Civic Intelligence

Success Partners Holding Co.

Plan context: Success Partners 401(K) Profit Sharing and Trust

EIN 75-2579745 • Plano, TX • 24 filings • 8 plans

5717 Legacy Dr Ste 250Plano, TX 75024-4246
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$2,917,975

2024 Contributions

$64,254

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,255,882$3,127,941$0201320192024YearValue
$2,917,975Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2021010201320192024YearValue
52Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024152$2,917,975$64,254$1,236iApproximate average salary by contribution assumption: employee only about $30,891 at 4% or $20,594 at 6%; with 50% employer match about $20,594 at 4% or $13,729 at 6%; with 100% employer match about $15,446 at 4% or $10,297 at 6%.
Success Partners 401(K) Profit Sharing and Trust-52$2,917,975$64,254$1,236iApproximate average salary by contribution assumption: employee only about $30,891 at 4% or $20,594 at 6%; with 50% employer match about $20,594 at 4% or $13,729 at 6%; with 100% employer match about $15,446 at 4% or $10,297 at 6%.
2023155$3,955,550$108,169$1,967iApproximate average salary by contribution assumption: employee only about $49,168 at 4% or $32,778 at 6%; with 50% employer match about $32,778 at 4% or $21,852 at 6%; with 100% employer match about $24,584 at 4% or $16,389 at 6%.
Success Partners 401(K) Profit Sharing and Trust-55$3,955,550$108,169$1,967iApproximate average salary by contribution assumption: employee only about $49,168 at 4% or $32,778 at 6%; with 50% employer match about $32,778 at 4% or $21,852 at 6%; with 100% employer match about $24,584 at 4% or $16,389 at 6%.
2022158$3,444,591$141,652$2,442iApproximate average salary by contribution assumption: employee only about $61,057 at 4% or $40,705 at 6%; with 50% employer match about $40,705 at 4% or $27,136 at 6%; with 100% employer match about $30,528 at 4% or $20,352 at 6%.
Success Partners 401(K) Profit Sharing and Trust-58$3,444,591$141,652$2,442iApproximate average salary by contribution assumption: employee only about $61,057 at 4% or $40,705 at 6%; with 50% employer match about $40,705 at 4% or $27,136 at 6%; with 100% employer match about $30,528 at 4% or $20,352 at 6%.
2021168$4,679,101$152,199$2,238iApproximate average salary by contribution assumption: employee only about $55,956 at 4% or $37,304 at 6%; with 50% employer match about $37,304 at 4% or $24,869 at 6%; with 100% employer match about $27,978 at 4% or $18,652 at 6%.
Success Partners 401(K) Profit Sharing and Trust-68$4,679,101$152,199$2,238iApproximate average salary by contribution assumption: employee only about $55,956 at 4% or $37,304 at 6%; with 50% employer match about $37,304 at 4% or $24,869 at 6%; with 100% employer match about $27,978 at 4% or $18,652 at 6%.
2020128$5,201,298$233,513$8,340iApproximate average salary by contribution assumption: employee only about $208,494 at 4% or $138,996 at 6%; with 50% employer match about $138,996 at 4% or $92,664 at 6%; with 100% employer match about $104,247 at 4% or $69,498 at 6%.
Success Partners 401(K) Profit Sharing and Trust-28$5,201,298$233,513$8,340iApproximate average salary by contribution assumption: employee only about $208,494 at 4% or $138,996 at 6%; with 50% employer match about $138,996 at 4% or $92,664 at 6%; with 100% employer match about $104,247 at 4% or $69,498 at 6%.
2019163$5,341,081$349,050$5,540iApproximate average salary by contribution assumption: employee only about $138,512 at 4% or $92,341 at 6%; with 50% employer match about $92,341 at 4% or $61,561 at 6%; with 100% employer match about $69,256 at 4% or $46,171 at 6%.
Success Partners 401(K) Profit Sharing and Trust-63$5,341,081$349,050$5,540iApproximate average salary by contribution assumption: employee only about $138,512 at 4% or $92,341 at 6%; with 50% employer match about $92,341 at 4% or $61,561 at 6%; with 100% employer match about $69,256 at 4% or $46,171 at 6%.
