Civic Intelligence

Financial Concepts Inc.

Plan context: Financial Concepts Inc. Profit Sharing Plan

EIN 38-2233271 • Ann Arbor, MI • 26 filings • 3 plans

24 Frank Lloyd Wright Dr., 3050 HP.O. Box 554Ann Arbor, MI 48106-0554
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$20,828,742

2025 Contributions

$287,500

Historical Graphs

Total Assets Over Time

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

$20,828,742$10,414,371$0200020132025YearValue
$20,828,742Latest year 2025

Participants Over Time

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

740200020132025YearValue
6Latest 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
202516$20,828,742$287,500$47,917iApproximate average salary by contribution assumption: employee only about $1,197,917 at 4% or $798,611 at 6%; with 50% employer match about $798,611 at 4% or $532,407 at 6%; with 100% employer match about $598,958 at 4% or $399,306 at 6%.
Financial Concepts Inc. Profit Sharing Plan-6$20,828,742$287,500$47,917iApproximate average salary by contribution assumption: employee only about $1,197,917 at 4% or $798,611 at 6%; with 50% employer match about $798,611 at 4% or $532,407 at 6%; with 100% employer match about $598,958 at 4% or $399,306 at 6%.
202417$19,423,180$364,500$52,071iApproximate average salary by contribution assumption: employee only about $1,301,786 at 4% or $867,857 at 6%; with 50% employer match about $867,857 at 4% or $578,571 at 6%; with 100% employer match about $650,893 at 4% or $433,929 at 6%.
Financial Concepts Inc. Profit Sharing Plan-7$19,423,180$364,500$52,071iApproximate average salary by contribution assumption: employee only about $1,301,786 at 4% or $867,857 at 6%; with 50% employer match about $867,857 at 4% or $578,571 at 6%; with 100% employer match about $650,893 at 4% or $433,929 at 6%.
202317$17,242,810$346,500$49,500iApproximate average salary by contribution assumption: employee only about $1,237,500 at 4% or $825,000 at 6%; with 50% employer match about $825,000 at 4% or $550,000 at 6%; with 100% employer match about $618,750 at 4% or $412,500 at 6%.
Financial Concepts Inc. Profit Sharing Plan-7$17,242,810$346,500$49,500iApproximate average salary by contribution assumption: employee only about $1,237,500 at 4% or $825,000 at 6%; with 50% employer match about $825,000 at 4% or $550,000 at 6%; with 100% employer match about $618,750 at 4% or $412,500 at 6%.
202217$15,173,942$282,961$40,423iApproximate average salary by contribution assumption: employee only about $1,010,575 at 4% or $673,717 at 6%; with 50% employer match about $673,717 at 4% or $449,144 at 6%; with 100% employer match about $505,288 at 4% or $336,858 at 6%.
Financial Concepts Inc. Profit Sharing Plan-7$15,173,942$282,961$40,423iApproximate average salary by contribution assumption: employee only about $1,010,575 at 4% or $673,717 at 6%; with 50% employer match about $673,717 at 4% or $449,144 at 6%; with 100% employer match about $505,288 at 4% or $336,858 at 6%.
202117$17,864,874$213,210$30,459iApproximate average salary by contribution assumption: employee only about $761,464 at 4% or $507,643 at 6%; with 50% employer match about $507,643 at 4% or $338,429 at 6%; with 100% employer match about $380,732 at 4% or $253,821 at 6%.
Financial Concepts Inc. Profit Sharing Plan-7$17,864,874$213,210$30,459iApproximate average salary by contribution assumption: employee only about $761,464 at 4% or $507,643 at 6%; with 50% employer match about $507,643 at 4% or $338,429 at 6%; with 100% employer match about $380,732 at 4% or $253,821 at 6%.
202016$15,066,004$198,816$33,136iApproximate average salary by contribution assumption: employee only about $828,400 at 4% or $552,267 at 6%; with 50% employer match about $552,267 at 4% or $368,178 at 6%; with 100% employer match about $414,200 at 4% or $276,133 at 6%.
