Civic Intelligence

Concept2 Inc.

Plan context: Concept2 Inc. 401(K) Plan

EIN 03-0274113 • Morrisville, VT • 32 filings • 6 plans

105 Industrial Park DriveMorrisville, VT 05661-8532
Current Snapshot

Latest Year

2025

2025 Participants

99

2025 Assets

$87,955,283

2025 Contributions

$5,225,736

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$87,955,283$43,977,642$0199920132025YearValue
$87,955,283Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

99500199920122025YearValue
99Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025199$87,955,283$5,225,736$52,785iApproximate average salary by contribution assumption: employee only about $1,319,630 at 4% or $879,754 at 6%; with 50% employer match about $879,754 at 4% or $586,502 at 6%; with 100% employer match about $659,815 at 4% or $439,877 at 6%.
Concept2 Inc. 401(K) Plan-99$87,955,283$5,225,736$52,785iApproximate average salary by contribution assumption: employee only about $1,319,630 at 4% or $879,754 at 6%; with 50% employer match about $879,754 at 4% or $586,502 at 6%; with 100% employer match about $659,815 at 4% or $439,877 at 6%.
2024194$76,036,533$3,248,732$34,561iApproximate average salary by contribution assumption: employee only about $864,024 at 4% or $576,016 at 6%; with 50% employer match about $576,016 at 4% or $384,011 at 6%; with 100% employer match about $432,012 at 4% or $288,008 at 6%.
Concept2 Inc. 401(K) Plan-94$76,036,533$3,248,732$34,561iApproximate average salary by contribution assumption: employee only about $864,024 at 4% or $576,016 at 6%; with 50% employer match about $576,016 at 4% or $384,011 at 6%; with 100% employer match about $432,012 at 4% or $288,008 at 6%.
2023189$67,323,149$3,158,293$35,486iApproximate average salary by contribution assumption: employee only about $887,161 at 4% or $591,441 at 6%; with 50% employer match about $591,441 at 4% or $394,294 at 6%; with 100% employer match about $443,580 at 4% or $295,720 at 6%.
Concept2 Inc. 401(K) Plan-89$67,323,149$3,158,293$35,486iApproximate average salary by contribution assumption: employee only about $887,161 at 4% or $591,441 at 6%; with 50% employer match about $591,441 at 4% or $394,294 at 6%; with 100% employer match about $443,580 at 4% or $295,720 at 6%.
2022192$58,723,020$3,189,711$34,671iApproximate average salary by contribution assumption: employee only about $866,769 at 4% or $577,846 at 6%; with 50% employer match about $577,846 at 4% or $385,231 at 6%; with 100% employer match about $433,385 at 4% or $288,923 at 6%.
Concept2 Inc. 401(K) Plan-92$58,723,020$3,189,711$34,671iApproximate average salary by contribution assumption: employee only about $866,769 at 4% or $577,846 at 6%; with 50% employer match about $577,846 at 4% or $385,231 at 6%; with 100% employer match about $433,385 at 4% or $288,923 at 6%.
2021188$67,626,008$3,852,649$43,780iApproximate average salary by contribution assumption: employee only about $1,094,503 at 4% or $729,668 at 6%; with 50% employer match about $729,668 at 4% or $486,446 at 6%; with 100% employer match about $547,251 at 4% or $364,834 at 6%.
Concept2 Inc. 401(K) Plan-88$67,626,008$3,852,649$43,780iApproximate average salary by contribution assumption: employee only about $1,094,503 at 4% or $729,668 at 6%; with 50% employer match about $729,668 at 4% or $486,446 at 6%; with 100% employer match about $547,251 at 4% or $364,834 at 6%.
2020182$58,857,529$3,171,849$38,681iApproximate average salary by contribution assumption: employee only about $967,027 at 4% or $644,685 at 6%; with 50% employer match about $644,685 at 4% or $429,790 at 6%; with 100% employer match about $483,514 at 4% or $322,342 at 6%.
Concept2 Inc. 401(K) Plan-82$58,857,529$3,171,849$38,681iApproximate average salary by contribution assumption: employee only about $967,027 at 4% or $644,685 at 6%; with 50% employer match about $644,685 at 4% or $429,790 at 6%; with 100% employer match about $483,514 at 4% or $322,342 at 6%.