2018255$5,031,811$288,206$5,240iApproximate average salary by contribution assumption: employee only about $131,003 at 4% or $87,335 at 6%; with 50% employer match about $87,335 at 4% or $58,223 at 6%; with 100% employer match about $65,501 at 4% or $43,668 at 6%.
Success Partners 401(K) Profit Sharing and Trust-55$5,031,811$288,206$5,240iApproximate average salary by contribution assumption: employee only about $131,003 at 4% or $87,335 at 6%; with 50% employer match about $87,335 at 4% or $58,223 at 6%; with 100% employer match about $65,501 at 4% or $43,668 at 6%.
Success Partners Holding Co. Medical Plan-40---
20172132$6,255,882$678,366$5,139iApproximate average salary by contribution assumption: employee only about $128,478 at 4% or $85,652 at 6%; with 50% employer match about $85,652 at 4% or $57,102 at 6%; with 100% employer match about $64,239 at 4% or $42,826 at 6%.
Success Partners 401(K) Profit Sharing and Trust-132$6,255,882$678,366$5,139iApproximate average salary by contribution assumption: employee only about $128,478 at 4% or $85,652 at 6%; with 50% employer match about $85,652 at 4% or $57,102 at 6%; with 100% employer match about $64,239 at 4% or $42,826 at 6%.
Success Partners Holding Co. Medical Plan-101---
20162187$5,337,414$1,138,988$6,091iApproximate average salary by contribution assumption: employee only about $152,271 at 4% or $101,514 at 6%; with 50% employer match about $101,514 at 4% or $67,676 at 6%; with 100% employer match about $76,136 at 4% or $50,757 at 6%.
Success Partners 401(K) Profit Sharing and Trust-187$5,337,414$1,138,988$6,091iApproximate average salary by contribution assumption: employee only about $152,271 at 4% or $101,514 at 6%; with 50% employer match about $101,514 at 4% or $67,676 at 6%; with 100% employer match about $76,136 at 4% or $50,757 at 6%.
Success Partners Holding Co. Medical Plan-102---
20154190$4,267,586$840,683$4,425iApproximate average salary by contribution assumption: employee only about $110,616 at 4% or $73,744 at 6%; with 50% employer match about $73,744 at 4% or $49,163 at 6%; with 100% employer match about $55,308 at 4% or $36,872 at 6%.
Success Partners 401(K) Profit Sharing and Trust-190$4,267,586$840,683$4,425iApproximate average salary by contribution assumption: employee only about $110,616 at 4% or $73,744 at 6%; with 50% employer match about $73,744 at 4% or $49,163 at 6%; with 100% employer match about $55,308 at 4% or $36,872 at 6%.
Success Partners Holding Co. Medical Plan-175---
SUCCESS PARTNERS HOLDING CO. LIFE AND DISABILITY PLAN-0---
SUCCESS PARTNERS HOLDING CO. DENTAL AND VISION-0---
20144202$3,840,853$655,842$3,247iApproximate average salary by contribution assumption: employee only about $81,169 at 4% or $54,112 at 6%; with 50% employer match about $54,112 at 4% or $36,075 at 6%; with 100% employer match about $40,584 at 4% or $27,056 at 6%.
Success Partners 401(K) Profit Sharing and Trust-202$3,840,853$655,842$3,247iApproximate average salary by contribution assumption: employee only about $81,169 at 4% or $54,112 at 6%; with 50% employer match about $54,112 at 4% or $36,075 at 6%; with 100% employer match about $40,584 at 4% or $27,056 at 6%.
VIDEOPLUS, LP DENTAL AND VISION-159---
Success Partners Holding Co. Medical Plan-161---
VIDEOPLUS, LP LIFE AND DISABILITY PLAN-199---
20134185$3,359,762$484,317$2,618iApproximate average salary by contribution assumption: employee only about $65,448 at 4% or $43,632 at 6%; with 50% employer match about $43,632 at 4% or $29,088 at 6%; with 100% employer match about $32,724 at 4% or $21,816 at 6%.
Success Partners 401(K) Profit Sharing and Trust-185$3,359,762$484,317$2,618iApproximate average salary by contribution assumption: employee only about $65,448 at 4% or $43,632 at 6%; with 50% employer match about $43,632 at 4% or $29,088 at 6%; with 100% employer match about $32,724 at 4% or $21,816 at 6%.
VIDEOPLUS, LP DENTAL AND VISION-161---
Success Partners Holding Co. Medical Plan-161---
VIDEOPLUS, LP LIFE AND DISABILITY PLAN-161---