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, Concerto 401(K) Plan is a benefit plan reported by Concerto Renal Services, LLC under EIN 47-1861033 and plan number 001. The latest loaded filing year is 2023. The filing reports 675 participants and $8,860,615 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,860,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,860,615
- Net assets (BOY)
- $5,845,191
Income & contributions
- Employer contributions
- $528,714
- Participant contributions
- $1,443,375
- Total contributions
- $2,580,902
- Total income / additions
- $3,732,747
Expenses & distributions
- Benefits paid
- $582,028
- Administrative expenses
- $105,606
- Total expenses
- $717,323
- Net increase / (decrease)
- $3,015,424