2019181$52,555,708$2,755,702$34,021iApproximate average salary by contribution assumption: employee only about $850,525 at 4% or $567,017 at 6%; with 50% employer match about $567,017 at 4% or $378,011 at 6%; with 100% employer match about $425,263 at 4% or $283,508 at 6%.
Concept2 Inc. 401(K) Plan-81$52,555,708$2,755,702$34,021iApproximate average salary by contribution assumption: employee only about $850,525 at 4% or $567,017 at 6%; with 50% employer match about $567,017 at 4% or $378,011 at 6%; with 100% employer match about $425,263 at 4% or $283,508 at 6%.
2018184$44,152,232$2,782,950$33,130iApproximate average salary by contribution assumption: employee only about $828,259 at 4% or $552,173 at 6%; with 50% employer match about $552,173 at 4% or $368,115 at 6%; with 100% employer match about $414,129 at 4% or $276,086 at 6%.
Concept2 Inc. 401(K) Plan-84$44,152,232$2,782,950$33,130iApproximate average salary by contribution assumption: employee only about $828,259 at 4% or $552,173 at 6%; with 50% employer match about $552,173 at 4% or $368,115 at 6%; with 100% employer match about $414,129 at 4% or $276,086 at 6%.
2017181$49,936,165$2,946,458$36,376iApproximate average salary by contribution assumption: employee only about $909,401 at 4% or $606,267 at 6%; with 50% employer match about $606,267 at 4% or $404,178 at 6%; with 100% employer match about $454,700 at 4% or $303,134 at 6%.
Concept2 Inc. 401(K) Plan-81$49,936,165$2,946,458$36,376iApproximate average salary by contribution assumption: employee only about $909,401 at 4% or $606,267 at 6%; with 50% employer match about $606,267 at 4% or $404,178 at 6%; with 100% employer match about $454,700 at 4% or $303,134 at 6%.
2016180$42,465,938$2,306,370$28,830iApproximate average salary by contribution assumption: employee only about $720,741 at 4% or $480,494 at 6%; with 50% employer match about $480,494 at 4% or $320,329 at 6%; with 100% employer match about $360,370 at 4% or $240,247 at 6%.
Concept2 Inc. 401(K) Plan-80$42,465,938$2,306,370$28,830iApproximate average salary by contribution assumption: employee only about $720,741 at 4% or $480,494 at 6%; with 50% employer match about $480,494 at 4% or $320,329 at 6%; with 100% employer match about $360,370 at 4% or $240,247 at 6%.
2015176$38,506,874$2,207,202$29,042iApproximate average salary by contribution assumption: employee only about $726,053 at 4% or $484,036 at 6%; with 50% employer match about $484,036 at 4% or $322,690 at 6%; with 100% employer match about $363,027 at 4% or $242,018 at 6%.
Concept2 Inc. 401(K) Plan-76$38,506,874$2,207,202$29,042iApproximate average salary by contribution assumption: employee only about $726,053 at 4% or $484,036 at 6%; with 50% employer match about $484,036 at 4% or $322,690 at 6%; with 100% employer match about $363,027 at 4% or $242,018 at 6%.
2014174$40,542,883$2,072,734$28,010iApproximate average salary by contribution assumption: employee only about $700,248 at 4% or $466,832 at 6%; with 50% employer match about $466,832 at 4% or $311,221 at 6%; with 100% employer match about $350,124 at 4% or $233,416 at 6%.
Concept2 Inc. 401(K) Plan-74$40,542,883$2,072,734$28,010iApproximate average salary by contribution assumption: employee only about $700,248 at 4% or $466,832 at 6%; with 50% employer match about $466,832 at 4% or $311,221 at 6%; with 100% employer match about $350,124 at 4% or $233,416 at 6%.
2013170$39,514,326$367,908$5,256iApproximate average salary by contribution assumption: employee only about $131,396 at 4% or $87,597 at 6%; with 50% employer match about $87,597 at 4% or $58,398 at 6%; with 100% employer match about $65,698 at 4% or $43,799 at 6%.
Concept2 Inc. 401(K) Plan-70$39,514,326$367,908$5,256iApproximate average salary by contribution assumption: employee only about $131,396 at 4% or $87,597 at 6%; with 50% employer match about $87,597 at 4% or $58,398 at 6%; with 100% employer match about $65,698 at 4% or $43,799 at 6%.
