How big is Wealth Concepts, Inc.'s plan?

Wealth Concepts, Inc.'s plan reported $628K in assets and 7 participants for 2023.

Original filing (PDF)20240605165118NAL0036787248001

Wealth Concepts, Inc.

Name: Wealth Concepts, Inc. — ARC 401(k) Plan, Form 5500 (2023)
Creator: Wealth Concepts, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ARC 401(k) Plan

401(k) retirement plan · Wealth Concepts, Inc.'s ARC 401(k) Plan held $628K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$628K

Net assets (EOY)

$628K

People on this filing

Ralph Pence signed Wealth Concepts, Inc.'s 2023 Form 5500 as plan administrator.

Ralph Pence — 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

Wealth Concepts, Inc.'s EIN is 20-3719131.

EIN 20-3719131

Plan number 001

Plan year 2023

ACK ID 20240605165118NAL0036787248001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wealth Concepts, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wealth Concepts, Inc.'s plan includes profit-sharing, 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 WEALTH 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