Plan5500

Concept Plus, LLC 401(K) Plan — Form 5500 plan (Concept Plus, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Concept Plus, LLC 401(K) Plan is a benefit plan reported by Concept Plus, LLC under EIN 26-3246931 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $15,289,559 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concept Plus, LLC
EIN
26-3246931
Plan number
001
Plan type
2
Location
Fairfax, VA
Latest filing year
2023
Participants
220
End-of-year plan assets
$15,289,559

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20241023121333NAL0004065649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,289,559
Total liabilities (EOY)
$0
Net assets (EOY)
$15,289,559
Net assets (BOY)
$13,700,451

Income & contributions

Employer contributions
$437,938
Participant contributions
$1,099,997
Total contributions
$1,669,547
Total income / additions
$3,580,732

Expenses & distributions

Benefits paid
$1,929,480
Administrative expenses
$53,833
Total expenses
$1,991,624
Net increase / (decrease)
$1,589,108

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mid Atlantic Financial Management IINVESTMENT ADVISOR$34,158not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$17,989$02023
Empower Advisory Group, LLCINVESTMENT MGMT$1,686not reported in the loaded dataset2023

Related Form 5500 pages