Original filing (PDF)20231229095451NAL0015597088001

Successful Retirement, Inc.

Name: Successful Retirement, Inc. — Successful Retirement, Form 5500 (2022)
Creator: Successful Retirement, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Successful Retirement, Inc. MCF Benefit Plan

Health & welfare plan · Successful Retirement, Inc.'s Successful Retirement, Inc. MCF Benefit Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Brendan Cossette signed Successful Retirement, Inc.'s 2022 Form 5500 as plan administrator.

Brendan Cossette — 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

Successful Retirement, Inc.'s EIN is 43-1756820.

EIN 43-1756820

Plan number 501

Plan year 2022

ACK ID 20231229095451NAL0015597088001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Successful Retirement, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Successful Retirement, Inc.'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 SUCCESSFUL RETIREMENT, INC..

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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