2012169$38,868,546$1,921,999$27,855iApproximate average salary by contribution assumption: employee only about $696,376 at 4% or $464,251 at 6%; with 50% employer match about $464,251 at 4% or $309,501 at 6%; with 100% employer match about $348,188 at 4% or $232,125 at 6%.
Concept2 Inc. 401(K) Plan-69$38,868,546$1,921,999$27,855iApproximate average salary by contribution assumption: employee only about $696,376 at 4% or $464,251 at 6%; with 50% employer match about $464,251 at 4% or $309,501 at 6%; with 100% employer match about $348,188 at 4% or $232,125 at 6%.
2011167$34,878,922$1,686,130$25,166iApproximate average salary by contribution assumption: employee only about $629,153 at 4% or $419,435 at 6%; with 50% employer match about $419,435 at 4% or $279,624 at 6%; with 100% employer match about $314,576 at 4% or $209,718 at 6%.
Concept2 Inc. 401(K) Plan-67$34,878,922$1,686,130$25,166iApproximate average salary by contribution assumption: employee only about $629,153 at 4% or $419,435 at 6%; with 50% employer match about $419,435 at 4% or $279,624 at 6%; with 100% employer match about $314,576 at 4% or $209,718 at 6%.
2010165$31,583,721$1,564,583$24,071iApproximate average salary by contribution assumption: employee only about $601,763 at 4% or $401,175 at 6%; with 50% employer match about $401,175 at 4% or $267,450 at 6%; with 100% employer match about $300,881 at 4% or $200,588 at 6%.
Concept2 Inc. 401(K) Plan-65$31,583,721$1,564,583$24,071iApproximate average salary by contribution assumption: employee only about $601,763 at 4% or $401,175 at 6%; with 50% employer match about $401,175 at 4% or $267,450 at 6%; with 100% employer match about $300,881 at 4% or $200,588 at 6%.
2009163$29,995,750$1,460,442$23,182iApproximate average salary by contribution assumption: employee only about $579,540 at 4% or $386,360 at 6%; with 50% employer match about $386,360 at 4% or $257,574 at 6%; with 100% employer match about $289,770 at 4% or $193,180 at 6%.
Concept2 Inc. 401(K) Plan-63$29,995,750$1,460,442$23,182iApproximate average salary by contribution assumption: employee only about $579,540 at 4% or $386,360 at 6%; with 50% employer match about $386,360 at 4% or $257,574 at 6%; with 100% employer match about $289,770 at 4% or $193,180 at 6%.
2008151$0$0-
Concept2 Inc. 401(K) Plan-51---
2007154$0$0-
Concept2 Inc. 401(K) Plan-54---
2006257$52,000,876$2,310,890$40,542iApproximate average salary by contribution assumption: employee only about $1,013,548 at 4% or $675,699 at 6%; with 50% employer match about $675,699 at 4% or $450,466 at 6%; with 100% employer match about $506,774 at 4% or $337,849 at 6%.
Concept2 Inc. 401(K) Plan-56$28,434,594$1,270,055$22,680iApproximate average salary by contribution assumption: employee only about $566,989 at 4% or $377,993 at 6%; with 50% employer match about $377,993 at 4% or $251,995 at 6%; with 100% employer match about $283,494 at 4% or $188,996 at 6%.
Concept2 Inc. 401(K) Plan-57$23,566,282$1,040,835$18,260iApproximate average salary by contribution assumption: employee only about $456,507 at 4% or $304,338 at 6%; with 50% employer match about $304,338 at 4% or $202,892 at 6%; with 100% employer match about $228,253 at 4% or $152,169 at 6%.
2005157$20,900,800$1,230,923$21,595iApproximate average salary by contribution assumption: employee only about $539,879 at 4% or $359,919 at 6%; with 50% employer match about $359,919 at 4% or $239,946 at 6%; with 100% employer match about $269,939 at 4% or $179,960 at 6%.
Concept2 Inc. 401(K) Plan-57$20,900,800$1,230,923$21,595iApproximate average salary by contribution assumption: employee only about $539,879 at 4% or $359,919 at 6%; with 50% employer match about $359,919 at 4% or $239,946 at 6%; with 100% employer match about $269,939 at 4% or $179,960 at 6%.
2004153$17,708,645$1,153,033$21,755iApproximate average salary by contribution assumption: employee only about $543,883 at 4% or $362,589 at 6%; with 50% employer match about $362,589 at 4% or $241,726 at 6%; with 100% employer match about $271,942 at 4% or $181,294 at 6%.
