· 2022–2024 · DOL EFAST2
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FINANCIAL CONCEPTS, INC. — FINANCIAL CONCEPTS, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250227101522NAL0002110241001
FINANCIAL CONCEPTS, INC.
Form 5500-SF
FILING_RECEIVED
FINANCIAL CONCEPTS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$19.4M
Net assets (EOY)
$19.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FINANCIAL CONCEPTS, INC.
.
Find decision makers
Plan sponsor
Name
FINANCIAL CONCEPTS, INC.
EIN
38-2233271
Address
24 FRANK LLOYD WRIGHT DR., 3050 H · P.O. BOX 554 · ANN ARBOR, MI · 481060554
Phone
(734) 214-9770
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO
PLAN DE PENSIONES DE BENEFICIOS DEFINIDOS PARA LA COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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