Plan5500

Concentrus, Inc. 401(K) Plan — Form 5500 plan (Concentrus, Inc.)

Plain-English plan 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, Concentrus, Inc. 401(K) Plan is a benefit plan reported by Concentrus, Inc. under EIN 27-5381788 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $12,308,715 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concentrus, Inc.
EIN
27-5381788
Plan number
001
Plan type
2
Location
Diamond Bar, CA
Latest filing year
2023
Participants
153
End-of-year plan assets
$12,308,715

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20240913112525NAL0016132880001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,308,715
Total liabilities (EOY)
$0
Net assets (EOY)
$12,308,715
Net assets (BOY)
$11,052,109

Income & contributions

Employer contributions
$449,027
Participant contributions
$458,465
Total contributions
$931,667
Total income / additions
$2,689,267

Expenses & distributions

Benefits paid
$1,370,893
Administrative expenses
$61,358
Total expenses
$1,432,661
Net increase / (decrease)
$1,256,606

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Fiduciary AdvisorsNONE$37,886not reported in the loaded dataset2023
NwpsNONE$18,600not reported in the loaded dataset2023

Related Form 5500 pages