Concerto Healthcare, Inc. 401(k) Plan (terminated 2020): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2020. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Concerto Healthcare, Inc. 401(k) Plan Facts (plan year 2020)

Plan name
CONCERTO HEALTH RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CONCERTO HEALTHCARE, INC.
Participants
261
Former employees with a balance
0
Employer contributions
$147,304 in plan year 2020 (17% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2020 – Dec 22, 2020
Plan established
May 1, 1988
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2020 (Jan 1, 2020 – Dec 22, 2020), filed Sep 8, 2021. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $872,652 went into the plan in contributions, $147,304 of it from the employer (17%).
  • $7.31 million was paid out to participants.
  • Investment and other income added $357,520.

How the Concerto Healthcare, Inc. 401(k) changed, 2015–2020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2015104$2.10 million$343,011$851,947
2016263$3.09 million$522,533$888,684
2017172$4.12 million$588,296$1.18 million
2018378$5.95 million$1.23 million$1.15 million
2019485$6.14 million$548,416$3.00 million
2020 (final)261$0$147,304$7.31 million

Concerto Healthcare, Inc. 401(k) Contact Information

Phone
949-537-3400
Mailing address
85 ENTERPRISE SUITE 200, ALISO VIEJO CA 92656
Plan sponsor
CONCERTO HEALTHCARE, INC.
Employer identification number (EIN)
06-1719046
Plan number
001

Questions about the Concerto Healthcare, Inc. 401(k)

Is the Concerto Healthcare, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2020.

Does Concerto Healthcare, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $147,304, 17% of all contributions.

Does the Concerto Healthcare, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Concerto Healthcare, Inc 401(k) plan?

261 participants at the start of plan year 2020.

Who manages the Concerto Healthcare, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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