THE FINANCIAL GUYS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE FINANCIAL GUYS 401K & PROFIT SHARING PLAN INDEPENDENT SOLUTIONS WEALTH MANAGEMENT & THE FINANCIAL GUYS INSURANCE AGENCY
| Measure | Date | Value |
|---|
| 2025 : THE FINANCIAL GUYS 401K & PROFIT SHARING PLAN INDEPENDENT SOLUTIONS WEALTH MANAGEMENT & THE FINANCIAL GUYS INSURANCE AGENCY 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-31 | 45546 |
| Net assets as of the end of the plan year | 2025-07-31 | 2803497 |
| Total assets as of the beginning of the plan year | 2025-07-31 | 1827798 |
| Value of plan covered by a fidelity bond | 2025-07-31 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-31 | 273320 |
| Other contributions to plan in this plan year | 2025-07-31 | 38887 |
| Other income to plan in this plan year | 2025-07-31 | 327424 |
| Plan net income in this plan year | 2025-07-31 | 975699 |
| Net assets as of the end of the plan year | 2025-07-31 | 2803497 |
| Net assets as of the beginning of the plan year | 2025-07-31 | 1827798 |
| Employer contributions to plan in this plan year | 2025-07-31 | 381614 |
| Fees paid to broker by Benefit Provider | 2025-07-31 | 12932 |
| 2024 : THE FINANCIAL GUYS 401K & PROFIT SHARING PLAN INDEPENDENT SOLUTIONS WEALTH MANAGEMENT & THE FINANCIAL GUYS INSURANCE AGENCY 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-01 | 0 |
| Net assets as of the end of the plan year | 2024-08-01 | 1827798 |
| Total assets as of the beginning of the plan year | 2024-08-01 | 1075961 |
| Value of plan covered by a fidelity bond | 2024-08-01 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-01 | 257538 |
| Other contributions to plan in this plan year | 2024-08-01 | 6489 |
| Other income to plan in this plan year | 2024-08-01 | 164164 |
| Plan net income in this plan year | 2024-08-01 | 751837 |
| Net assets as of the end of the plan year | 2024-08-01 | 1827798 |
| Net assets as of the beginning of the plan year | 2024-08-01 | 1075961 |
| Employer contributions to plan in this plan year | 2024-08-01 | 323646 |
| Fees paid to broker by Benefit Provider | 2024-08-01 | 10013 |
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