Original filing (PDF)20250620143308NAL0005868848001

PROSPERITY INVESTMENTS, INC. DBA LAKE WYLIE TAX

Name: PROSPERITY INVESTMENTS, INC. DBA LAKE WYLIE TAX — LAKE WYLIE TAX 401(K) PLAN, Form 5500 (2024)
Creator: PROSPERITY INVESTMENTS, INC. DBA LAKE WYLIE TAX

Form 5500-SF

FILING_RECEIVED

LAKE WYLIE TAX 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$646K

Net assets (EOY)

$646K

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 average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROSPERITY INVESTMENTS, INC. DBA LAKE WYLIE TAX.

Plan sponsor

Name

PROSPERITY INVESTMENTS, INC. DBA LAKE WYLIE TAX

EIN

86-1085993

Address

4559 CHARLOTTE HWY. · LAKE WYLIE, SC · 29710

Phone

(803) 831-6700

Industry

Professional & Technical Servicessee all

Plan administrator