Original filing (PDF)20241212194757NAL0019725232001

Succession Proprieties, LLC

Name: Succession Proprieties, LLC — SAS LLC 401(k) Plan, Form 5500 (2023)
Creator: Succession Proprieties, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SAS LLC 401(k) Plan

401(k) retirement plan · Succession Proprieties, LLC's SAS LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Mary ANN Grimes signed Succession Proprieties, LLC's 2023 Form 5500 as plan administrator.

Mary ANN Grimes — 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

Succession Proprieties, LLC's EIN is 82-4367645.

EIN 82-4367645

Plan number 001

Plan year 2023

ACK ID 20241212194757NAL0019725232001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Succession Proprieties, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Succession Proprieties, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUCCESSION PROPRIETIES, LLC.

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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

100

Helping the score