1,102,428
Funding target for retired participants and beneficiaries receiving payment	2017-02-28	0
Number of terminated vested participants	2017-02-28	0
Fundng target for terminated vested participants	2017-02-28	0
Active participant vested funding target	2017-02-28	1,163,184
Number of active participants	2017-02-28	81
Total funding liabilities for active participants	2017-02-28	1,163,184
Total participant count	2017-02-28	81
Total funding target for all participants	2017-02-28	1,163,184
Balance at beginning of prior year after applicable adjustments	2017-02-28	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-02-28	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-02-28	0
Prefunding balanced used to offset prior years funding requirement	2017-02-28	0
Amount remaining of carryover balance	2017-02-28	0
Amount remaining of prefunding balance	2017-02-28	0
Present value of excess contributions	2017-02-28	1
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-02-28	1
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-02-28	0
Reductions in caryover balances due to elections or deemed elections	2017-02-28	0
Reductions in prefunding balances due to elections or deemed elections	2017-02-28	0
Balance of carryovers at beginning of current year	2017-02-28	0
Balance of prefunding at beginning of current year	2017-02-28	0
Total employer contributions	2017-02-28	226,048
Total employee contributions	2017-02-28	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-02-28	0
Contributions made to avoid restrictions adjusted to valuation date	2017-02-28	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-02-28	208,522
Unpaid minimum required contributions for all prior years	2017-02-28	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-02-28	0
Remaining amount of unpaid minimum required contributions	2017-02-28	0
Minimum required contributions for current year target normal cost	2017-02-28	183,212
Net shortfall amortization installment of oustanding balance	2017-02-28	60,757
Waiver amortization installment	2017-02-28	0
Waived amount of outstanding balance	2017-02-28	0
Total funding amount beforereflecting carryover/prefunding balances	2017-02-28	193,250
Carryover balance elected to use to offset funding requirement	2017-02-28	0
Prefunding balance elected to use to offset funding requirement	2017-02-28	0
Additional cash requirement	2017-02-28	193,250
Contributions allocatedtoward minimum required contributions for current year	2017-02-28	208,522
Unpaid minimum required contributions for current year	2017-02-28	0
Unpaid minimum required contributions for all years	2017-02-28	0

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Company Name:	HORAN ASSOCIATES, INC.
Employer identification number (EIN):	311004837
NAIC Classification:	523900

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01
003	2021-01-01
003	2020-03-01
003	2019-03-01
003	2018-03-01
003	2017-03-01
003	2016-03-01
003	2015-03-01
003	2014-03-01
003	2013-03-01
003	2012-03-01	BETH BROOKE	2013-12-10
003	2011-03-01	KELSEY SMITH	2012-12-14
003	2010-03-01	JESSICA BIRKLE	2011-12-12