2023 Form 5500 filing — Concept 2001, Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015131053NAL0029740913001) for Concept 2001, Inc. 401(K) Plan, reported by Concept 2001, Inc. under EIN 58-2453817 and plan number 333. It reports 2,302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131053NAL0029740913001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Concept 2001, Inc.
- EIN
- 58-2453817
- Plan number
- 333
- Location
- Warrenville, SC
- Participants
- 2,302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,641,454
- Net assets (EOY)
- $30,641,454
- Employer contributions
- $822,836
- Participant contributions
- $2,526,553
- Total income / additions
- $7,499,549
- Benefits paid
- $1,711,939
- Administrative expenses
- $81,300
- Total expenses
- $1,838,269
- Net increase / (decrease)
- $5,661,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $71,550 | $0 |
| Elliott Davis, LLC/Pllc | AUDITOR | $9,500 | not reported in the loaded dataset |