Original filing (PDF)20251010161046NAL0004400867001

Business Planning Concepts, Inc. DBA Member Benefits

Name: Business Planning Concepts, Inc. DBA Member Benefits — Form 5500 Plan 002 (2024)
Creator: Business Planning Concepts, Inc. DBA Member Benefits
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Member Benefits 401(k) Plan

401(k) retirement plan · Business Planning Concepts, Inc. DBA Member Benefits' Member Benefits 401(k) Plan held $2.7M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Business Planning Concepts, Inc. DBA Member Benefits' EIN is 59-2442511.

EIN 59-2442511

Plan number 002

Plan year 2024

ACK ID 20251010161046NAL0004400867001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Business Planning Concepts, Inc. DBA Member Benefits' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUSINESS PLANNING CONCEPTS, INC. DBA MEMBER BENEFITS.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off