Original filing (PDF)20251015100234NAL0004527089001

POOK AND POOK

Name: POOK AND POOK — POOK AND POOK INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: POOK AND POOK

Form 5500-SF

FILING_RECEIVED

POOK AND POOK INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POOK AND POOK.

Plan sponsor

Name

POOK AND POOK

EIN

23-2335186

Address

463 E. LANCASTER AVE. · DOWNINGTOWN, PA · 19335

Phone

(610) 269-4040

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

NC AUTOMOBILE DEALERS ASSN.

NC AUTOMOBILE DEALERS ASSN. 401(K) PLAN

$1.5M · 5 participants

PIONEER ANALYTICS & CONSULTING LLC

PIONEER ANALYTICS & CONSULTING LLC DEFINED BENEFIT PLAN

$1.5M · 1 participants

IFCHOR NORTH AMERICA LLC

IFCHOR NORTH AMERICA LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 13 participants

SOUND DISTRIBUTORS INC

SOUND DISTRIBUTORS INC 401(K) PROFIT SHARING PLAN AND TRUST

$1.5M · 8 participants

PRODUCTION CONSTRUCTION I INC.