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THE FINANCIAL CONSULATE 401K PLAN 401k Plan overview

Plan NameTHE FINANCIAL CONSULATE 401K PLAN
Plan identification number 001

THE FINANCIAL CONSULATE 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THE FINANCIAL CONSULATE, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE FINANCIAL CONSULATE, INC.
Employer identification number (EIN):521281169
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FINANCIAL CONSULATE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01MICHAEL P. MCCARTHY2023-06-16
0012021-01-01MICHAEL P. MCCARTHY2022-05-31
0012020-01-01MICHAEL P. MCCARTHY2021-05-19
0012019-01-01MICHAEL P. MCCARTHY2020-10-13
0012018-01-01MICHAEL P. MCCARTHY2019-04-02
0012017-01-01MICHAEL P. MCCARTHY2018-06-26
0012016-01-01MICHAEL P. MCCARTHY2017-07-14
0012015-01-01MICHAEL P. MCCARTHY2016-07-06
0012014-01-01MICHAEL P. MCCARTHY2015-04-24
0012013-01-01MICHAEL P. MCCARTHY2014-10-10
0012012-01-01MICHAEL P. MCCARTHY2013-04-25
0012011-01-01MICHAEL P. MCCARTHY2012-05-24
0012010-01-01MICHAEL P. MCCARTHY2011-03-01

Financial Data on THE FINANCIAL CONSULATE 401K PLAN

Measure Date Value
2025 : THE FINANCIAL CONSULATE 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-2232946
Net assets as of the end of the plan year2025-09-226659669
Total assets as of the beginning of the plan year2025-09-225586485
Value of plan covered by a fidelity bond2025-09-22500000
Participant contributions to plan in this plan year2025-09-22338276
Other income to plan in this plan year2025-09-22720864
Plan net income in this plan year2025-09-221073184
Net assets as of the end of the plan year2025-09-226659669
Net assets as of the beginning of the plan year2025-09-225586485
Employer contributions to plan in this plan year2025-09-2246990
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-221746
2024 : THE FINANCIAL CONSULATE 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0725039
Net assets as of the end of the plan year2024-10-075586485
Total assets as of the beginning of the plan year2024-10-074461749
Value of plan covered by a fidelity bond2024-10-07500000
Participant contributions to plan in this plan year2024-10-07293433
Other income to plan in this plan year2024-10-07822795
Plan net income in this plan year2024-10-071124736
Net assets as of the end of the plan year2024-10-075586485
Net assets as of the beginning of the plan year2024-10-074461749
Employer contributions to plan in this plan year2024-10-0733547
2022 : THE FINANCIAL CONSULATE 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-3158769
Net assets as of the end of the plan year2022-05-315277882
Total assets as of the beginning of the plan year2022-05-314432093
Value of plan covered by a fidelity bond2022-05-31500000
Participant contributions to plan in this plan year2022-05-31258729
Other income to plan in this plan year2022-05-31616032
Plan net income in this plan year2022-05-31845789
Net assets as of the end of the plan year2022-05-315277882
Net assets as of the beginning of the plan year2022-05-314432093
Employer contributions to plan in this plan year2022-05-3129797
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-3165

Potentially related plans

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