How big is Patient Financial Concepts Inc.'s plan?

Patient Financial Concepts Inc.'s plan reported $879K in assets and 58 participants for 2024.

Original filing (PDF)20251003120115NAL0002208256001

Patient Financial Concepts Inc.

Name: Patient Financial Concepts Inc. — PF Concepts 401(k), Form 5500 (2024)
Creator: Patient Financial Concepts Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PF Concepts 401(k) Retirement Plan

401(k) retirement plan · Patient Financial Concepts Inc.'s PF Concepts 401(k) Retirement Plan held $879K in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$879K

Net assets (EOY)

$879K

People on this filing

Guillermo S. Garcia signed Patient Financial Concepts Inc.'s 2024 Form 5500 as plan administrator.

Guillermo S. Garcia — 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

Patient Financial Concepts Inc.'s EIN is 20-1284207.

EIN 20-1284207

Plan number 002

Plan year 2024

ACK ID 20251003120115NAL0002208256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patient Financial Concepts Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATIENT FINANCIAL 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

Knocking points off