401(k)
2023 plan-year 401(k) DOL Form 5500

Concept 2001, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Concept 2001, Inc. · South Carolina · Management of Enterprises

What the 2023 filing shows

Concept 2001, Inc. 401(k) Plan holds $31M for 1,949 participants — about $15,722 per participant, up 18.3% over the 2023 plan year.

$31M
total plan assets (2023 EOY)
1,949
covered participants
$15,722
avg assets per participant
+18.3%
assets growth YoY
Total Assets (2023)
$31M
Participants
1,949
Industry
Management of Enterprises

What the Filing Says About Concept 2001, Inc. 401(k) Plan

Concept 2001, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Concept 2001, Inc., headquartered in South Carolina. As of the 2023 Form 5500 filing, the plan reports $31M in total end-of-year assets and covers 1,949 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 582453817, and the plan has been effective since 2002-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $26M at the beginning of 2023 to $31M at year-end — a gain of 18.3%. Net assets (after liabilities) closed the year at $31M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$26M
Total Assets (End of Year)$31M
Net Assets (End of Year)$31M
Net Income$6M
Plan Type401(k)
Employer EIN582453817
Plan Effective Date2002-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concept 2001, Inc.)

Year Plans Participants Total Assets
2022 1 2,144 $26M
2023 1 1,949 $31M
2024 1 2,010 $31M

Nearby 401(k) Plans in South Carolina

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Frequently Asked Questions

How much money is in the Concept 2001, Inc. 401(k) Plan?
As of the 2023 Form 5500 filing, Concept 2001, Inc. 401(k) Plan holds $31M in total assets with 1,949 participants. It is sponsored by Concept 2001, Inc..
What type of plan is Concept 2001, Inc. 401(k) Plan?
Concept 2001, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2002-12-01. The plan is filed with the U.S. Department of Labor under EIN 582453817.
Who sponsors the Concept 2001, Inc. 401(k) Plan?
Concept 2001, Inc. 401(k) Plan is sponsored by Concept 2001, Inc., located in South Carolina. The sponsor's EIN is 582453817 and the plan operates in the Management of Enterprises industry.
How did Concept 2001, Inc. 401(k) Plan perform in 2023?
Concept 2001, Inc. 401(k) Plan grew by 18.3% during 2023, moving from $26M to $31M in total assets. Net income was $6M.
Where can I find official filings for Concept 2001, Inc. 401(k) Plan?
Official Form 5500 filings for Concept 2001, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 582453817 or plan name at efast.dol.gov.
How does Concept 2001, Inc. 401(k) Plan compare to other plans?
You can compare Concept 2001, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in South Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 582453817.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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