How big is Applied Concepts Inc.'s plan?

Applied Concepts Inc.'s plan reported $1.0M in assets and 10 participants for 2025.

Original filing (PDF)20260413090656NAL0010283475001

Applied Concepts Inc.

Name: Applied Concepts Inc. — Applied Concepts Inc. 401(k), Form 5500 (2025)
Creator: Applied Concepts Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Applied Concepts Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Applied Concepts Inc.'s Applied Concepts Inc. 401(k) Profit Sharing Plan & Trust held $1.0M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Kurt W Shafer signed Applied Concepts Inc.'s 2025 Form 5500 as plan administrator.

Kurt W Shafer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Applied Concepts Inc.'s EIN is 16-1527737.

EIN 16-1527737

Plan number 001

Plan year 2025

ACK ID 20260413090656NAL0010283475001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Applied Concepts Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Applied Concepts Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPLIED CONCEPTS INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

APPLIED CONCEPTS INC

EIN

all filings

Address

397 STATE ROUTE 281 · TULLY, NY · 131592486

Phone

(315) 696-6676

Industry

Manufacturing

Plan administrator