Conceptual Financial Planning, Inc. (EIN 39-1501854) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.5M in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Conceptual Financial Planning, Inc. 401(k) & Profit Sharing Plan | 001 | 3 | $902K |
| Conceptual Financial Planning, Inc. Cash Balance Plan | 002 | 3 | $591K |
39-1501854 is the Employer Identification Number (EIN) Conceptual Financial Planning, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Wisconsin EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
