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

Conceptual Financial Planning, Inc.'s plan reported $591K in assets and 3 participants for 2025.

Original filing (PDF)20260421100646NAL0002450033001

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. Cash Balance Plan

Defined-benefit pension plan · Conceptual Financial Planning, Inc.'s Conceptual Financial Planning, Inc. Cash Balance Plan held $591K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$591K

Net assets (EOY)

$591K

Plan identifiers

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

EIN 39-1501854

Plan number 002

Plan year 2025

ACK ID 20260421100646NAL0002450033001

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 a cash-balance formula.

Decision-maker contacts

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