Original filing (PDF)20250423175114NAL0004034419001

CONCEPTUAL FINANCIAL PLANNING, INC.

Name: CONCEPTUAL FINANCIAL PLANNING, INC. — CONCEPTUAL FINANCIAL PLANNING, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: CONCEPTUAL FINANCIAL PLANNING, INC.

Form 5500-SF

FILING_RECEIVED

CONCEPTUAL FINANCIAL PLANNING, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$465K

Net assets (EOY)

$465K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CONCEPTUAL FINANCIAL PLANNING, INC.

EIN

39-1501854all filings

Address

2561 E CALUMET ST · APPLETON, WI · 54915

Phone

(920) 731-9500

Industry

Professional & Technical Servicessee all

Plan administrator