FINCEPTS, LLC.
Plan context: Finanacial Concepts Inc Retirement Plan
EIN 85-0290894 • 7 filings • 4 plans
Current Snapshot
Latest Year
2008
2008 Participants
3
2008 Assets
$117,758
2008 Contributions
$17,885
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 3 | $117,758 | $17,885 | $5,962iApproximate average salary by contribution assumption: employee only about $149,042 at 4% or $99,361 at 6%; with 50% employer match about $99,361 at 4% or $66,241 at 6%; with 100% employer match about $74,521 at 4% or $49,681 at 6%. |
| Finanacial Concepts Inc Retirement Plan | - | 3 | $117,758 | $17,885 | $5,962iApproximate average salary by contribution assumption: employee only about $149,042 at 4% or $99,361 at 6%; with 50% employer match about $99,361 at 4% or $66,241 at 6%; with 100% employer match about $74,521 at 4% or $49,681 at 6%. |
| 2007 | 1 | 4 | $180,772 | $17,885 | $4,471iApproximate average salary by contribution assumption: employee only about $111,781 at 4% or $74,521 at 6%; with 50% employer match about $74,521 at 4% or $49,681 at 6%; with 100% employer match about $55,891 at 4% or $37,260 at 6%. |
| Finanacial Concepts Inc Retirement Plan | - | 4 | $180,772 | $17,885 | $4,471iApproximate average salary by contribution assumption: employee only about $111,781 at 4% or $74,521 at 6%; with 50% employer match about $74,521 at 4% or $49,681 at 6%; with 100% employer match about $55,891 at 4% or $37,260 at 6%. |
| 2005 | 1 | 3 | $178,009 | $15,066 | $5,022iApproximate average salary by contribution assumption: employee only about $125,550 at 4% or $83,700 at 6%; with 50% employer match about $83,700 at 4% or $55,800 at 6%; with 100% employer match about $62,775 at 4% or $41,850 at 6%. |
| Finanacial Concepts Inc Retirement Plan | - | 3 | $178,009 | $15,066 | $5,022iApproximate average salary by contribution assumption: employee only about $125,550 at 4% or $83,700 at 6%; with 50% employer match about $83,700 at 4% or $55,800 at 6%; with 100% employer match about $62,775 at 4% or $41,850 at 6%. |
| 2004 | 1 | 3 | $186,567 | $14,745 | $4,915iApproximate average salary by contribution assumption: employee only about $122,875 at 4% or $81,917 at 6%; with 50% employer match about $81,917 at 4% or $54,611 at 6%; with 100% employer match about $61,438 at 4% or $40,958 at 6%. |
| Finanacial Concepts Inc Retirement Plan | - | 3 | $186,567 | $14,745 | $4,915iApproximate average salary by contribution assumption: employee only about $122,875 at 4% or $81,917 at 6%; with 50% employer match about $81,917 at 4% or $54,611 at 6%; with 100% employer match about $61,438 at 4% or $40,958 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| Finanacial Concepts Inc Retirement Plan | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Finanacial Concepts Inc Retirement Plan | - | 3 | - | - | - |
| 1999 | 1 | 5 | $135,966 | $11,700 | $2,340iApproximate average salary by contribution assumption: employee only about $58,500 at 4% or $39,000 at 6%; with 50% employer match about $39,000 at 4% or $26,000 at 6%; with 100% employer match about $29,250 at 4% or $19,500 at 6%. |
| Finanacial Concepts Inc Retirement Plan | - | 5 | $135,966 | $11,700 | $2,340iApproximate average salary by contribution assumption: employee only about $58,500 at 4% or $39,000 at 6%; with 50% employer match about $39,000 at 4% or $26,000 at 6%; with 100% employer match about $29,250 at 4% or $19,500 at 6%. |