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| Plan Name | DONT GIVE UP THE SHIP OR YOUR 401K PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | CONCORD III, LLC |
| Employer identification number (EIN): | 911841637 |
| NAIC Classification: | 561430 |
Additional information about CONCORD III, LLC
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 2016-05-19 |
| Company Identification Number: | 121785398 |
| Legal Registered Office Address: |
12596 SW WINTERVIEW DR TIGARD United States of America (USA) 97224 |
More information about CONCORD III, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | LANA HERMANSON | 2024-09-20 | ||
| 001 | 2022-01-01 | BRIAN RICE | 2023-09-25 | ||
| 001 | 2021-01-01 | BRIAN RICE | 2022-10-11 | ||
| 001 | 2021-01-01 | BRIAN RICE | 2022-10-10 | ||
| 001 | 2020-01-01 | BRIAN RICE | 2021-10-05 | ||
| 001 | 2019-01-01 | BRIAN RICE | 2020-10-14 | ||
| 001 | 2018-01-01 | CATHERINE MOON | 2019-09-25 | ||
| 001 | 2017-01-01 | CATHERINE MOON | 2019-09-20 | ||
| 001 | 2016-01-01 | BRIAN STAN | 2017-08-31 | ||
| 001 | 2015-01-01 | BRIAN STAN | 2016-02-25 | ||
| 001 | 2014-01-01 | BRIAN STAN | 2015-09-07 | ||
| 001 | 2013-01-01 | BRIAN STAN | 2014-05-21 | ||
| 001 | 2012-01-01 | BRIAN STAN | 2013-01-28 | ||
| 001 | 2011-01-01 | BRIAN STAN | 2012-03-06 |
| Measure | Date | Value |
|---|---|---|
| 2025 : DONT GIVE UP THE SHIP OR YOUR 401K PLAN AND TRUST 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-05-30 | 12474 |
| Total liabilities as of the beginning of the plan year | 2025-05-30 | 21096 |
| Total expenses incurred by plan in this plan year | 2025-05-30 | 695240 |
| Net assets as of the end of the plan year | 2025-05-30 | 15524758 |
| Total assets as of the beginning of the plan year | 2025-05-30 | 11247219 |
| Value of plan covered by a fidelity bond | 2025-05-30 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-30 | 1270523 |
| Value of participant loans at end of plan year | 2025-05-30 | 50007 |
| Other contributions to plan in this plan year | 2025-05-30 | 1328273 |
| Other income to plan in this plan year | 2025-05-30 | 1609657 |
| Plan net income in this plan year | 2025-05-30 | 4286161 |
| Net assets as of the end of the plan year | 2025-05-30 | 15512284 |
| Net assets as of the beginning of the plan year | 2025-05-30 | 11226123 |
| Value of contributions failed to transmitted timely | 2025-05-30 | 54096 |
| Employer contributions to plan in this plan year | 2025-05-30 | 772948 |
| Fees paid to broker by Benefit Provider | 2025-05-30 | 24424 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-30 | 52481 |
| 2024 : DONT GIVE UP THE SHIP OR YOUR 401K PLAN AND TRUST 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-09-20 | 21096 |
| Total liabilities as of the beginning of the plan year | 2024-09-20 | 8235 |
| Total expenses incurred by plan in this plan year | 2024-09-20 | 498398 |
| Net assets as of the end of the plan year | 2024-09-20 | 11247219 |
| Total assets as of the beginning of the plan year | 2024-09-20 | 8070584 |
| Value of plan covered by a fidelity bond | 2024-09-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-20 | 1169295 |
| Value of participant loans at end of plan year | 2024-09-20 | 53202 |
| Other contributions to plan in this plan year | 2024-09-20 | 222825 |
| Other income to plan in this plan year | 2024-09-20 | 1563225 |
| Plan net income in this plan year | 2024-09-20 | 3163774 |
| Net assets as of the end of the plan year | 2024-09-20 | 11226123 |
| Net assets as of the beginning of the plan year | 2024-09-20 | 8062349 |
| Value of contributions failed to transmitted timely | 2024-09-20 | 60339 |
| Employer contributions to plan in this plan year | 2024-09-20 | 706827 |
| Fees paid to broker by Benefit Provider | 2024-09-20 | 24424 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-20 | 45351 |
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