Successwise Pooled Employer Plan — Form 5500 plan (Plan Professionals, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Successwise Pooled Employer Plan is a benefit plan reported by Plan Professionals, LLC under EIN 85-3213245 and plan number 314. The latest loaded filing year is 2023. The filing reports 10,141 participants and $475,113,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plan Professionals, LLC
- EIN
- 85-3213245
- Plan number
- 314
- Plan type
- 3
- Location
- Shrewsbury, NJ
- Latest filing year
- 2023
- Participants
- 10,141
- End-of-year plan assets
- $475,113,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,141 | H, C | 20250501224033NAL0005674272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $475,113,446
- Total liabilities (EOY)
- $399,796
- Net assets (EOY)
- $474,713,650
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $16,966,321
- Participant contributions
- $37,346,216
- Total contributions
- $98,806,858
- Total income / additions
- $146,364,992
Expenses & distributions
- Benefits paid
- $43,503,908
- Administrative expenses
- $1,442,742
- Total expenses
- $45,662,047
- Net increase / (decrease)
- $100,702,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,131,736 | $0 | 2023 |
| Creative Planning, Inc. | CONSULTANT | $194,750 | $5,341 | 2023 |
| Nppg Plan Professionals | CONTRACT ADMINISTRATOR | $83,771 | $36,060 | 2023 |
| Pension Profit Sharing | CONTRACT ADMINISTRATOR | $45,076 | not reported in the loaded dataset | 2023 |
| Nppg Plan Professionals LLC | CONTRACT ADMINISTRATOR | $22,327 | not reported in the loaded dataset | 2023 |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plan Professionals, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Shrewsbury, NJ
- Principal Life Insurance Company — Schedule C compensation
- Creative Planning, Inc. — Schedule C compensation
- Nppg Plan Professionals — Schedule C compensation
- Pension Profit Sharing — Schedule C compensation
- Nppg Plan Professionals LLC — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation