Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$132,138
2024 Contributions
$5,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $132,138 | $0 | - |
| Concepts Diversified | - | 1 | $132,138 | - | - |
| 2023 | 1 | 1 | $258,250 | $0 | - |
| Concepts Diversified | - | 1 | $258,250 | - | - |
| 2022 | 1 | 1 | $248,142 | $0 | - |
| Concepts Diversified | - | 1 | $248,142 | - | - |
| 2021 | 1 | 1 | $277,213 | $0 | - |
| Concepts Diversified | - | 1 | $277,213 | - | - |
| 2019 | 1 | 1 | $257,065 | $0 | - |
| Concepts Diversified | - | 1 | $257,065 | - | - |
| 2018 | 1 | 1 | $245,040 | $0 | - |
| Concepts Diversified | - | 1 | $245,040 | - | - |
| 2017 | 1 | 1 | $300,831 | $0 | - |
| Concepts Diversified | - | 1 | $300,831 | - | - |
| 2016 | 1 | 1 | $263,281 | $0 | - |
| Concepts Diversified | - | 1 | $263,281 | - | - |
| 2015 | 1 | 1 | $303,533 | $0 | - |
| Concepts Diversified | - | 1 | $303,533 | - | - |
| 2014 | 1 | 1 | $322,793 | $0 | - |
| Concepts Diversified | - | 1 | $322,793 | - | - |
| 2013 | 1 | 1 | $296,212 | $0 | - |
| Concepts Diversified | - | 1 | $296,212 | - | - |
| 2012 | 1 | 1 | $262,524 | $5,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Concepts Diversified | - | 1 | $262,524 | $5,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2011 | 1 | 1 | $226,085 | $0 | - |
| Concepts Diversified | - | 1 | $226,085 | - | - |
| 2010 | 1 | 1 | $231,630 | $0 | - |
| Concepts Diversified | - | 1 | $231,630 | - | - |
| 2009 | 1 | 1 | $220,623 | $39,500 | $39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%. |
| Concepts Diversified | - | 1 | $220,623 | $39,500 | $39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%. |
| 2007 | 1 | 1 | $190,102 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Concepts Diversified | - | 1 | $190,102 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2006 | 1 | 1 | $152,601 | $35,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Concepts Diversified | - | 1 | $152,601 | $35,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| 2005 | 1 | 1 | $101,337 | $26,761 | $26,761iApproximate average salary by contribution assumption: employee only about $669,025 at 4% or $446,017 at 6%; with 50% employer match about $446,017 at 4% or $297,344 at 6%; with 100% employer match about $334,513 at 4% or $223,008 at 6%. |
| Concepts Diversified | - | 1 | $101,337 | $26,761 | $26,761iApproximate average salary by contribution assumption: employee only about $669,025 at 4% or $446,017 at 6%; with 50% employer match about $446,017 at 4% or $297,344 at 6%; with 100% employer match about $334,513 at 4% or $223,008 at 6%. |
| 2004 | 1 | 1 | $79,930 | $18,261 | $18,261iApproximate average salary by contribution assumption: employee only about $456,525 at 4% or $304,350 at 6%; with 50% employer match about $304,350 at 4% or $202,900 at 6%; with 100% employer match about $228,263 at 4% or $152,175 at 6%. |
| Concepts Diversified | - | 1 | $79,930 | $18,261 | $18,261iApproximate average salary by contribution assumption: employee only about $456,525 at 4% or $304,350 at 6%; with 50% employer match about $304,350 at 4% or $202,900 at 6%; with 100% employer match about $228,263 at 4% or $152,175 at 6%. |