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FINANCIAL CONCEPTS, INC.

EIN 38-2233271-financial services-Latest filing 2025
Plans
1
Retirement
1
$20.8M assets
Welfare
0
Participants
6
24 FRANK LLOYD WRIGHT DR., 3050 H, P.O. BOX 554 - ANN ARBOR, MI 481060554734-214-9770financialetc.netLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#002401k-$20.8M - 6 part

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Retirement#002

FINANCIAL CONCEPTS, INC. PROFIT SHARING PLAN

401k

Assets$20.8M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FINANCIAL CONCEPTS, INC. PROFIT SHARING PLAN401k$20.8M62025
Retirement plans
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