Finance Concepts, LLC

Brent Conrad Goodall Individual Agent	159 LOST CREEK DR, FOLSOM, CA 95630
John Perry Montoya CEO	7130 LOOMIS HILLS DR, LOOMIS, CA 95650
Brent Conrad Goodall Manager	159 LOST CREEK DR, FOLSOM, CA 95630
Jeffrey Richard Burnett Manager	1701 HAGGIN GROVE WAY, CARMICHAEL, CA 95608 (View Past Addresses)
John Perry Montoya Manager	7130 LOOMIS HILLS DR, LOOMIS, CA 95650

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12150 TRIBUTARY POINT DRIVE 190, RANCHO CORDOVA, CA 95670 View Map

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Form 5500

12150 Tributary Point Dr Suite 190, Rancho Cordova, Ca 95670 (916) 983-3797 EIN:45-0980182 Plan Admin:Brent Goodall

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFINANCE CONCEPTS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY20 / 20 Assets BOY/EOY$0 / $0	2023	FINANCE CONCEPTS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	20 / 20	$0 / $0
2022	Plan NameFINANCE CONCEPTS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$0 / $0	2022	FINANCE CONCEPTS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	20 / 19	$0 / $0
2021	Plan NameFINANCE CONCEPTS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY25 / 19 Assets BOY/EOY$0 / $0	2021	FINANCE CONCEPTS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	25 / 19	$0 / $0
2020	Plan NameFINANCE CONCEPTS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY22 / 23 Assets BOY/EOY$1,310,488 / $1,602,601	2020	FINANCE CONCEPTS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	22 / 23	$1,310,488 / $1,602,601
2019	Plan NameFINANCE CONCEPTS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 22 Assets BOY/EOY$893,552 / $1,310,488	2019	FINANCE CONCEPTS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	17 / 22	$893,552 / $1,310,488

Benefit & Retirement Plans based on Form 5500.

Related Business Names:

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Special Finance Concepts, LLC Registered in Tennessee	Fort Wayne, IN Murfreesboro, TN (1 more)	View Report
California Finance Concepts, LLC Registered in California	Loomis, CA	View Report
Finance Concepts 2000, LLC Registered in California	Citrus Heights, CA	View Report
Millennium Finance Concepts, LLC Registered in California	Citrus Heights, CA	View Report

Person/City Match:John Perry Montoya - Loomis, CA

Symbol 70, LLC Registered in California	Loomis, CA Napa, CA		View Report
Nogoose Nogander LLC Registered in California	Grass Valley, CA Loomis, CA (1 more)		View Report

Person/City Match:Jeffrey Richard Burnett - Carmichael, CA

Aftermarket Profit Consultants, Inc. Registered in California	Folsom, CA Carmichael, CA (1 more)		View Report

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor

Company Summary