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| Plan Name | SUCCESSWISE POOLED EMPLOYER PLAN |
| Plan identification number | 314 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PLAN PROFESSIONALS, LLC |
| Employer identification number (EIN): | 853213245 |
| NAIC Classification: | 561110 |
| NAIC Description: | Office Administrative Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 314 | 2024-01-01 | JOANNA PALADINO | |||
| 314 | 2023-01-01 | JOANNE PALADINO | |||
| 314 | 2022-12-30 | ||||
| 314 | 2022-12-30 | JOANNA PALADINO |
| Measure | Date | Value |
|---|---|---|
| 2022 : SUCCESSWISE POOLED EMPLOYER PLAN 2022 401k financial data | ||
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $0 |
| Total plan assets at beginning of year | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| 2022: SUCCESSWISE POOLED EMPLOYER PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-12-30 | Type of plan entity | Mulitple employer plan |
| 2022-12-30 | First time form 5500 has been submitted | Yes |
| 2022-12-30 | Submission has been amended | No |
| 2022-12-30 | This submission is the final filing | No |
| 2022-12-30 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-12-30 | Plan is a collectively bargained plan | No |
| 2022-12-30 | Plan funding arrangement – Trust | Yes |
| 2022-12-30 | Plan benefit arrangement - Trust | Yes |
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