OpenERISA

Francis Financial, INC.

New York, NY, 10006

EIN 20-0247051
Plans
2
Total participants
110
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in New YorkFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Francis Financial, INC. 401(K) Profit Sharing Plan15
2024Form 5500-SF002Francis Financial, INC. Cash Balance Plan14
2023Form 5500-SF001Francis Financial, INC. 401(K) Profit Sharing Plan11
2023Form 5500-SF002Francis Financial, INC. Cash Balance Plan10
2022Form 5500-SF001Francis Financial, INC. 401(K) Profit Sharing Plan9
2022Form 5500-SF002Francis Financial, INC. Cash Balance Plan8
2021Form 5500-SF001Francis Financial, INC. 401(K) Profit Sharing Plan11
2021Form 5500-SF002Francis Financial, INC. Cash Balance Plan10
2020Form 5500-SF001Francis Financial, INC. 401(K) Profit Sharing Plan11
2020Form 5500-SF002Francis Financial, INC. Cash Balance Plan11

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

Other plan sponsors in New York

All New York plan sponsors →