OpenERISA

Investment Concepts, INC.

Orange, CA, 92865

EIN 95-2579665
Plans
2
Total participants
1,828
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
531310

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Investment Concepts, INC. 401(K) Plan267
2024Form 5500501Investment Concepts, INC. Health And Welfare Plan160
2023Form 5500-SF001Investment Concepts, INC. 401(K) Plan272
2023Form 5500501Investment Concepts, INC. Health And Welfare Plan127
2022Form 5500001Investment Concepts, INC. 401(K) Plan179
2022Form 5500501Investment Concepts, INC. Health And Welfare Plan139
2021Form 5500001Investment Concepts, INC. 401(K) Plan235
2021Form 5500501Investment Concepts, INC. Health And Welfare Plan130
2020Form 5500001Investment Concepts, INC. 401(K) Plan194
2020Form 5500501Investment Concepts, INC. Health And Welfare Plan125

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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