Concept2 Inc. 401(K) Plan-53$17,708,645$1,153,033$21,755iApproximate average salary by contribution assumption: employee only about $543,883 at 4% or $362,589 at 6%; with 50% employer match about $362,589 at 4% or $241,726 at 6%; with 100% employer match about $271,942 at 4% or $181,294 at 6%.
2003153$14,252,793$915,387$17,271iApproximate average salary by contribution assumption: employee only about $431,786 at 4% or $287,858 at 6%; with 50% employer match about $287,858 at 4% or $191,905 at 6%; with 100% employer match about $215,893 at 4% or $143,929 at 6%.
Concept2 Inc. 401(K) Plan-53$14,252,793$915,387$17,271iApproximate average salary by contribution assumption: employee only about $431,786 at 4% or $287,858 at 6%; with 50% employer match about $287,858 at 4% or $191,905 at 6%; with 100% employer match about $215,893 at 4% or $143,929 at 6%.
2002252$10,626,284$924,070$17,771iApproximate average salary by contribution assumption: employee only about $444,264 at 4% or $296,176 at 6%; with 50% employer match about $296,176 at 4% or $197,451 at 6%; with 100% employer match about $222,132 at 4% or $148,088 at 6%.
Concept2 Inc. 401(K) Plan-52$10,626,284$924,070$17,771iApproximate average salary by contribution assumption: employee only about $444,264 at 4% or $296,176 at 6%; with 50% employer match about $296,176 at 4% or $197,451 at 6%; with 100% employer match about $222,132 at 4% or $148,088 at 6%.
Concept II Inc. Money Purchase Pension Plan-0---
2001256$10,577,538$788,469$14,080iApproximate average salary by contribution assumption: employee only about $351,995 at 4% or $234,663 at 6%; with 50% employer match about $234,663 at 4% or $156,442 at 6%; with 100% employer match about $175,998 at 4% or $117,332 at 6%.
Concept II Inc. Money Purchase Pension Plan-51$10,194,877$717,472$14,068iApproximate average salary by contribution assumption: employee only about $351,702 at 4% or $234,468 at 6%; with 50% employer match about $234,468 at 4% or $156,312 at 6%; with 100% employer match about $175,851 at 4% or $117,234 at 6%.
Concept2 Inc. 401(K) Plan-56$382,661$70,997$1,268iApproximate average salary by contribution assumption: employee only about $31,695 at 4% or $21,130 at 6%; with 50% employer match about $21,130 at 4% or $14,087 at 6%; with 100% employer match about $15,848 at 4% or $10,565 at 6%.
2000256$10,192,902$752,247$13,433iApproximate average salary by contribution assumption: employee only about $335,825 at 4% or $223,883 at 6%; with 50% employer match about $223,883 at 4% or $149,255 at 6%; with 100% employer match about $167,912 at 4% or $111,942 at 6%.
Concept II Inc. Money Purchase Pension Plan-48$9,867,545$683,174$14,233iApproximate average salary by contribution assumption: employee only about $355,820 at 4% or $237,213 at 6%; with 50% employer match about $237,213 at 4% or $158,142 at 6%; with 100% employer match about $177,910 at 4% or $118,607 at 6%.
Concept2 Inc. 401(K) Plan-56$325,357$69,073$1,233iApproximate average salary by contribution assumption: employee only about $30,836 at 4% or $20,557 at 6%; with 50% employer match about $20,557 at 4% or $13,705 at 6%; with 100% employer match about $15,418 at 4% or $10,279 at 6%.
1999254$9,913,530$692,978$12,833iApproximate average salary by contribution assumption: employee only about $320,823 at 4% or $213,882 at 6%; with 50% employer match about $213,882 at 4% or $142,588 at 6%; with 100% employer match about $160,412 at 4% or $106,941 at 6%.
Concept II Inc. Money Purchase Pension Plan-50$9,650,027$622,769$12,455iApproximate average salary by contribution assumption: employee only about $311,385 at 4% or $207,590 at 6%; with 50% employer match about $207,590 at 4% or $138,393 at 6%; with 100% employer match about $155,692 at 4% or $103,795 at 6%.
Concept2 Inc. 401(K) Plan-54$263,503$70,209$1,300iApproximate average salary by contribution assumption: employee only about $32,504 at 4% or $21,669 at 6%; with 50% employer match about $21,669 at 4% or $14,446 at 6%; with 100% employer match about $16,252 at 4% or $10,835 at 6%.