THE CONCORD GROUP, LLC PROFIT SHARING PLAN

[ EIN: 33-0644436 | Plan No. 001 ]

THE CONCORD GROUP, LLC PROFIT SHARING PLAN, sponsored by THE CONCORD GROUP, LLC, appears in Form 5500 filings as a 401(k) plan. The plan reported 32 participants and total assets of $3,878,116 during the 2023 reporting period.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: THE CONCORD GROUP, LLC

Location: 369 SAN MIGUEL DRIVE, SUITE 365, NEWPORT BEACH, CA 92660

EIN: 330644436

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 32

Total Assets: $3,878,116

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