401k Plan data: FORT WASHINGTON FINANCIAL GROUP, LLC 401(K) PLAN plan

FORT WASHINGTON FINANCIAL GROUP, LLC 401(K) PLAN 401k Plan overview

Plan Name	FORT WASHINGTON FINANCIAL GROUP, LLC 401(K) PLAN
Plan identification number	001

FORT WASHINGTON FINANCIAL GROUP, LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FORT WASHINGTON FINANCIAL GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: FORT WASHINGTON FINANCIAL GROUP, LLC

Employer identification number (EIN): 710954854

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORT WASHINGTON FINANCIAL GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 STEVEN L. JAY 2015-10-13
001 2013-01-01 STEVEN L. JAY 2014-10-14
001 2012-01-01 STEVEN L. JAY 2013-10-15
001 2011-01-01 STEVEN L. JAY 2012-10-15
001 2010-01-01 STEVEN L. JAY 2011-10-28

Financial Data on FORT WASHINGTON FINANCIAL GROUP, LLC 401(K) PLAN

Measure	Date	Value
2022 : FORT WASHINGTON FINANCIAL GROUP, LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-08-12	2449
Net assets as of the end of the plan year	2022-08-12	2473701
Total assets as of the beginning of the plan year	2022-08-12	2126416
Value of plan covered by a fidelity bond	2022-08-12	225000
Participant contributions to plan in this plan year	2022-08-12	53648
Value of participant loans at end of plan year	2022-08-12	6410
Other income to plan in this plan year	2022-08-12	251567
Plan net income in this plan year	2022-08-12	347285
Net assets as of the end of the plan year	2022-08-12	2473701
Net assets as of the beginning of the plan year	2022-08-12	2126416
Employer contributions to plan in this plan year	2022-08-12	44519
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-12	2449

Potentially related plans

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Company Name:	FORT WASHINGTON FINANCIAL GROUP, LLC
Employer identification number (EIN):	710954854
NAIC Classification:	523900

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	STEVEN L. JAY	2015-10-13
001	2013-01-01	STEVEN L. JAY	2014-10-14
001	2012-01-01	STEVEN L. JAY	2013-10-15
001	2011-01-01	STEVEN L. JAY	2012-10-15
001	2010-01-01	STEVEN L. JAY	2011-10-28