401(k) · DOL Form 5500 · 2023

Finance Concepts LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
29th
Percentile by assets National rank
$90,634
Avg per participant Below avg balance/head
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Official DOL plan name: Finance Concepts LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Finance Concepts LLC · California · Professional & Technical Services

$2M in assets, 19 participants

Finance Concepts LLC's Finance Concepts LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,948 in Professional & Technical Services (20,321 peers)

Finance Concepts LLC multi-year trail

Finance Concepts LLC's plans moved +49.3% in assets from 2022 to 2024; this filing shows Finance Concepts LLC 401(k) Profit Sharing Plan & Trust at $2M / 19 participants.

#4,948
in Professional & Technical Services (20,321 peers)
+24.7%
assets growth YoY

Finance Concepts LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Finance Concepts LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,722,048 29th percentile higher than 29% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Finance Concepts LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Finance Concepts LLC 401(k) Profit Sharing Plan & Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Finance Concepts LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $17K in the plan year 2022 filing to $341K in the plan year 2023 filing.
  • Finance Concepts LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Finance Concepts LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 18 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 450980182 · Finance Concepts LLC PY 2023 · 401(k)

Finance Concepts LLC 401(k) Profit Sharing Plan & Trust · $2M · 19 · 29th

  • PHOTO $2M
  • IND 19
  • EOY 29th
  • 5500 401(k)
  • ASSETS near Allen-Hall Mortuary, Inc. 401(k) Plan
  • PCT ind #4948

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 California →

Finance Concepts LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Finance Concepts LLC 401(k) Profit Sharing Plan & TrustFinance Concepts LLC 401(k) …$2MAllen-Hall Mortuary, Inc. 401(k) PlanAllen-Hall Mortuary, Inc. 40…$2MRiver Wealth Advisors LLC Retirement PlanRiver Wealth Advisors LLC Re…$2MLarson Hotshot 401(k) Plan$2MEtairos Health, Inc. 401(k) PlanEtairos Health, Inc. 401(k) …$2M
End-of-year total assets ($M) among Finance Concepts LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Finance Concepts LLC multi-year asset trail

Sponsor-wide plan assets over time

All Finance Concepts LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 49.28899280195269% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.38M $2.06M ▲ +49.3%
Year Plans Participants Total Assets
2022 1 18 $1M
2023 1 19 $2M
2024 1 18 $2M

Finance Concepts LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$341K
Employer EIN450980182
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Finance Concepts LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Finance Concepts LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001722048 · Participants: 19Finance Concepts LLC 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Finance Concepts LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Finance Concepts LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Finance Concepts LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Allen-Hall Mortuary, Inc. 401(k) Plan in UT ($2M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Finance Concepts LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Finance Concepts LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 24.7% during 2023, from $1M to $2M. Reported net income was $341K.
How have Finance Concepts LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finance Concepts LLC's sponsor-wide assets grew 49.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Finance Concepts LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Allen-Hall Mortuary, Inc. 401(k) Plan in UT ($2M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Finance Concepts LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 450980182.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.