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THE FINANCIAL CLINIC 401(K) PLAN 401k Plan overview

Plan NameTHE FINANCIAL CLINIC 401(K) PLAN
Plan identification number 001

THE FINANCIAL CLINIC 401(K) PLAN 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.
  • 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 CLINIC has sponsored the creation of one or more 401k plans.

Company Name:THE FINANCIAL CLINIC
Employer identification number (EIN):760833915
NAIC Classification:523900

Additional information about THE FINANCIAL CLINIC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2006-09-14
Company Identification Number: 3412305
Legal Registered Office Address: 254 36TH ST
SUITE B321 UNIT 16
BROOKLYN
United States of America (USA)
11232

More information about THE FINANCIAL CLINIC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FINANCIAL CLINIC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01VIVIANA STEINBERG2018-07-17 VIVIANA STEINBERG2018-07-17
0012016-01-01
0012015-01-01EDUARDO BELTRE2016-10-13 EDUARDO BELTRE2016-10-13
0012014-01-01EDUARDO BELTRE2015-10-14 EDUARDO BELTRE2015-10-14

Financial Data on THE FINANCIAL CLINIC 401(K) PLAN

Measure Date Value
2025 : THE FINANCIAL CLINIC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-24151347
Net assets as of the end of the plan year2025-09-241451172
Total assets as of the beginning of the plan year2025-09-241237848
Value of plan covered by a fidelity bond2025-09-24120000
Participant contributions to plan in this plan year2025-09-2469827
Other income to plan in this plan year2025-09-24177699
Plan net income in this plan year2025-09-24213324
Net assets as of the end of the plan year2025-09-241451172
Net assets as of the beginning of the plan year2025-09-241237848
Employer contributions to plan in this plan year2025-09-24117145
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-247324
2024 : THE FINANCIAL CLINIC 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-0185
Total expenses incurred by plan in this plan year2024-10-01617481
Net assets as of the end of the plan year2024-10-011237848
Total assets as of the beginning of the plan year2024-10-011429027
Value of plan covered by a fidelity bond2024-10-01140000
Participant contributions to plan in this plan year2024-10-0198859
Other income to plan in this plan year2024-10-01221321
Plan net income in this plan year2024-10-01-191094
Net assets as of the end of the plan year2024-10-011237848
Net assets as of the beginning of the plan year2024-10-011428942
Employer contributions to plan in this plan year2024-10-01106207
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-018086

Potentially related plans

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