Financial Concepts Inc. Profit Sharing Plan-6$15,066,004$198,816$33,136iApproximate average salary by contribution assumption: employee only about $828,400 at 4% or $552,267 at 6%; with 50% employer match about $552,267 at 4% or $368,178 at 6%; with 100% employer match about $414,200 at 4% or $276,133 at 6%.
201916$15,487,221$198,838$33,140iApproximate average salary by contribution assumption: employee only about $828,492 at 4% or $552,328 at 6%; with 50% employer match about $552,328 at 4% or $368,219 at 6%; with 100% employer match about $414,246 at 4% or $276,164 at 6%.
Financial Concepts Inc. Profit Sharing Plan-6$15,487,221$198,838$33,140iApproximate average salary by contribution assumption: employee only about $828,492 at 4% or $552,328 at 6%; with 50% employer match about $552,328 at 4% or $368,219 at 6%; with 100% employer match about $414,246 at 4% or $276,164 at 6%.
201816$12,326,708$205,317$34,220iApproximate average salary by contribution assumption: employee only about $855,488 at 4% or $570,325 at 6%; with 50% employer match about $570,325 at 4% or $380,217 at 6%; with 100% employer match about $427,744 at 4% or $285,163 at 6%.
Financial Concepts Inc. Profit Sharing Plan-6$12,326,708$205,317$34,220iApproximate average salary by contribution assumption: employee only about $855,488 at 4% or $570,325 at 6%; with 50% employer match about $570,325 at 4% or $380,217 at 6%; with 100% employer match about $427,744 at 4% or $285,163 at 6%.
201716$13,381,502$192,789$32,132iApproximate average salary by contribution assumption: employee only about $803,288 at 4% or $535,525 at 6%; with 50% employer match about $535,525 at 4% or $357,017 at 6%; with 100% employer match about $401,644 at 4% or $267,763 at 6%.
Financial Concepts Inc. Profit Sharing Plan-6$13,381,502$192,789$32,132iApproximate average salary by contribution assumption: employee only about $803,288 at 4% or $535,525 at 6%; with 50% employer match about $535,525 at 4% or $357,017 at 6%; with 100% employer match about $401,644 at 4% or $267,763 at 6%.
201616$10,930,872$184,226$30,704iApproximate average salary by contribution assumption: employee only about $767,608 at 4% or $511,739 at 6%; with 50% employer match about $511,739 at 4% or $341,159 at 6%; with 100% employer match about $383,804 at 4% or $255,869 at 6%.
Financial Concepts Inc. Profit Sharing Plan-6$10,930,872$184,226$30,704iApproximate average salary by contribution assumption: employee only about $767,608 at 4% or $511,739 at 6%; with 50% employer match about $511,739 at 4% or $341,159 at 6%; with 100% employer match about $383,804 at 4% or $255,869 at 6%.
201516$9,839,519$178,218$29,703iApproximate average salary by contribution assumption: employee only about $742,575 at 4% or $495,050 at 6%; with 50% employer match about $495,050 at 4% or $330,033 at 6%; with 100% employer match about $371,288 at 4% or $247,525 at 6%.
Financial Concepts Inc. Profit Sharing Plan-6$9,839,519$178,218$29,703iApproximate average salary by contribution assumption: employee only about $742,575 at 4% or $495,050 at 6%; with 50% employer match about $495,050 at 4% or $330,033 at 6%; with 100% employer match about $371,288 at 4% or $247,525 at 6%.
201416$9,718,708$174,833$29,139iApproximate average salary by contribution assumption: employee only about $728,471 at 4% or $485,647 at 6%; with 50% employer match about $485,647 at 4% or $323,765 at 6%; with 100% employer match about $364,235 at 4% or $242,824 at 6%.
Financial Concepts Inc. Profit Sharing Plan-6$9,718,708$174,833$29,139iApproximate average salary by contribution assumption: employee only about $728,471 at 4% or $485,647 at 6%; with 50% employer match about $485,647 at 4% or $323,765 at 6%; with 100% employer match about $364,235 at 4% or $242,824 at 6%.
