How big is Conceptual Financial Planning, Inc.'s plan?

Conceptual Financial Planning, Inc.'s plan reported $902K in assets and 3 participants for 2025.

Original filing (PDF)20260428145218NAL0015239856001

Conceptual Financial Planning, Inc.

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

Form 5500-SF

FILING_RECEIVED

Conceptual Financial Planning, Inc. 401(k) & Profit Sharing Plan

401(k) retirement plan · Conceptual Financial Planning, Inc.'s Conceptual Financial Planning, Inc. 401(k) & Profit Sharing Plan held $902K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$902K

Net assets (EOY)

$902K

Plan identifiers

Conceptual Financial Planning, Inc.'s EIN is 39-1501854.

EIN 39-1501854

Plan number 001

Plan year 2025

ACK ID 20260428145218NAL0015239856001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Conceptual Financial Planning, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CONCEPTUAL FINANCIAL PLANNING, INC.

EIN

all filings

Address

107 W MAIN ST · LITTLE CHUTE, WI · 54140

Phone

(920) 731-9500

Industry

Professional & Technical Services

Plan administrator