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FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PL 401k Plan overview

Plan NameFINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PL
Plan identification number 001

FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FINANCIAL INDEPENDENCE, LLC has sponsored the creation of one or more 401k plans.

Company Name:FINANCIAL INDEPENDENCE, LLC
Employer identification number (EIN):264612212
NAIC Classification:523900

Additional information about FINANCIAL INDEPENDENCE, LLC

Jurisdiction of Incorporation: Secretary of State Rhode Island
Incorporation Date:
Company Identification Number: 000505903

More information about FINANCIAL INDEPENDENCE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICK CAMPBELL2024-09-06
0012022-01-01RICK CAMPBELL2023-05-12 RICK CAMPBELL2023-05-12
0012021-01-01RICK CAMPBELL2022-10-14 RICK CAMPBELL2022-10-14
0012020-01-01RICK CAMPBELL2021-06-30 RICK CAMPBELL2021-06-30
0012019-01-01RICK CAMPBELL2020-05-23 RICK CAMPBELL2020-05-23
0012018-01-01RICK CAMPBELL2019-07-08
0012017-01-01RICK W CAMPBELL2018-05-08 RICK W CAMPBELL2018-05-08
0012016-01-01RICK W CAMPBELL2017-05-03
0012015-01-01RICK CAMPBELL2016-07-19 RICK CAMPBELL2016-07-19
0012014-01-01RICK CAMPBELL2015-06-16 RICK CAMPBELL2015-06-16
0012013-01-01RICK CAMPBELL2014-07-03 RICK CAMPBELL2014-07-03
0012012-01-01FINANCIAL INDEPENDENCE2013-05-31 FINANCIAL INDEPENDENCE2013-05-31
0012011-01-01RICKCAMPBELL2012-06-18 RICKCAMPBELL2012-06-18
0012010-01-01RICK CAMPBELL2011-06-20

Financial Data on FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PL

Measure Date Value
2025 : FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PL 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-130
Total expenses incurred by plan in this plan year2025-06-13804187
Net assets as of the end of the plan year2025-06-13903550
Total assets as of the beginning of the plan year2025-06-131454206
Value of plan covered by a fidelity bond2025-06-13130000
Participant contributions to plan in this plan year2025-06-1384223
Other contributions to plan in this plan year2025-06-138114
Other income to plan in this plan year2025-06-13130701
Plan net income in this plan year2025-06-13-550656
Net assets as of the end of the plan year2025-06-13903550
Net assets as of the beginning of the plan year2025-06-131454206
Employer contributions to plan in this plan year2025-06-1330493
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-13747
2024 : FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PL 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-060
Total expenses incurred by plan in this plan year2024-09-06192
Net assets as of the end of the plan year2024-09-061454206
Total assets as of the beginning of the plan year2024-09-061157019
Value of plan covered by a fidelity bond2024-09-06130000
Participant contributions to plan in this plan year2024-09-0675609
Other income to plan in this plan year2024-09-06195199
Plan net income in this plan year2024-09-06297187
Net assets as of the end of the plan year2024-09-061454206
Net assets as of the beginning of the plan year2024-09-061157019
Employer contributions to plan in this plan year2024-09-0626571
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-06192

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