How big is Prosperity Investment Management Inc.'s plan?

Prosperity Investment Management Inc.'s plan reported $1.5M in assets and 4 participants for 2024.

Original filing (PDF)20250730183540NAL0002143699001

Prosperity Investment Management Inc.

Name: Prosperity Investment Management Inc. — Prosperity, Form 5500 (2024)
Creator: Prosperity Investment Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Prosperity Investment Management Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Prosperity Investment Management Inc.'s Prosperity Investment Management Inc. 401(k) Profit Sharing Plan held $1.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Prosperity Investment Management Inc.'s EIN is 82-1859441.

EIN 82-1859441

Plan number 002

Plan year 2024

ACK ID 20250730183540NAL0002143699001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prosperity Investment Management Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROSPERITY INVESTMENT MANAGEMENT INC.

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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 (90th percentile).

Plan sponsor

Name

PROSPERITY INVESTMENT MANAGEMENT INC

EIN

all filings

Address

353 EAST 2ND STREET SUITE 110 · CHICO, CA · 959280000

Phone

(530) 877-4111

Industry

Finance & Insurance

Plan administrator