Civic Intelligence

The Concord Group

Plan context: The Concord Group Profit Sharing Plan

EIN 33-0644436 • Newport Beach, CA • 27 filings • 3 plans

140 Newport Center Drive, Suite 210Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

35

2024 Assets

$4,429,085

2024 Contributions

$319,306

Historical Graphs

Total Assets Over Time

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

$4,429,085$2,214,543$0199920132024YearValue
$4,429,085Latest year 2024

Participants Over Time

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

38190199920122024YearValue
35Latest year 2024

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
2024135$4,429,085$319,306$9,123iApproximate average salary by contribution assumption: employee only about $228,076 at 4% or $152,050 at 6%; with 50% employer match about $152,050 at 4% or $101,367 at 6%; with 100% employer match about $114,038 at 4% or $76,025 at 6%.
The Concord Group Profit Sharing Plan-35$4,429,085$319,306$9,123iApproximate average salary by contribution assumption: employee only about $228,076 at 4% or $152,050 at 6%; with 50% employer match about $152,050 at 4% or $101,367 at 6%; with 100% employer match about $114,038 at 4% or $76,025 at 6%.
2023132$3,878,116$414,614$12,957iApproximate average salary by contribution assumption: employee only about $323,917 at 4% or $215,945 at 6%; with 50% employer match about $215,945 at 4% or $143,963 at 6%; with 100% employer match about $161,959 at 4% or $107,972 at 6%.
The Concord Group Profit Sharing Plan-32$3,878,116$414,614$12,957iApproximate average salary by contribution assumption: employee only about $323,917 at 4% or $215,945 at 6%; with 50% employer match about $215,945 at 4% or $143,963 at 6%; with 100% employer match about $161,959 at 4% or $107,972 at 6%.
2022130$3,134,604$389,272$12,976iApproximate average salary by contribution assumption: employee only about $324,393 at 4% or $216,262 at 6%; with 50% employer match about $216,262 at 4% or $144,175 at 6%; with 100% employer match about $162,197 at 4% or $108,131 at 6%.
The Concord Group Profit Sharing Plan-30$3,134,604$389,272$12,976iApproximate average salary by contribution assumption: employee only about $324,393 at 4% or $216,262 at 6%; with 50% employer match about $216,262 at 4% or $144,175 at 6%; with 100% employer match about $162,197 at 4% or $108,131 at 6%.
2021136$4,235,938$360,330$10,009iApproximate average salary by contribution assumption: employee only about $250,229 at 4% or $166,819 at 6%; with 50% employer match about $166,819 at 4% or $111,213 at 6%; with 100% employer match about $125,115 at 4% or $83,410 at 6%.
The Concord Group Profit Sharing Plan-36$4,235,938$360,330$10,009iApproximate average salary by contribution assumption: employee only about $250,229 at 4% or $166,819 at 6%; with 50% employer match about $166,819 at 4% or $111,213 at 6%; with 100% employer match about $125,115 at 4% or $83,410 at 6%.
2020136$3,644,919$316,222$8,784iApproximate average salary by contribution assumption: employee only about $219,599 at 4% or $146,399 at 6%; with 50% employer match about $146,399 at 4% or $97,599 at 6%; with 100% employer match about $109,799 at 4% or $73,200 at 6%.
The Concord Group Profit Sharing Plan-36$3,644,919$316,222$8,784iApproximate average salary by contribution assumption: employee only about $219,599 at 4% or $146,399 at 6%; with 50% employer match about $146,399 at 4% or $97,599 at 6%; with 100% employer match about $109,799 at 4% or $73,200 at 6%.
2019138$3,342,192$259,239$6,822iApproximate average salary by contribution assumption: employee only about $170,552 at 4% or $113,701 at 6%; with 50% employer match about $113,701 at 4% or $75,801 at 6%; with 100% employer match about $85,276 at 4% or $56,851 at 6%.
The Concord Group Profit Sharing Plan-38$3,342,192$259,239$6,822iApproximate average salary by contribution assumption: employee only about $170,552 at 4% or $113,701 at 6%; with 50% employer match about $113,701 at 4% or $75,801 at 6%; with 100% employer match about $85,276 at 4% or $56,851 at 6%.
2018130$2,670,347$269,490$8,983iApproximate average salary by contribution assumption: employee only about $224,575 at 4% or $149,717 at 6%; with 50% employer match about $149,717 at 4% or $99,811 at 6%; with 100% employer match about $112,288 at 4% or $74,858 at 6%.
The Concord Group Profit Sharing Plan-30$2,670,347$269,490$8,983iApproximate average salary by contribution assumption: employee only about $224,575 at 4% or $149,717 at 6%; with 50% employer match about $149,717 at 4% or $99,811 at 6%; with 100% employer match about $112,288 at 4% or $74,858 at 6%.
