Original filing (PDF)20250303132431NAL0003348563001

CONCERT IDEAS, INC.

Name: CONCERT IDEAS, INC. — CONCERT IDEAS, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: CONCERT IDEAS, INC.

Form 5500-SF

FILING_RECEIVED

CONCERT IDEAS, INC. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCERT IDEAS, INC..

Plan sponsor

Name

CONCERT IDEAS, INC.

EIN

14-1608636

Address

12 CARDINAL DRIVE · WOODSTOCK, NY · 12498

Phone

(845) 679-6000

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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