Original filing (PDF)20231003125421NAL0018631953001

PARTNERSHIP FOR SUCCESSFUL LIVING

Name: PARTNERSHIP FOR SUCCESSFUL LIVING — PARTNERSHIP FOR SUCCESSFUL LIVING 401(K) PLAN, Form 5500 (2022)
Creator: PARTNERSHIP FOR SUCCESSFUL LIVING

Form 5500-SF

FILING_RECEIVED

PARTNERSHIP FOR SUCCESSFUL LIVING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARTNERSHIP FOR SUCCESSFUL LIVING.

Plan sponsor

Name

PARTNERSHIP FOR SUCCESSFUL LIVING

EIN

27-3310373

Address

1229 HADDONFIELD-BERLIN RD · VOORHEES, NJ · 08043

Phone

(609) 820-2100

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

PATHWAYS FOR THE FUTURE, INC DBA DISABILITY PARTNERS

PATHWAYS FOR THE FUTURE, INC DBA DISABILITY PARTNERS 401(K) PLAN

$163K · 70 participants

GODWILL EASTER SEALS MIAMI VALLEY

GOODWILL EASTER SEALS MIAMI VALLEY SOURCEAMERICA HEALTH & WELFARE BENEFIT PLAN (FULL TIME EMPLOYEES)

$163K · 35 participants

MORNING STAR SUPPORTIVE SERVICES

$164K · 129 participants

WATERFORD COUNSELING AND PSYCHOL

WATERFORD COUNSELING 401K PLAN AND TRUST

$164K · 11 participants