How big is The Success Group Ltd.'s plan?

The Success Group Ltd.'s plan reported $9K in assets and 5 participants for 2024.

Original filing (PDF)20251126141213NAL0007127504001

The Success Group Ltd.

Name: The Success Group Ltd. — The Success Group Ltd. SOCA, Form 5500 (2024)
Creator: The Success Group Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Success Group Ltd. SOCA Benefit Plan

Health & welfare plan · The Success Group Ltd.'s The Success Group Ltd. SOCA Benefit Plan held $9K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9K

Net assets (EOY)

$3K

People on this filing

Matt Appenzeller signed The Success Group Ltd.'s 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Success Group Ltd.'s EIN is 31-1749514.

EIN 31-1749514

Plan number 501

Plan year 2024

ACK ID 20251126141213NAL0007127504001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Success Group Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Success Group Ltd.'s plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SUCCESS GROUP LTD.

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score