Succeed, Inc.

Roseville, CA

California

Registered In

05/06/2016

Incorp. Date

Company Summary

Succeed, Inc. at 970 Reserve Dr STE 160, Roseville, Ca 95678 lists Robert Lavelock and Debbie Lavelock of Roseville, CA as the associates.

Overview

Registered In

California

Incorporation Date

05/06/2016

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Samuel K. Swenson Individual Agent	8788 GREENBACK LN STE 105, ORANGEVALE, CA 95662
Robert Lavelock CEO	432 WHEAT FIELD CT, ROSEVILLE, CA 95747
Robert Lavelock Chief Financial Officer	432 WHEAT FIELD CT, ROSEVILLE, CA 95747
Robert Lavelock Director	432 WHEAT FIELD CT, ROSEVILLE, CA 95747
Debbie Lavelock Director	432 WHEAT FIELD CT, ROSEVILLE, CA 95747
Debbie Lavelock Secretary	432 WHEAT FIELD CT, ROSEVILLE, CA 95747

Showing current associates only (6 of 7 total associates). Create a free account to see the full associate history

Map & Locations

970 RESERVE DR STE 160, ROSEVILLE, CA 95678 (Mailing) View Map

Financials

Financial Information for Succeed, Inc.

Form 5500

SUCCEED, INC.

970 Reserve Dr Suite 160, Roseville, Ca 95678 (530) 674-4200 EIN:81-2920272 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSUCCEED 401(K) PLAN Plan #001 Participants BOY/EOY23 / 25 Assets BOY/EOY$1,125,150 / $1,598,150	2023	SUCCEED 401(K) PLAN - Plan #001	23 / 25	$1,125,150 / $1,598,150
2022	Plan NameSUCCEED 401(K) PLAN Plan #001 Participants BOY/EOY20 / 23 Assets BOY/EOY$1,080,968 / $1,125,150	2022	SUCCEED 401(K) PLAN - Plan #001	20 / 23	$1,080,968 / $1,125,150
2021	Plan NameSUCCEED 401(K) PLAN Plan #001 Participants BOY/EOY17 / 20 Assets BOY/EOY$645,184 / $1,080,968	2021	SUCCEED 401(K) PLAN - Plan #001	17 / 20	$645,184 / $1,080,968
2020	Plan NameSUCCEED 401(K) PLAN Plan #001 Participants BOY/EOY16 / 17 Assets BOY/EOY$322,293 / $645,184	2020	SUCCEED 401(K) PLAN - Plan #001	16 / 17	$322,293 / $645,184
2019	Plan NameSUCCEED 401(K) PLAN Plan #001 Participants BOY/EOY11 / 16 Assets BOY/EOY$186,025 / $322,293	2019	SUCCEED 401(K) PLAN - Plan #001	11 / 16	$186,025 / $322,293

Benefit & Retirement Plans based on Form 5500.

PPP Loans

SUCCEED, INC.

970 Reserve Drive STE 100, Roseville, CA 95678

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$193,982 Forgiven$195,836 LenderBMO Bank National Association Jobs14	05/01/2020	$193,982	$195,836	BMO Bank National Association	14

PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration