How big is Concept Software Inc.'s plan?

Concept Software Inc.'s plan reported $364K in assets and 6 participants for 2024.

Original filing (PDF)20250515140558NAL0029179008001

Concept Software Inc.

Name: Concept Software Inc. — Concept Software Inc. 401(k), Form 5500 (2024)
Creator: Concept Software Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concept Software Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Concept Software Inc.'s Concept Software Inc. 401(k) Profit Sharing Plan & Trust held $364K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$364K

Net assets (EOY)

$364K

People on this filing

Michael Wozniak signed Concept Software Inc.'s 2024 Form 5500 as plan administrator.

Michael Wozniak — 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

Concept Software Inc.'s EIN is 34-1765404.

EIN 34-1765404

Plan number 001

Plan year 2024

ACK ID 20250515140558NAL0029179008001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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