How big is Energy for Success Institute Ltd.'s plan?

Energy for Success Institute Ltd.'s plan reported $734K in assets and 1 participants for 2024.

Original filing (PDF)20251002171131NAL0001767074001

Energy for Success Institute Ltd.

Name: Energy for Success Institute Ltd. — Barry Morguelan, Form 5500 (2024)
Creator: Energy for Success Institute Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barry Morguelan, M.D., PC Defined Benefit Pension Plan

Defined-benefit pension plan · Energy for Success Institute Ltd.'s Barry Morguelan, M.D., PC Defined Benefit Pension Plan held $734K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$734K

Net assets (EOY)

$734K

Plan identifiers

Energy for Success Institute Ltd.'s EIN is 81-4880202.

EIN 81-4880202

Plan number 002

Plan year 2024

ACK ID 20251002171131NAL0001767074001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Energy for Success Institute Ltd.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off