401(k) · DOL Form 5500 · 2023
Fincon Consulting Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $128K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $64,047
- Avg per participant Low balance/head
Official DOL plan name: Fincon Consulting Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Fincon Consulting Services, Inc. · Montana · Professional & Technical Services
$128K in assets, 2 participants
Fincon Consulting Services, Inc.'s Fincon Consulting Services, Inc. 401(k) Profit Sharing Plan reported $128K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,296 in Professional & Technical Services (20,321 peers)
Fincon Consulting Services, Inc. multi-year trail
Fincon Consulting Services, Inc.'s plans moved +33.4% in assets from 2022 to 2024; this filing shows Fincon Consulting Services, Inc. 401(k) Profit Sharing Plan at $128K / 2 participants.
- #1,296
- in Professional & Technical Services (20,321 peers)
- +14.4%
- assets growth YoY
Fincon Consulting Services, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Fincon Consulting Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$128,093 8th percentile higher than 8% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fincon Consulting Services, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fincon Consulting Services, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fincon Consulting Services, Inc. 401(k) Profit Sharing Plan reported net income rose from -$39K in the plan year 2022 filing to $16K in the plan year 2023 filing.
- Fincon Consulting Services, Inc. 401(k) Profit Sharing Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- Fincon Consulting Services, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $112K in the plan year 2022 filing to $128K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 861327085 · Fincon Consulting Services, Inc. PY 2023 · 401(k)
Fincon Consulting Services, Inc. 401(k) Profit Sharing Plan · $128K · 2 · 8th
- PCT $128K
- EIN 2
- RANK 8th
- PHOTO 401(k)
- IND near Kt Pets, Inc. 401(k) Plan
- EOY ind #1296
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Montana →
Fincon Consulting Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Fincon Consulting Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Fincon Consulting Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $149K 33.37680900482402% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $112K |
| 2023 | 1 | 2 | $128K |
| 2024 | 1 | 5 | $149K |
Fincon Consulting Services, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $112K |
|---|---|
| Net Assets (End of Year) | $128K |
| Net Income | $16K |
| Employer EIN | 861327085 |
| Plan Effective Date | 2021-01-11 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $543M · 1,580
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $485M · 3,264
- Northwestern Energy 401(k) Retirement Savings Plan $463M · 1,529
- First Interstate Bancsystem, Inc. 401(k) Plan $454M · 3,750
- Logan Health Retirement Savings Plan $437M · 4,232
Fincon Consulting Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Kt Pets, Inc. 401(k) Plan in FL ($128K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($128K here).
- Kt Pets, Inc. 401(k) Plan (FL) $128K · 2
- Crossville Bnrv Sales LLC 401(k) Profit Sharing Plan and Trust (FL) $128K · 95
- Penny and Rose Home Company 401(k) Plan (MD) $128K · 1
- Gst Designs Retirement Plan (TX) $128K · 2
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.