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Successwise Pooled Employer Plan
Plan Professionals, LLC, Shrewsbury NJ. Employer ID 853213245, plan number 314. Annual reports on file for 2022 to 2024.
Where the money went
Plans that moved money into this one:
- 2022: money from Diversitech Corporation 401(k) Profit Sharing Plan moved in.
- 2022: money from Biamp Systems LLC 401(k) Plan moved in.
- 2022: money from Niteo Products, LLC 401(k) Plan moved in.
- 2023: money from Eclipse Advantage, LLC 401(k) Plan moved in.
- 2023: money from Bevolution Group 401(k) Retirement Plan moved in.
- 2023: money from Nebraska Machine Products, Inc. Thrift Savings Plan moved in.
- 2023: money from Maos, Inc. 401(k) Salary Savings Plan moved in.
- 2023: money from Fis 401(k) Plan moved in.
- 2023: money from Cwb Holdings, Inc. 401(k) Plan moved in.
- 2023: money from Gower Corporation 401(k) Profit Sharing Plan moved in.
- 2023: money from Partners Group (USA) Inc. 401(k) Plan moved in.
- 2023: money from Roskam Baking Company Salaried Employees' Retirement Savings Plan moved in.
- 2023: money from Roskam Baking Company Hourly Employees' Retirement Savings Plan moved in.
- 2023: money from Resolute Technologies, LLC 401(k) Profit Sharing Plan and Trust moved in.
- 2023: money from Kindercare Education Savings and Investment Plan moved in.
- 2023: money from Oasis Retirement Savings Plan moved in.
- 2023: money from Frontier Fire Protection 401(k) Profit Sharing Plan moved in.
- 2023: money from Midwest Scrap Management 401(k) Plan moved in.
- 2023: money from Forbes Marketplace Operations, moved in.
- 2023: money from Collabraspace, Inc. 401(k) Profit Sharing Plan moved in.
- Filed 2022-2024Successwise Pooled Employer Plan, Plan Professionals, LLC
- TodaySuccesswise Pooled Employer Plan still files. Prinicipal Life Insurance Company keeps the records. That is where to ask.
Records are kept by Prinicipal Life Insurance Company, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2022 | 0 | 0 | Filing |
| 2023 | 17,185 | 3,258 | Filing |
| 2024 | 77,246 | 7,443 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.