How big is Applied Financial Concepts, Inc.'s plan?

Applied Financial Concepts, Inc.'s plan reported $4.2M in assets and 7 participants for 2025.

Original filing (PDF)20260415065021NAL0020645328001

Applied Financial Concepts, Inc.

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

Form 5500-SF

FILING_RECEIVED

Applied Financial Concepts, Inc. Profit Sharing Plan and Trust

401(k) retirement plan · Applied Financial Concepts, Inc.'s Applied Financial Concepts, Inc. Profit Sharing Plan and Trust held $4.2M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

Applied Financial Concepts, Inc.'s EIN is 34-1378392.

EIN 34-1378392

Plan number 001

Plan year 2025

ACK ID 20260415065021NAL0020645328001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Applied Financial Concepts, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Helping the score