Concierge Fpg, Inc. Retirement Plan — Form 5500 plan (Concierge Fpg, 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, Concierge Fpg, Inc. Retirement Plan is a benefit plan reported by Concierge Fpg, Inc. under EIN 46-4390878 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $747,412 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Concierge Fpg, Inc.
- EIN
- 46-4390878
- Plan number
- 001
- Plan type
- 2
- Location
- Apopka, FL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $747,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240904103309NAL0019586801001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $747,412
- Net assets (EOY)
- $747,412
- Net assets (BOY)
- $741,382
Income & contributions
- Total income / additions
- $6,030
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $6,030
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.