How big is Progressive Financial Concepts, Ltd.'s plan?

Progressive Financial Concepts, Ltd.'s plan reported $1.2M in assets and 7 participants for 2024.

Original filing (PDF)20250818110222NAL0001163393001

Progressive Financial Concepts, Ltd.

Name: Progressive Financial Concepts, Ltd. — Progressive, Form 5500 (2024)
Creator: Progressive Financial Concepts, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Progressive Financial Concepts, Ltd. 401(k) Plan

401(k) retirement plan · Progressive Financial Concepts, Ltd.'s Progressive Financial Concepts, Ltd. 401(k) Plan held $1.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

KORY Budinger signed Progressive Financial Concepts, Ltd.'s 2024 Form 5500 as plan administrator.

KORY Budinger — 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

Progressive Financial Concepts, Ltd.'s EIN is 86-0496541.

EIN 86-0496541

Plan number 001

Plan year 2024

ACK ID 20250818110222NAL0001163393001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Progressive Financial Concepts, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Knocking points off