How big is Pooley, Inc.'s plan?

Pooley, Inc.'s plan reported $9.0M in assets and 46 participants for 2023.

Original filing (PDF)20250429073343NAL0000259841001

Pooley, Inc.

Name: Pooley, Inc. — Pooley, Inc. 401(k) Profit Sharing, Form 5500 (2023)
Creator: Pooley, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pooley, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Pooley, Inc.'s Pooley, Inc. 401(k) Profit Sharing Plan held $9.0M in plan assets for 46 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

People on this filing

Mark Balcom signed Pooley, Inc.'s 2023 Form 5500 as plan administrator.

Mark Balcom — 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

Pooley, Inc.'s EIN is 16-0814751.

EIN 16-0814751

Plan number 001

Plan year 2023

ACK ID 20250429073343NAL0000259841001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score