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

Financial Concepts, Inc.'s plan reported $20.8M in assets and 4 participants for 2025.

Original filing (PDF)20260202134646NAL0001392673001

Financial Concepts, Inc.

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

Form 5500-SF

FILING_RECEIVED

Financial Concepts, Inc. Profit Sharing Plan

401(k) retirement plan · Financial Concepts, Inc.'s Financial Concepts, Inc. Profit Sharing Plan held $20.8M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.8M

Net assets (EOY)

$20.8M

People on this filing

Patrick McNamara signed Financial Concepts, Inc.'s 2025 Form 5500 as plan administrator.

Patrick McNamara — 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

Financial Concepts, Inc.'s EIN is 38-2233271.

EIN 38-2233271

Plan number 002

Plan year 2025

ACK ID 20260202134646NAL0001392673001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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