THE FINANCIAL COACH, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE FINANCIAL COACH, INC. RETIREMENT PLAN
401k plan membership statisitcs for THE FINANCIAL COACH, INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025: THE FINANCIAL COACH, INC. RETIREMENT PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-09-23 | 24 |
| Total number of particpants at end of year | 2025-09-23 | 25 |
| Number of Participants With Account Balances | 2025-09-23 | 25 |
| 2024: THE FINANCIAL COACH, INC. RETIREMENT PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-02 | 22 |
| Total number of particpants at end of year | 2024-10-02 | 22 |
| Number of Participants With Account Balances | 2024-10-02 | 22 |
| 2022: THE FINANCIAL COACH, INC. RETIREMENT PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-10-07 | 23 |
| Total number of particpants at end of year | 2022-10-07 | 22 |
| Number of Participants With Account Balances | 2022-10-07 | 22 |
| Measure | Date | Value |
|---|
| 2025 : THE FINANCIAL COACH, INC. RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-23 | 12475 |
| Net assets as of the end of the plan year | 2025-09-23 | 9249865 |
| Total assets as of the beginning of the plan year | 2025-09-23 | 7585540 |
| Value of plan covered by a fidelity bond | 2025-09-23 | 60000 |
| Participant contributions to plan in this plan year | 2025-09-23 | 350078 |
| Value of participant loans at end of plan year | 2025-09-23 | 111320 |
| Other income to plan in this plan year | 2025-09-23 | 1148489 |
| Plan net income in this plan year | 2025-09-23 | 1664325 |
| Net assets as of the end of the plan year | 2025-09-23 | 9249865 |
| Net assets as of the beginning of the plan year | 2025-09-23 | 7585540 |
| Employer contributions to plan in this plan year | 2025-09-23 | 178233 |
| Fees paid to broker by Benefit Provider | 2025-09-23 | 4377 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-23 | 12475 |
| 2024 : THE FINANCIAL COACH, INC. RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-02 | 549257 |
| Net assets as of the end of the plan year | 2024-10-02 | 7585540 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 6516292 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 60000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 315746 |
| Value of participant loans at end of plan year | 2024-10-02 | 112119 |
| Other income to plan in this plan year | 2024-10-02 | 1152213 |
| Plan net income in this plan year | 2024-10-02 | 1069248 |
| Net assets as of the end of the plan year | 2024-10-02 | 7585540 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 6516292 |
| Employer contributions to plan in this plan year | 2024-10-02 | 150546 |
| Fees paid to broker by Benefit Provider | 2024-10-02 | 3997 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 10447 |
| 2022 : THE FINANCIAL COACH, INC. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-07 | 18112 |
| Net assets as of the end of the plan year | 2022-10-07 | 7393551 |
| Total assets as of the beginning of the plan year | 2022-10-07 | 5988949 |
| Value of plan covered by a fidelity bond | 2022-10-07 | 60000 |
| Participant contributions to plan in this plan year | 2022-10-07 | 282209 |
| Value of participant loans at end of plan year | 2022-10-07 | 17524 |
| Other income to plan in this plan year | 2022-10-07 | 1003376 |
| Plan net income in this plan year | 2022-10-07 | 1404602 |
| Net assets as of the end of the plan year | 2022-10-07 | 7393551 |
| Net assets as of the beginning of the plan year | 2022-10-07 | 5988949 |
| Employer contributions to plan in this plan year | 2022-10-07 | 137129 |
| Fees paid to broker by Benefit Provider | 2022-10-07 | 5469 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-07 | 9831 |
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