How big is Clinical Notes AI, Inc.'s plan?

Clinical Notes AI, Inc.'s plan reported $30K in assets and 10 participants for 2025.

Original filing (PDF)20260505220144NAL0001442289015

Clinical Notes AI, Inc.

Name: Clinical Notes AI, Inc. — Clinical Notes AI 401(k), Form 5500 (2025)
Creator: Clinical Notes AI, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clinical Notes AI 401(k) Plan

401(k) retirement plan · Clinical Notes AI, Inc.'s Clinical Notes AI 401(k) Plan held $30K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

People on this filing

Elantha Barry signed Clinical Notes AI, Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Clinical Notes AI, Inc.'s EIN is 93-4614452.

EIN 93-4614452

Plan number 001

Plan year 2025

ACK ID 20260505220144NAL0001442289015

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clinical Notes AI, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLINICAL NOTES AI, INC.

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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