Concepts Diversified 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Concepts Diversified
  • Sponsor EIN: 352186646
  • Sponsor Address: 2509 KESSLERSVILLE RD, EASTON, PA, 180407945
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $132,138

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$132,138$0$0
20231$258,250$0$0
20221$248,142$0$0

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