How big is Clinicnote Inc.'s plan?

Clinicnote Inc.'s plan reported $44K in assets and 3 participants for 2024.

Original filing (PDF)20251010111124NAL0004538323001

Clinicnote Inc.

Name: Clinicnote Inc. — Clinicnote Inc. 401(k) Plan, Form 5500 (2024)
Creator: Clinicnote Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clinicnote Inc. 401(k) Plan

401(k) retirement plan · Clinicnote Inc.'s Clinicnote Inc. 401(k) Plan held $44K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

People on this filing

Richard Tatum signed Clinicnote Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Clinicnote Inc.'s EIN is 47-3369227.

EIN 47-3369227

Plan number 001

Plan year 2024

ACK ID 20251010111124NAL0004538323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clinicnote Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clinicnote Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score