How big is Success Bank's plan?

Success Bank's plan reported $4.5M in assets and 27 participants for 2025.

Original filing (PDF)20260424125732NAL0009113936001

Success Bank

Name: Success Bank — Success Bank Profit Sharing Plan, Form 5500 (2025)
Creator: Success Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Success Bank Profit Sharing Plan

401(k) retirement plan · Success Bank's Success Bank Profit Sharing Plan held $4.5M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

BRAD Woolard signed Success Bank's 2025 Form 5500 as plan administrator.

BRAD Woolard — 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

Success Bank's EIN is 42-0209110.

EIN 42-0209110

Plan number 001

Plan year 2025

ACK ID 20260424125732NAL0009113936001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Success Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Success Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score