Exhibit Concepts, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Exhibit Concepts, 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, Exhibit Concepts, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Exhibit Concepts, Inc. under EIN 31-0938752 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $9,020,247 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exhibit Concepts, Inc.
- EIN
- 31-0938752
- Plan number
- 001
- Plan type
- 2
- Location
- Vandalia, OH
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $9,020,247
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240909071703NAL0005187393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,020,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,020,247
- Net assets (BOY)
- $7,690,284
Income & contributions
- Participant contributions
- $545,163
- Total contributions
- $627,409
- Total income / additions
- $2,039,362
Expenses & distributions
- Benefits paid
- $672,526
- Administrative expenses
- $36,300
- Total expenses
- $709,399
- Net increase / (decrease)
- $1,329,963
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Consolidated Financial Mgmt Grp LLC | INVESTMENT ADVISOR | $24,936 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insur Co Of Amer | RECORDKEEPER | $18,499 | $0 | 2023 |
| Clark Schaefer Hacket & Co | CONTRACT ADMIN | $4,522 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $3,325 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Exhibit Concepts, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Vandalia, OH
- Consolidated Financial Mgmt Grp LLC — Schedule C compensation
- Empower Annuity Insur Co Of Amer — Schedule C compensation
- Clark Schaefer Hacket & Co — Schedule C compensation
- Empower Advisory Group — Schedule C compensation