Original filing (PDF)20260117155959NAL0021411235001

SUCCESSFUL LIVING II, LLC

Name: SUCCESSFUL LIVING II, LLC — SUCCESSFUL LIVING 401(K) PLAN, Form 5500 (2023)
Creator: SUCCESSFUL LIVING II, LLC

Form 5500-SF

FILING_RECEIVED

SUCCESSFUL LIVING 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 14.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$190K

Net assets (EOY)

$190K

Plan health score

/ 100

Grade B

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUCCESSFUL LIVING II, LLC.

Plan sponsor

Name

SUCCESSFUL LIVING II, LLC

EIN

80-0681194

Address

P.O. BOX 5935 · 726 NW 8TH AVE · GAINESVILLE, FL · 326015094

Phone

(352) 246-8071

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2026-01-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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