OpenERISA

The Financial Consulate, INC.

Hunt Valley, MD, 21031

EIN 52-1281169
Plans
2
Total participants
218
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in MarylandFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500002The Financial Consulate Employee Stock Ownership Plan21
2024Form 5500-SF001The Financial Consulate 401K Plan22
2024Form 5500002The Financial Consulate Employee Stock Ownership Plan20
2023Form 5500-SF001The Financial Consulate 401K Plan22
2023Form 5500002The Financial Consulate Employee Stock Ownership Plan21
2022Form 5500-SF001The Financial Consulate 401K Plan22
2022Form 5500002The Financial Consulate Employee Stock Ownership Plan20
2021Form 5500-SF001The Financial Consulate 401K Plan19
2021Form 5500002The Financial Consulate Employee Stock Ownership Plan17
2020Form 5500-SF001The Financial Consulate 401K Plan18
2020Form 5500002The Financial Consulate Employee Stock Ownership Plan16

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.

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