How big is Prosperity Unlimited, Inc.'s plan?

Prosperity Unlimited, Inc.'s plan reported $713K in assets and 5 participants for 2024.

Original filing (PDF)20250907132536NAL0031178528001

Prosperity Unlimited, Inc.

Name: Prosperity Unlimited, Inc. — Section 403(b), Form 5500 (2024)
Creator: Prosperity Unlimited, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Section 403(b) Retirement Plan for Prosperity Unlimited, Inc.

403(b) retirement plan · Prosperity Unlimited, Inc.'s Section 403(b) Retirement Plan for Prosperity Unlimited, Inc. held $713K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$713K

Net assets (EOY)

$713K

People on this filing

Louise Mack signed Prosperity Unlimited, Inc.'s 2024 Form 5500 as plan administrator.

Louise Mack — 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

Prosperity Unlimited, Inc.'s EIN is 58-2108838.

EIN 58-2108838

Plan number 002

Plan year 2024

ACK ID 20250907132536NAL0031178528001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Prosperity Unlimited, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Prosperity Unlimited, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

PROSPERITY UNLIMITED, INC.

EIN

all filings

Address

P O BOX 1095 · CONCORD, NC · 28025

Phone

(704) 933-7405

Industry

Other Services (ex. Public Admin)

Plan administrator