Original filing (PDF)20250210111336NAL0017536225001

POOL WORKS, INC.

Name: POOL WORKS, INC. — POOL WORKS, INC.401(K) PLAN, Form 5500 (2024)
Creator: POOL WORKS, INC.

Form 5500-SF

FILING_RECEIVED

POOL WORKS, INC.401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 POOL WORKS, INC..

Plan sponsor

Name

POOL WORKS, INC.

EIN

39-1587887

Address

765 LAWRENCE DRIVE · DE PERE, WI · 54115

Phone

(920) 339-9801

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

MCKINLEY INVESTMENTS, INC.

MCKINLEY INVESTMENTS, INC. 401K PROFIT SHARING PLAN

$3.8M · 2 participants

NATIONAL SECURITY CYBERSPACE INSTITUTE, INC.

NATIONAL SECURITY CYBERSPACE INSTITUTE, INC. 401(K) PLAN

$3.8M · 7 participants

MBV ENGINEERING INC

MBV ENGINEERING, INC., 401(K) PLAN

$3.8M · 52 participants

APOGEE INTERACTIVE, INC.

APOGEE INTERACTIVE, INC. 401K PLAN

$3.8M · 30 participants

BDN INDUSTRIAL HYGIENE CONSULTANTS, INC.

BDN INDUSTRIAL HYGIENE CONSULT 401 K PROFIT SHARING PLAN TRUST