2017133$2,691,827$274,539$8,319iApproximate average salary by contribution assumption: employee only about $207,984 at 4% or $138,656 at 6%; with 50% employer match about $138,656 at 4% or $92,437 at 6%; with 100% employer match about $103,992 at 4% or $69,328 at 6%.
The Concord Group Profit Sharing Plan-33$2,691,827$274,539$8,319iApproximate average salary by contribution assumption: employee only about $207,984 at 4% or $138,656 at 6%; with 50% employer match about $138,656 at 4% or $92,437 at 6%; with 100% employer match about $103,992 at 4% or $69,328 at 6%.
2016130$2,180,443$266,977$8,899iApproximate average salary by contribution assumption: employee only about $222,481 at 4% or $148,321 at 6%; with 50% employer match about $148,321 at 4% or $98,880 at 6%; with 100% employer match about $111,240 at 4% or $74,160 at 6%.
The Concord Group Profit Sharing Plan-30$2,180,443$266,977$8,899iApproximate average salary by contribution assumption: employee only about $222,481 at 4% or $148,321 at 6%; with 50% employer match about $148,321 at 4% or $98,880 at 6%; with 100% employer match about $111,240 at 4% or $74,160 at 6%.
2015124$1,836,749$226,491$9,437iApproximate average salary by contribution assumption: employee only about $235,928 at 4% or $157,285 at 6%; with 50% employer match about $157,285 at 4% or $104,857 at 6%; with 100% employer match about $117,964 at 4% or $78,643 at 6%.
The Concord Group Profit Sharing Plan-24$1,836,749$226,491$9,437iApproximate average salary by contribution assumption: employee only about $235,928 at 4% or $157,285 at 6%; with 50% employer match about $157,285 at 4% or $104,857 at 6%; with 100% employer match about $117,964 at 4% or $78,643 at 6%.
2014117$1,631,001$172,244$10,132iApproximate average salary by contribution assumption: employee only about $253,300 at 4% or $168,867 at 6%; with 50% employer match about $168,867 at 4% or $112,578 at 6%; with 100% employer match about $126,650 at 4% or $84,433 at 6%.
The Concord Group Profit Sharing Plan-17$1,631,001$172,244$10,132iApproximate average salary by contribution assumption: employee only about $253,300 at 4% or $168,867 at 6%; with 50% employer match about $168,867 at 4% or $112,578 at 6%; with 100% employer match about $126,650 at 4% or $84,433 at 6%.
2013116$1,452,412$155,180$9,699iApproximate average salary by contribution assumption: employee only about $242,469 at 4% or $161,646 at 6%; with 50% employer match about $161,646 at 4% or $107,764 at 6%; with 100% employer match about $121,234 at 4% or $80,823 at 6%.
The Concord Group Profit Sharing Plan-16$1,452,412$155,180$9,699iApproximate average salary by contribution assumption: employee only about $242,469 at 4% or $161,646 at 6%; with 50% employer match about $161,646 at 4% or $107,764 at 6%; with 100% employer match about $121,234 at 4% or $80,823 at 6%.
2012121$1,278,872$98,371$4,684iApproximate average salary by contribution assumption: employee only about $117,108 at 4% or $78,072 at 6%; with 50% employer match about $78,072 at 4% or $52,048 at 6%; with 100% employer match about $58,554 at 4% or $39,036 at 6%.
The Concord Group Profit Sharing Plan-21$1,278,872$98,371$4,684iApproximate average salary by contribution assumption: employee only about $117,108 at 4% or $78,072 at 6%; with 50% employer match about $78,072 at 4% or $52,048 at 6%; with 100% employer match about $58,554 at 4% or $39,036 at 6%.
2011120$1,081,273$21,360$1,068iApproximate average salary by contribution assumption: employee only about $26,700 at 4% or $17,800 at 6%; with 50% employer match about $17,800 at 4% or $11,867 at 6%; with 100% employer match about $13,350 at 4% or $8,900 at 6%.
The Concord Group Profit Sharing Plan-20$1,081,273$21,360$1,068iApproximate average salary by contribution assumption: employee only about $26,700 at 4% or $17,800 at 6%; with 50% employer match about $17,800 at 4% or $11,867 at 6%; with 100% employer match about $13,350 at 4% or $8,900 at 6%.
2010127$1,226,117$0-
The Concord Group Profit Sharing Plan-27$1,226,117$0-
2009130$1,108,911$0-
The Concord Group Profit Sharing Plan-30$1,108,911$0-
2008122$919,401$166,032$7,547iApproximate average salary by contribution assumption: employee only about $188,673 at 4% or $125,782 at 6%; with 50% employer match about $125,782 at 4% or $83,855 at 6%; with 100% employer match about $94,336 at 4% or $62,891 at 6%.