201316$8,990,430$171,411$28,569iApproximate average salary by contribution assumption: employee only about $714,213 at 4% or $476,142 at 6%; with 50% employer match about $476,142 at 4% or $317,428 at 6%; with 100% employer match about $357,106 at 4% or $238,071 at 6%.
Financial Concepts Inc. Profit Sharing Plan-6$8,990,430$171,411$28,569iApproximate average salary by contribution assumption: employee only about $714,213 at 4% or $476,142 at 6%; with 50% employer match about $476,142 at 4% or $317,428 at 6%; with 100% employer match about $357,106 at 4% or $238,071 at 6%.
201216$7,432,666$160,580$26,763iApproximate average salary by contribution assumption: employee only about $669,083 at 4% or $446,056 at 6%; with 50% employer match about $446,056 at 4% or $297,370 at 6%; with 100% employer match about $334,542 at 4% or $223,028 at 6%.
Financial Concepts Inc. Profit Sharing Plan-6$7,432,666$160,580$26,763iApproximate average salary by contribution assumption: employee only about $669,083 at 4% or $446,056 at 6%; with 50% employer match about $446,056 at 4% or $297,370 at 6%; with 100% employer match about $334,542 at 4% or $223,028 at 6%.
201116$6,394,841$153,997$25,666iApproximate average salary by contribution assumption: employee only about $641,654 at 4% or $427,769 at 6%; with 50% employer match about $427,769 at 4% or $285,180 at 6%; with 100% employer match about $320,827 at 4% or $213,885 at 6%.
Financial Concepts Inc. Profit Sharing Plan-6$6,394,841$153,997$25,666iApproximate average salary by contribution assumption: employee only about $641,654 at 4% or $427,769 at 6%; with 50% employer match about $427,769 at 4% or $285,180 at 6%; with 100% employer match about $320,827 at 4% or $213,885 at 6%.
201017$6,243,144$157,896$22,557iApproximate average salary by contribution assumption: employee only about $563,914 at 4% or $375,943 at 6%; with 50% employer match about $375,943 at 4% or $250,629 at 6%; with 100% employer match about $281,957 at 4% or $187,971 at 6%.
Financial Concepts Inc. Profit Sharing Plan-7$6,243,144$157,896$22,557iApproximate average salary by contribution assumption: employee only about $563,914 at 4% or $375,943 at 6%; with 50% employer match about $375,943 at 4% or $250,629 at 6%; with 100% employer match about $281,957 at 4% or $187,971 at 6%.
200917$5,380,019$156,859$22,408iApproximate average salary by contribution assumption: employee only about $560,211 at 4% or $373,474 at 6%; with 50% employer match about $373,474 at 4% or $248,983 at 6%; with 100% employer match about $280,105 at 4% or $186,737 at 6%.
Financial Concepts Inc. Profit Sharing Plan-7$5,380,019$156,859$22,408iApproximate average salary by contribution assumption: employee only about $560,211 at 4% or $373,474 at 6%; with 50% employer match about $373,474 at 4% or $248,983 at 6%; with 100% employer match about $280,105 at 4% or $186,737 at 6%.
200815$4,393,118$147,905$29,581iApproximate average salary by contribution assumption: employee only about $739,525 at 4% or $493,017 at 6%; with 50% employer match about $493,017 at 4% or $328,678 at 6%; with 100% employer match about $369,763 at 4% or $246,508 at 6%.
Financial Concepts Inc. Profit Sharing Plan-5$4,393,118$147,905$29,581iApproximate average salary by contribution assumption: employee only about $739,525 at 4% or $493,017 at 6%; with 50% employer match about $493,017 at 4% or $328,678 at 6%; with 100% employer match about $369,763 at 4% or $246,508 at 6%.
200715$6,055,878$146,110$29,222iApproximate average salary by contribution assumption: employee only about $730,550 at 4% or $487,033 at 6%; with 50% employer match about $487,033 at 4% or $324,689 at 6%; with 100% employer match about $365,275 at 4% or $243,517 at 6%.
