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

Wealth Concepts, Inc.'s plan reported $287K in assets and 13 participants for 2024.

Original filing (PDF)20250411071039NAL0013988835001

Wealth Concepts, Inc.

Name: Wealth Concepts, Inc. — Wealth Concepts 401(k), Form 5500 (2024)
Creator: Wealth Concepts, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Concepts 401(k) Retirement Plan

401(k) retirement plan · Wealth Concepts, Inc.'s Wealth Concepts 401(k) Retirement Plan held $287K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$287K

Net assets (EOY)

$287K

Plan identifiers

Wealth Concepts, Inc.'s EIN is 43-1340958.

EIN 43-1340958

Plan number 001

Plan year 2024

ACK ID 20250411071039NAL0013988835001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Concepts, Inc.'s plan includes profit-sharing, a 401(k) feature.

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