PLANNING CONCEPTS, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : PCI 401K PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-15 | 0 |
| Net assets as of the end of the plan year | 2025-05-15 | 388414 |
| Total assets as of the beginning of the plan year | 2025-05-15 | 328338 |
| Value of plan covered by a fidelity bond | 2025-05-15 | 40000 |
| Participant contributions to plan in this plan year | 2025-05-15 | 4725 |
| Other expenses paid from plan in this plan year | 2025-05-15 | 0 |
| Other contributions to plan in this plan year | 2025-05-15 | 0 |
| Other income to plan in this plan year | 2025-05-15 | 55351 |
| Plan net income in this plan year | 2025-05-15 | 60076 |
| Net assets as of the end of the plan year | 2025-05-15 | 388414 |
| Net assets as of the beginning of the plan year | 2025-05-15 | 328338 |
| Employer contributions to plan in this plan year | 2025-05-15 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-15 | 0 |
| 2024 : PCI 401K PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-29 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-29 | 0 |
| Net assets as of the end of the plan year | 2024-08-29 | 328338 |
| Total assets as of the beginning of the plan year | 2024-08-29 | 258853 |
| Value of plan covered by a fidelity bond | 2024-08-29 | 40000 |
| Participant contributions to plan in this plan year | 2024-08-29 | 4626 |
| Other expenses paid from plan in this plan year | 2024-08-29 | 0 |
| Other contributions to plan in this plan year | 2024-08-29 | 0 |
| Other income to plan in this plan year | 2024-08-29 | 59249 |
| Plan net income in this plan year | 2024-08-29 | 69485 |
| Net assets as of the end of the plan year | 2024-08-29 | 328338 |
| Net assets as of the beginning of the plan year | 2024-08-29 | 258853 |
| Employer contributions to plan in this plan year | 2024-08-29 | 5610 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-29 | 0 |
| 2022 : PCI 401K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-27 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-27 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-27 | 0 |
| Net assets as of the end of the plan year | 2022-07-27 | 322385 |
| Total assets as of the beginning of the plan year | 2022-07-27 | 269293 |
| Value of plan covered by a fidelity bond | 2022-07-27 | 40000 |
| Participant contributions to plan in this plan year | 2022-07-27 | 4325 |
| Other expenses paid from plan in this plan year | 2022-07-27 | 0 |
| Other contributions to plan in this plan year | 2022-07-27 | 0 |
| Other income to plan in this plan year | 2022-07-27 | 43818 |
| Plan net income in this plan year | 2022-07-27 | 53092 |
| Net assets as of the end of the plan year | 2022-07-27 | 322385 |
| Net assets as of the beginning of the plan year | 2022-07-27 | 269293 |
| Employer contributions to plan in this plan year | 2022-07-27 | 4949 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-27 | 0 |
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