Financial Concepts Inc. Profit Sharing Plan-5$6,055,878$146,110$29,222iApproximate average salary by contribution assumption: employee only about $730,550 at 4% or $487,033 at 6%; with 50% employer match about $487,033 at 4% or $324,689 at 6%; with 100% employer match about $365,275 at 4% or $243,517 at 6%.
200615$5,584,250$133,541$26,708iApproximate average salary by contribution assumption: employee only about $667,705 at 4% or $445,137 at 6%; with 50% employer match about $445,137 at 4% or $296,758 at 6%; with 100% employer match about $333,853 at 4% or $222,568 at 6%.
Financial Concepts Inc. Profit Sharing Plan-5$5,584,250$133,541$26,708iApproximate average salary by contribution assumption: employee only about $667,705 at 4% or $445,137 at 6%; with 50% employer match about $445,137 at 4% or $296,758 at 6%; with 100% employer match about $333,853 at 4% or $222,568 at 6%.
200515$4,858,244$131,338$26,268iApproximate average salary by contribution assumption: employee only about $656,690 at 4% or $437,793 at 6%; with 50% employer match about $437,793 at 4% or $291,862 at 6%; with 100% employer match about $328,345 at 4% or $218,897 at 6%.
Financial Concepts Inc. Profit Sharing Plan-5$4,858,244$131,338$26,268iApproximate average salary by contribution assumption: employee only about $656,690 at 4% or $437,793 at 6%; with 50% employer match about $437,793 at 4% or $291,862 at 6%; with 100% employer match about $328,345 at 4% or $218,897 at 6%.
200415$4,327,629$107,917$21,583iApproximate average salary by contribution assumption: employee only about $539,585 at 4% or $359,723 at 6%; with 50% employer match about $359,723 at 4% or $239,816 at 6%; with 100% employer match about $269,793 at 4% or $179,862 at 6%.
Financial Concepts Inc. Profit Sharing Plan-5$4,327,629$107,917$21,583iApproximate average salary by contribution assumption: employee only about $539,585 at 4% or $359,723 at 6%; with 50% employer match about $359,723 at 4% or $239,816 at 6%; with 100% employer match about $269,793 at 4% or $179,862 at 6%.
200314$3,801,265$98,230$24,558iApproximate average salary by contribution assumption: employee only about $613,938 at 4% or $409,292 at 6%; with 50% employer match about $409,292 at 4% or $272,861 at 6%; with 100% employer match about $306,969 at 4% or $204,646 at 6%.
Financial Concepts Inc. Profit Sharing Plan-4$3,801,265$98,230$24,558iApproximate average salary by contribution assumption: employee only about $613,938 at 4% or $409,292 at 6%; with 50% employer match about $409,292 at 4% or $272,861 at 6%; with 100% employer match about $306,969 at 4% or $204,646 at 6%.
200214$0$0-
Financial Concepts Inc. Profit Sharing Plan-4---
200115$3,248,133$74,172$14,834iApproximate average salary by contribution assumption: employee only about $370,860 at 4% or $247,240 at 6%; with 50% employer match about $247,240 at 4% or $164,827 at 6%; with 100% employer match about $185,430 at 4% or $123,620 at 6%.
Financial Concepts Inc. Profit Sharing Plan-5$3,248,133$74,172$14,834iApproximate average salary by contribution assumption: employee only about $370,860 at 4% or $247,240 at 6%; with 50% employer match about $247,240 at 4% or $164,827 at 6%; with 100% employer match about $185,430 at 4% or $123,620 at 6%.
200014$3,281,918$57,372$14,343iApproximate average salary by contribution assumption: employee only about $358,575 at 4% or $239,050 at 6%; with 50% employer match about $239,050 at 4% or $159,367 at 6%; with 100% employer match about $179,288 at 4% or $119,525 at 6%.
Financial Concepts Inc. Profit Sharing Plan-4$3,281,918$57,372$14,343iApproximate average salary by contribution assumption: employee only about $358,575 at 4% or $239,050 at 6%; with 50% employer match about $239,050 at 4% or $159,367 at 6%; with 100% employer match about $179,288 at 4% or $119,525 at 6%.