2023 Form 5500 filing — Successwise Pooled Employer Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250501224033NAL0005674272001) for Successwise Pooled Employer Plan, reported by Plan Professionals, LLC under EIN 85-3213245 and plan number 314. It reports 10,141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501224033NAL0005674272001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Plan Professionals, LLC
- EIN
- 85-3213245
- Plan number
- 314
- Location
- Shrewsbury, NJ
- Participants
- 10,141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $475,113,446
- Total liabilities (EOY)
- $399,796
- Net assets (EOY)
- $474,713,650
- Employer contributions
- $16,966,321
- Participant contributions
- $37,346,216
- Total income / additions
- $146,364,992
- Benefits paid
- $43,503,908
- Administrative expenses
- $1,442,742
- Total expenses
- $45,662,047
- Net increase / (decrease)
- $100,702,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,131,736 | $0 |
| Creative Planning, Inc. | CONSULTANT | $194,750 | $5,341 |
| Nppg Plan Professionals | CONTRACT ADMINISTRATOR | $83,771 | $36,060 |
| Pension Profit Sharing | CONTRACT ADMINISTRATOR | $45,076 | not reported in the loaded dataset |
| Nppg Plan Professionals LLC | CONTRACT ADMINISTRATOR | $22,327 | not reported in the loaded dataset |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 |