Succession Capital, Inc. 401(K) Plan — Form 5500 plan (Succession Capital, Inc.)
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, Succession Capital, Inc. 401(K) Plan is a benefit plan reported by Succession Capital, Inc. under EIN 99-0378665 and plan number 001. The latest loaded filing year is 2023. The filing reports 564 participants and $16,592,981 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Succession Capital, Inc.
- EIN
- 99-0378665
- Plan number
- 001
- Plan type
- 2
- Location
- La Jolla, CA
- Latest filing year
- 2023
- Participants
- 564
- End-of-year plan assets
- $16,592,981
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 564 | H, C | 20241015164538NAL0015104771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,592,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,592,981
- Net assets (BOY)
- $11,465,476
Income & contributions
- Employer contributions
- $887,451
- Participant contributions
- $1,664,040
- Total contributions
- $4,182,106
- Total income / additions
- $6,304,508
Expenses & distributions
- Benefits paid
- $2,366,296
- Administrative expenses
- $109,931
- Total expenses
- $2,477,053
- Net increase / (decrease)
- $3,827,455
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $105,174 | $0 | 2023 |
| Prudential Insurance Agency LLC | OTHER SERVICES | $0 | $37,306 | 2023 |
| Pruco Securities, LLC | OTHER SERVICES | $0 | $12,670 | 2023 |
| Pen Flex Inc | CONTRACT ADMINISTRATOR | $4,770 | $6,247 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Succession Capital, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in La Jolla, CA
- Principal Life Insurance Company — Schedule C compensation
- Prudential Insurance Agency LLC — Schedule C compensation
- Pruco Securities, LLC — Schedule C compensation
- Pen Flex Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation