THE FINANCIAL CONSULATE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE FINANCIAL CONSULATE EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2024 : THE FINANCIAL CONSULATE EMPLOYEE STOCK OWNERSHIP PLAN 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $99,128 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $5,860 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $5,860 |
| Total plan assets at end of year | 2024-01-01 | $303,122 |
| Total plan assets at beginning of year | 2024-01-01 | $209,854 |
| Value of fidelity bond covering the plan | 2024-01-01 | $500,000 |
| Other income received | 2024-01-01 | $39,405 |
| Net income (gross income less expenses) | 2024-01-01 | $93,268 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $303,122 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $209,854 |
| Assets. Value of employer securities | 2024-01-01 | $190,694 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $59,723 |
| 2023 : THE FINANCIAL CONSULATE EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $76,883 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $209,854 |
| Total plan assets at beginning of year | 2023-12-31 | $132,971 |
| Value of fidelity bond covering the plan | 2023-12-31 | $540,000 |
| Other income received | 2023-12-31 | $8,590 |
| Net income (gross income less expenses) | 2023-12-31 | $76,883 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $209,854 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $132,971 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $68,293 |
| 2022 : THE FINANCIAL CONSULATE EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $55,365 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,288 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,288 |
| Total plan assets at end of year | 2022-12-31 | $132,971 |
| Total plan assets at beginning of year | 2022-12-31 | $78,894 |
| Value of fidelity bond covering the plan | 2022-12-31 | $540,000 |
| Other income received | 2022-12-31 | $-13,234 |
| Net income (gross income less expenses) | 2022-12-31 | $54,077 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $132,971 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $78,894 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $68,599 |
| 2021 : THE FINANCIAL CONSULATE EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $42,527 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $78,894 |
| Total plan assets at beginning of year | 2021-12-31 | $36,367 |
| Value of fidelity bond covering the plan | 2021-12-31 | $40,000 |
| Other income received | 2021-12-31 | $193 |
| Net income (gross income less expenses) | 2021-12-31 | $42,527 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $78,894 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $36,367 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $42,334 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : THE FINANCIAL CONSULATE EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $36,367 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $36,367 |
| Value of fidelity bond covering the plan | 2020-12-31 | $40,000 |
| Net income (gross income less expenses) | 2020-12-31 | $36,367 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $36,367 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $36,367 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2023: THE FINANCIAL CONSULATE EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: THE FINANCIAL CONSULATE EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE FINANCIAL CONSULATE EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE FINANCIAL CONSULATE EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | First time form 5500 has been submitted | Yes |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