The Concord Group Profit Sharing Plan-22$919,401$166,032$7,547iApproximate average salary by contribution assumption: employee only about $188,673 at 4% or $125,782 at 6%; with 50% employer match about $125,782 at 4% or $83,855 at 6%; with 100% employer match about $94,336 at 4% or $62,891 at 6%.
2007127$1,051,255$166,998$6,185iApproximate average salary by contribution assumption: employee only about $154,628 at 4% or $103,085 at 6%; with 50% employer match about $103,085 at 4% or $68,723 at 6%; with 100% employer match about $77,314 at 4% or $51,543 at 6%.
The Concord Group Profit Sharing Plan-27$1,051,255$166,998$6,185iApproximate average salary by contribution assumption: employee only about $154,628 at 4% or $103,085 at 6%; with 50% employer match about $103,085 at 4% or $68,723 at 6%; with 100% employer match about $77,314 at 4% or $51,543 at 6%.
2006216$1,676,930$261,138$16,321iApproximate average salary by contribution assumption: employee only about $408,028 at 4% or $272,019 at 6%; with 50% employer match about $272,019 at 4% or $181,346 at 6%; with 100% employer match about $204,014 at 4% or $136,009 at 6%.
The Concord Group Profit Sharing Plan-16$838,465$130,569$8,161iApproximate average salary by contribution assumption: employee only about $204,014 at 4% or $136,009 at 6%; with 50% employer match about $136,009 at 4% or $90,673 at 6%; with 100% employer match about $102,007 at 4% or $68,005 at 6%.
The Concord Group Profit Sharing Plan-16$838,465$130,569$8,161iApproximate average salary by contribution assumption: employee only about $204,014 at 4% or $136,009 at 6%; with 50% employer match about $136,009 at 4% or $90,673 at 6%; with 100% employer match about $102,007 at 4% or $68,005 at 6%.
2005115$639,123$108,316$7,221iApproximate average salary by contribution assumption: employee only about $180,527 at 4% or $120,351 at 6%; with 50% employer match about $120,351 at 4% or $80,234 at 6%; with 100% employer match about $90,263 at 4% or $60,176 at 6%.
The Concord Group Profit Sharing Plan-15$639,123$108,316$7,221iApproximate average salary by contribution assumption: employee only about $180,527 at 4% or $120,351 at 6%; with 50% employer match about $120,351 at 4% or $80,234 at 6%; with 100% employer match about $90,263 at 4% or $60,176 at 6%.
200418$519,036$71,515$8,939iApproximate average salary by contribution assumption: employee only about $223,484 at 4% or $148,990 at 6%; with 50% employer match about $148,990 at 4% or $99,326 at 6%; with 100% employer match about $111,742 at 4% or $74,495 at 6%.
The Concord Group Profit Sharing Plan-8$519,036$71,515$8,939iApproximate average salary by contribution assumption: employee only about $223,484 at 4% or $148,990 at 6%; with 50% employer match about $148,990 at 4% or $99,326 at 6%; with 100% employer match about $111,742 at 4% or $74,495 at 6%.
2003111$398,280$72,962$6,633iApproximate average salary by contribution assumption: employee only about $165,823 at 4% or $110,548 at 6%; with 50% employer match about $110,548 at 4% or $73,699 at 6%; with 100% employer match about $82,911 at 4% or $55,274 at 6%.
The Concord Group Profit Sharing Plan-11$398,280$72,962$6,633iApproximate average salary by contribution assumption: employee only about $165,823 at 4% or $110,548 at 6%; with 50% employer match about $110,548 at 4% or $73,699 at 6%; with 100% employer match about $82,911 at 4% or $55,274 at 6%.
200218$0$0-
The Concord Group Profit Sharing Plan-8---
200119$0$0-
The Concord Group Profit Sharing Plan-9---
200015$269,262$45,861$9,172iApproximate average salary by contribution assumption: employee only about $229,305 at 4% or $152,870 at 6%; with 50% employer match about $152,870 at 4% or $101,913 at 6%; with 100% employer match about $114,653 at 4% or $76,435 at 6%.
The Concord Group Profit Sharing Plan-5$269,262$45,861$9,172iApproximate average salary by contribution assumption: employee only about $229,305 at 4% or $152,870 at 6%; with 50% employer match about $152,870 at 4% or $101,913 at 6%; with 100% employer match about $114,653 at 4% or $76,435 at 6%.
199916$280,697$52,348$8,725iApproximate average salary by contribution assumption: employee only about $218,117 at 4% or $145,411 at 6%; with 50% employer match about $145,411 at 4% or $96,941 at 6%; with 100% employer match about $109,058 at 4% or $72,706 at 6%.
The Concord Group Profit Sharing Plan-6$280,697$52,348$8,725iApproximate average salary by contribution assumption: employee only about $218,117 at 4% or $145,411 at 6%; with 50% employer match about $145,411 at 4% or $96,941 at 6%; with 100% employer match about $109,058 at 4% or $72,706 at 6%.