Civic Intelligence

Succeed Inc

Plan context: Succeed Inc 401K Profit Sharing Plan

EIN 81-2920272 • Roseville, CA • 10 filings • 2 plans

970 Reserve DrSuite 160Roseville, CA 95678
Current Snapshot

Latest Year

2025

2025 Participants

28

2025 Assets

$2,510,201

2025 Contributions

$357,466

Historical Graphs

Total Assets Over Time

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

$2,510,201$1,255,101$0201620212025YearValue
$2,510,201Latest year 2025

Participants Over Time

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

32160201620212025YearValue
28Latest year 2025

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
2025128$2,510,201$357,466$12,767iApproximate average salary by contribution assumption: employee only about $319,166 at 4% or $212,777 at 6%; with 50% employer match about $212,777 at 4% or $141,852 at 6%; with 100% employer match about $159,583 at 4% or $106,389 at 6%.
Succeed Inc 401K Profit Sharing Plan-28$2,510,201$357,466$12,767iApproximate average salary by contribution assumption: employee only about $319,166 at 4% or $212,777 at 6%; with 50% employer match about $212,777 at 4% or $141,852 at 6%; with 100% employer match about $159,583 at 4% or $106,389 at 6%.
2024132$1,947,382$392,983$12,281iApproximate average salary by contribution assumption: employee only about $307,018 at 4% or $204,679 at 6%; with 50% employer match about $204,679 at 4% or $136,452 at 6%; with 100% employer match about $153,509 at 4% or $102,339 at 6%.
Succeed Inc 401K Profit Sharing Plan-32$1,947,382$392,983$12,281iApproximate average salary by contribution assumption: employee only about $307,018 at 4% or $204,679 at 6%; with 50% employer match about $204,679 at 4% or $136,452 at 6%; with 100% employer match about $153,509 at 4% or $102,339 at 6%.
2023125$1,598,150$348,975$13,959iApproximate average salary by contribution assumption: employee only about $348,975 at 4% or $232,650 at 6%; with 50% employer match about $232,650 at 4% or $155,100 at 6%; with 100% employer match about $174,488 at 4% or $116,325 at 6%.
Succeed Inc 401K Profit Sharing Plan-25$1,598,150$348,975$13,959iApproximate average salary by contribution assumption: employee only about $348,975 at 4% or $232,650 at 6%; with 50% employer match about $232,650 at 4% or $155,100 at 6%; with 100% employer match about $174,488 at 4% or $116,325 at 6%.
2022123$1,125,150$320,771$13,947iApproximate average salary by contribution assumption: employee only about $348,664 at 4% or $232,443 at 6%; with 50% employer match about $232,443 at 4% or $154,962 at 6%; with 100% employer match about $174,332 at 4% or $116,221 at 6%.
Succeed Inc 401K Profit Sharing Plan-23$1,125,150$320,771$13,947iApproximate average salary by contribution assumption: employee only about $348,664 at 4% or $232,443 at 6%; with 50% employer match about $232,443 at 4% or $154,962 at 6%; with 100% employer match about $174,332 at 4% or $116,221 at 6%.
2021120$1,080,968$274,392$13,720iApproximate average salary by contribution assumption: employee only about $342,990 at 4% or $228,660 at 6%; with 50% employer match about $228,660 at 4% or $152,440 at 6%; with 100% employer match about $171,495 at 4% or $114,330 at 6%.
Succeed Inc 401K Profit Sharing Plan-20$1,080,968$274,392$13,720iApproximate average salary by contribution assumption: employee only about $342,990 at 4% or $228,660 at 6%; with 50% employer match about $228,660 at 4% or $152,440 at 6%; with 100% employer match about $171,495 at 4% or $114,330 at 6%.
2020117$645,184$230,314$13,548iApproximate average salary by contribution assumption: employee only about $338,697 at 4% or $225,798 at 6%; with 50% employer match about $225,798 at 4% or $150,532 at 6%; with 100% employer match about $169,349 at 4% or $112,899 at 6%.
Succeed Inc 401K Profit Sharing Plan-17$645,184$230,314$13,548iApproximate average salary by contribution assumption: employee only about $338,697 at 4% or $225,798 at 6%; with 50% employer match about $225,798 at 4% or $150,532 at 6%; with 100% employer match about $169,349 at 4% or $112,899 at 6%.
2019114$322,293$100,670$7,191iApproximate average salary by contribution assumption: employee only about $179,768 at 4% or $119,845 at 6%; with 50% employer match about $119,845 at 4% or $79,897 at 6%; with 100% employer match about $89,884 at 4% or $59,923 at 6%.
Succeed Inc 401K Profit Sharing Plan-14$322,293$100,670$7,191iApproximate average salary by contribution assumption: employee only about $179,768 at 4% or $119,845 at 6%; with 50% employer match about $119,845 at 4% or $79,897 at 6%; with 100% employer match about $89,884 at 4% or $59,923 at 6%.
201819$186,025$73,611$8,179iApproximate average salary by contribution assumption: employee only about $204,475 at 4% or $136,317 at 6%; with 50% employer match about $136,317 at 4% or $90,878 at 6%; with 100% employer match about $102,238 at 4% or $68,158 at 6%.
Succeed Inc 401K Profit Sharing Plan-9$186,025$73,611$8,179iApproximate average salary by contribution assumption: employee only about $204,475 at 4% or $136,317 at 6%; with 50% employer match about $136,317 at 4% or $90,878 at 6%; with 100% employer match about $102,238 at 4% or $68,158 at 6%.
2017116$152,148$80,256$5,016iApproximate average salary by contribution assumption: employee only about $125,400 at 4% or $83,600 at 6%; with 50% employer match about $83,600 at 4% or $55,733 at 6%; with 100% employer match about $62,700 at 4% or $41,800 at 6%.
Succeed Inc 401K Profit Sharing Plan-16$152,148$80,256$5,016iApproximate average salary by contribution assumption: employee only about $125,400 at 4% or $83,600 at 6%; with 50% employer match about $83,600 at 4% or $55,733 at 6%; with 100% employer match about $62,700 at 4% or $41,800 at 6%.
2016115$59,905$59,871$3,991iApproximate average salary by contribution assumption: employee only about $99,785 at 4% or $66,523 at 6%; with 50% employer match about $66,523 at 4% or $44,349 at 6%; with 100% employer match about $49,893 at 4% or $33,262 at 6%.
Succeed Inc 401K Profit Sharing Plan-15$59,905$59,871$3,991iApproximate average salary by contribution assumption: employee only about $99,785 at 4% or $66,523 at 6%; with 50% employer match about $66,523 at 4% or $44,349 at 6%; with 100% employer match about $49,893 at 4% or $33,262 at 6%.