Plan5500

Concept 2001, Inc. 401(K) Plan — Form 5500 plan (Concept 2001, Inc.)

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 2001, Inc. 401(K) Plan is a benefit plan reported by Concept 2001, Inc. under EIN 58-2453817 and plan number 333. The latest loaded filing year is 2023. The filing reports 2,302 participants and $30,641,454 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concept 2001, Inc.
EIN
58-2453817
Plan number
333
Plan type
3
Location
Warrenville, SC
Latest filing year
2023
Participants
2,302
End-of-year plan assets
$30,641,454

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,302H, C20241015131053NAL0029740913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,641,454
Net assets (EOY)
$30,641,454
Net assets (BOY)
$25,904,697

Income & contributions

Employer contributions
$822,836
Participant contributions
$2,526,553
Total contributions
$3,571,032
Total income / additions
$7,499,549

Expenses & distributions

Benefits paid
$1,711,939
Administrative expenses
$81,300
Total expenses
$1,838,269
Net increase / (decrease)
$5,661,280

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$71,550$02023
Elliott Davis, LLC/PllcAUDITOR$9,500not reported in the loaded dataset2023

Related Form 5500 pages