Civic Intelligence

Financial Concepts Inc.

Plan context: Financial Concepts Inc. Retirement Plan & Trust

EIN 62-1116706 • Knoxville, TN • 14 filings • 2 plans

5913 Walden DriveKnoxville, TN 37919
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$908,470

2023 Contributions

$234,092

Historical Graphs

Total Assets Over Time

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

$1,687,437$843,719$0199920172022YearValue
$908,470Latest year 2022

Participants Over Time

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

530199920172022YearValue
1Latest year 2022

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
202310$0$0-
Financial Concepts Inc. Retirement Plan & Trust-0$0--
202211$908,470$234,092$234,092iApproximate average salary by contribution assumption: employee only about $5,852,300 at 4% or $3,901,533 at 6%; with 50% employer match about $3,901,533 at 4% or $2,601,022 at 6%; with 100% employer match about $2,926,150 at 4% or $1,950,767 at 6%.
Financial Concepts Inc. Retirement Plan & Trust-1$908,470$234,092$234,092iApproximate average salary by contribution assumption: employee only about $5,852,300 at 4% or $3,901,533 at 6%; with 50% employer match about $3,901,533 at 4% or $2,601,022 at 6%; with 100% employer match about $2,926,150 at 4% or $1,950,767 at 6%.
202112$1,235,778$0-
Financial Concepts Inc. Retirement Plan & Trust-2$1,235,778--
202012$1,687,437$0-
Financial Concepts Inc. Retirement Plan & Trust-2$1,687,437--
201914$1,403,551$0-
Financial Concepts Inc. Retirement Plan & Trust-4$1,403,551--
201815$1,532,251$55,042$11,008iApproximate average salary by contribution assumption: employee only about $275,210 at 4% or $183,473 at 6%; with 50% employer match about $183,473 at 4% or $122,316 at 6%; with 100% employer match about $137,605 at 4% or $91,737 at 6%.
Financial Concepts Inc. Retirement Plan & Trust-5$1,532,251$55,042$11,008iApproximate average salary by contribution assumption: employee only about $275,210 at 4% or $183,473 at 6%; with 50% employer match about $183,473 at 4% or $122,316 at 6%; with 100% employer match about $137,605 at 4% or $91,737 at 6%.
201715$1,513,097$105,110$21,022iApproximate average salary by contribution assumption: employee only about $525,550 at 4% or $350,367 at 6%; with 50% employer match about $350,367 at 4% or $233,578 at 6%; with 100% employer match about $262,775 at 4% or $175,183 at 6%.
Financial Concepts Inc. Retirement Plan & Trust-5$1,513,097$105,110$21,022iApproximate average salary by contribution assumption: employee only about $525,550 at 4% or $350,367 at 6%; with 50% employer match about $350,367 at 4% or $233,578 at 6%; with 100% employer match about $262,775 at 4% or $175,183 at 6%.
201615$1,232,438$260,488$52,098iApproximate average salary by contribution assumption: employee only about $1,302,440 at 4% or $868,293 at 6%; with 50% employer match about $868,293 at 4% or $578,862 at 6%; with 100% employer match about $651,220 at 4% or $434,147 at 6%.
Financial Concepts Inc. Retirement Plan & Trust-5$1,232,438$260,488$52,098iApproximate average salary by contribution assumption: employee only about $1,302,440 at 4% or $868,293 at 6%; with 50% employer match about $868,293 at 4% or $578,862 at 6%; with 100% employer match about $651,220 at 4% or $434,147 at 6%.
201515$795,775$101,517$20,303iApproximate average salary by contribution assumption: employee only about $507,585 at 4% or $338,390 at 6%; with 50% employer match about $338,390 at 4% or $225,593 at 6%; with 100% employer match about $253,793 at 4% or $169,195 at 6%.
Financial Concepts Inc. Retirement Plan & Trust-5$795,775$101,517$20,303iApproximate average salary by contribution assumption: employee only about $507,585 at 4% or $338,390 at 6%; with 50% employer match about $338,390 at 4% or $225,593 at 6%; with 100% employer match about $253,793 at 4% or $169,195 at 6%.
201415$626,451$97,784$19,557iApproximate average salary by contribution assumption: employee only about $488,920 at 4% or $325,947 at 6%; with 50% employer match about $325,947 at 4% or $217,298 at 6%; with 100% employer match about $244,460 at 4% or $162,973 at 6%.
Financial Concepts Inc. Retirement Plan & Trust-5$626,451$97,784$19,557iApproximate average salary by contribution assumption: employee only about $488,920 at 4% or $325,947 at 6%; with 50% employer match about $325,947 at 4% or $217,298 at 6%; with 100% employer match about $244,460 at 4% or $162,973 at 6%.
201315$591,223$92,445$18,489iApproximate average salary by contribution assumption: employee only about $462,225 at 4% or $308,150 at 6%; with 50% employer match about $308,150 at 4% or $205,433 at 6%; with 100% employer match about $231,113 at 4% or $154,075 at 6%.
Financial Concepts Inc. Retirement Plan & Trust-5$591,223$92,445$18,489iApproximate average salary by contribution assumption: employee only about $462,225 at 4% or $308,150 at 6%; with 50% employer match about $308,150 at 4% or $205,433 at 6%; with 100% employer match about $231,113 at 4% or $154,075 at 6%.
201215$489,467$101,179$20,236iApproximate average salary by contribution assumption: employee only about $505,895 at 4% or $337,263 at 6%; with 50% employer match about $337,263 at 4% or $224,842 at 6%; with 100% employer match about $252,948 at 4% or $168,632 at 6%.
Financial Concepts Inc. Retirement Plan & Trust-5$489,467$101,179$20,236iApproximate average salary by contribution assumption: employee only about $505,895 at 4% or $337,263 at 6%; with 50% employer match about $337,263 at 4% or $224,842 at 6%; with 100% employer match about $252,948 at 4% or $168,632 at 6%.
200010$0$0-
Financial Concepts Inc. Retirement Plan & Trust-0---
199914$81,648$0-
Financial Concepts Inc. Retirement Plan & Trust-4$81,648--