How big is Money Concepts' plan?

Money Concepts' plan reported $4K in assets and 7 participants for 2024.

Original filing (PDF)20251229132727NAL0041848930001

Money Concepts

Name: Money Concepts — Money Concepts CBS Benefit Plan, Form 5500 (2024)
Creator: Money Concepts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Money Concepts CBS Benefit Plan

Health & welfare plan · Money Concepts' Money Concepts CBS Benefit Plan held $4K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Joseph HSU signed Money Concepts' 2024 Form 5500 as plan administrator.

Joseph HSU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Money Concepts' EIN is 61-1175822.

EIN 61-1175822

Plan number 501

Plan year 2024

ACK ID 20251229132727NAL0041848930001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Money Concepts' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONEY CONCEPTS.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score