Original filing (PDF)20250616210052NAL0002699666001

POS UPGRADES INC

Name: POS UPGRADES INC — POS UPGRADES INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: POS UPGRADES INC

Form 5500-SF

FILING_RECEIVED

POS UPGRADES INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$315K

Net assets (EOY)

$315K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

POS UPGRADES INC

EIN

46-5711397all filings

Address

1063 CHESTERFIELD CIR · WINTER SPRINGS, FL · 327084711

Phone

(407) 227-8294

Industry

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

2025-06-16

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 Professional & Technical Services plans

BLOOM CONSULTING & PROJECT MANAGEMENT GROUP INC

BLOOM CONSULTING GROUP 401(K) PLAN

$315K · 4 participants

VERNONBURG GROUP LLC

VERNONBURG GROUP LLC 401(K) PLAN

$315K · 14 participants

SOCAL CUSTOM INC.

SOCAL CUSTOM, INC. 401(K) PLAN

$314K · 16 participants

THRYV CONSULTING, INC.

THRYV CONSULTING, INC. 401(K) PLAN

$315K · 3 participants

HEALTH DATA DECISIONS

HEALTH DATA DECISIONS CASH BALANCE PENSION PLAN

$315K · 5 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.