How big is Conceptual Design & Planning Company's plan?

Conceptual Design & Planning Company's plan reported $586K in assets and 16 participants for 2022.

Original filing (PDF)20231010125942NAL0028203313001

Conceptual Design & Planning Company

Name: Conceptual Design & Planning Company — Conceptual, Form 5500 (2022)
Creator: Conceptual Design & Planning Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conceptual Design and Planning Company 401(k) & Profit Sharing Plan

401(k) retirement plan · Conceptual Design & Planning Company's Conceptual Design and Planning Company 401(k) & Profit Sharing Plan held $586K in plan assets for 16 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$586K

Net assets (EOY)

$586K

People on this filing

James Baldovin signed Conceptual Design & Planning Company's 2022 Form 5500 as plan administrator.

James Baldovin — 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

Conceptual Design & Planning Company's EIN is 20-5604834.

EIN 20-5604834

Plan number 001

Plan year 2022

ACK ID 20231010125942NAL0028203313001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Conceptual Design & Planning Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Conceptual Design & Planning Company's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONCEPTUAL DESIGN & PLANNING COMPANY.

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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