Management Concepts, Inc. 401(K) Savings Plan — Form 5500 plan (Management Concepts)
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, Management Concepts, Inc. 401(K) Savings Plan is a benefit plan reported by Management Concepts under EIN 54-1021611 and plan number 001. The latest loaded filing year is 2023. The filing reports 377 participants and $43,161,138 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Management Concepts
- EIN
- 54-1021611
- Plan number
- 001
- Plan type
- 2
- Location
- Vienna, VA
- Latest filing year
- 2023
- Participants
- 377
- End-of-year plan assets
- $43,161,138
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20241015104602NAL0028103697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,161,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,161,138
- Net assets (BOY)
- $34,777,988
Income & contributions
- Employer contributions
- $633,781
- Participant contributions
- $2,657,402
- Total contributions
- $3,414,294
- Total income / additions
- $10,106,618
Expenses & distributions
- Benefits paid
- $1,656,166
- Administrative expenses
- $67,302
- Total expenses
- $1,723,468
- Net increase / (decrease)
- $8,383,150
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | ADVISOR | $35,936 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $18,833 | $0 | 2023 |
| Cetera Investment Advisors LLC | ADVISOR | $12,533 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Management Concepts
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Vienna, VA
- Cetera Advisor Networks LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Cetera Investment Advisors LLC — Schedule C compensation