How big is Professional Concepts Insurance Agency, Inc.'s plan?

Professional Concepts Insurance Agency, Inc.'s plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20251003151132NAL0000933875001

Professional Concepts Insurance Agency, Inc.

Name: Professional Concepts Insurance Agency, Inc. — Form 5500 Plan 001 (2024)
Creator: Professional Concepts Insurance Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Professional Concepts Insurance Agency, Inc. 401(k) Plan

401(k) retirement plan · Professional Concepts Insurance Agency, Inc.'s Professional Concepts Insurance Agency, Inc. 401(k) Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Professional Concepts Insurance Agency, Inc.'s EIN is 38-2788281.

EIN 38-2788281

Plan number 001

Plan year 2024

ACK ID 20251003151132NAL0000933875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Professional Concepts Insurance Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

PROFESSIONAL CONCEPTS INSURANCE AGENCY, INC.

EIN

all filings

Address

109 E. NORTH ST · BRIGHTON, MI · 48116

Phone

(810) 224-5255

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator