2023 Form 5500 filing — Concept Plus, LLC 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 20241023121333NAL0004065649001) for Concept Plus, LLC 401(K) Plan, reported by Concept Plus, LLC under EIN 26-3246931 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241023121333NAL0004065649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Concept Plus, LLC
- EIN
- 26-3246931
- Plan number
- 001
- Location
- Fairfax, VA
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,289,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,289,559
- Employer contributions
- $437,938
- Participant contributions
- $1,099,997
- Total income / additions
- $3,580,732
- Benefits paid
- $1,929,480
- Administrative expenses
- $53,833
- Total expenses
- $1,991,624
- Net increase / (decrease)
- $1,589,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mid Atlantic Financial Management I | INVESTMENT ADVISOR | $34,158 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,989 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,686 | not reported in the loaded dataset |