How big is Possiblenow, Inc.'s plan?

Possiblenow, Inc.'s plan reported $12.5M in assets and 121 participants for 2024.

Original filing (PDF)20251001154916NAL0006010659001

Possiblenow, Inc.

Name: Possiblenow, Inc. — Possiblenow, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Possiblenow, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Possiblenow, Inc. 401(k) Plan

401(k) retirement plan · Possiblenow, Inc.'s Possiblenow, Inc. 401(k) Plan held $12.5M in plan assets for 121 participants in 2024, with Nationwide as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

121

Accounts w/ balance

156

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

People on this filing

Robert TATE signed Possiblenow, Inc.'s 2024 Form 5500 as plan administrator.

Robert TATE — 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

Possiblenow, Inc.'s EIN is 58-2550615.

EIN 58-2550615

Plan number 001

Plan year 2024

ACK ID 20251001154916NAL0006010659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Possiblenow, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Possiblenow, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

62 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

POSSIBLENOW, INC.

EIN

all filings

Address

4400 RIVER GREEN PARKWAY, SUITE 100 · DULUTH, GA · 300960000

Phone

(770) 255-1020

Industry

Manufacturing

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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	NONE	$5K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSION FINANCIAL SERVICES INC	—	DULUTH, GA	NONE	$0	—

Investments

62 direct securities· $12.5M(100% of reported assets)

Mutual Funds

$5.6M

37 holdings

Other securities

$3.7M

13 holdings

Common Collective Trusts

$1.7M

7 holdings

Self-Directed Brokerage

$958K

1 holding

Common Stocks

$316K

2 holdings

Bonds / Notes

$114K

1 holding

Stable Value

$59K

1 holding

					% of plan
Nationwide Investor Destination Aggressive R6 Mutual Fund	Other securities	—	—	$1.5M	12.0%
Nationwide Investor Destination Mod R6 Mutual Fund	Other securities	—	—	$1.4M	11.5%
Charles Schwab Self-directed Brokerage	Self-Directed Brokerage	—	—	$958K	7.7%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$587K	4.7%
Vanguard 500 Index As Mutual Fund	Common Collective Trusts	—	—	$543K	4.4%
American Funds Growth Fund of America R6 Mutual Fund	Mutual Funds	—	—	$435K	3.5%
Fidelity Advisor Growth Opportunity Inst Mutual Fund	Mutual Funds	—	—	$376K	3.0%
BlackRock iShares S&P 500 Index Fund K Mutual Fund	Common Collective Trusts	—	—	$349K	2.8%
Nationwide Investor Destination Conservative R6 Mutual Fund	Other securities	—	—	$314K	2.5%
Vanguard Total Stock Market Index As Mutual Fund	Common Collective Trusts	—	—	$302K	2.4%
Vanguard Small Cap Value Index Adml Mutual Fund	Mutual Funds	—	—	$301K	2.4%
Dfa US Vector Equity Inst Mutual Fund	Mutual Funds	—	—	$239K	1.9%
Vanguard Equity Income Adml Mutual Fund	Mutual Funds	—	—	$237K	1.9%
Vanguard Mid-Cap Growth Index Adml Mutual Fund	Mutual Funds	—	—	$229K	1.8%
BlackRock iShares S&P 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$220K	1.8%
Janus Henderson Global Life Sciences I Mutual Fund	Mutual Funds	—	—	$184K	1.5%
American Funds Bond of American R6 Mutual Fund	Mutual Funds	—	—	$177K	1.4%
American Funds 2045 Target Date Retirement Fund R6 Mutual Fund	Mutual Funds	—	—	$175K	1.4%
American Funds Capital World Growth & Income R6 Mutual Fund	Mutual Funds	—	—	$175K	1.4%
Allspring Common Stock Inst Mutual Fund	Common Stocks	—	—	$174K	1.4%
Vanguard ST Inflation-Protected Securities Index Adml Mutual Fund	Mutual Funds	—	—	$171K	1.4%
Dfa US Core Equity I Mutual Fund	Mutual Funds	—	—	$164K	1.3%
Vanguard US Growth Adml Mutual Fund	Mutual Funds	—	—	$155K	1.2%
Vanguard Growth Index Adml Mutual Fund	Mutual Funds	—	—	$151K	1.2%
American Century Small Company I Mutual Fund	Common Stocks	—	—	$142K	1.1%
Vanguard Small Cap Index As Mutual Fund	Mutual Funds	—	—	$138K	1.1%
Vanguard Strategic Small Cap Equity Inv Mutual Fund	Mutual Funds	—	—	$138K	1.1%
Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$137K	1.1%
Vanguard High Yield Corp Adml Mutual Fund	Mutual Funds	—	—	$136K	1.1%
Nationwide S&P 500 Index R6 Mutual Fund	Common Collective Trusts	—	—	$131K	1.1%
Invesco Oppenheimer Global Y Mutual Fund	Mutual Funds	—	—	$122K	1.0%
Vanguard Balanced Index Adml Mutual Fund	Mutual Funds	—	—	$121K	1.0%
Vanguard Total Bond Market Ldx Adm Mutual Fund	Mutual Funds	—	—	$120K	1.0%
Vanguard Developed Markets Index Adml Mutual Fund	Mutual Funds	—	—	$116K	0.9%
Notes receivable from participants Rates of 8.50% to 9.50% with various maturities	Bonds / Notes	—	—	$114K	0.9%
Vanguard Small Cap Growth Index Adml Mutual Fund	Mutual Funds	—	—	$111K	0.9%
Invesco Equity & Income R5 Mutual Fund	Mutual Funds	—	—	$107K	0.9%
Dfa Global Equity Inst Mutual Fund	Mutual Funds	—	—	$103K	0.8%
Dfa Emerging Markets Mutual Fund	Mutual Funds	—	—	$99K	0.8%
Vanguard Mid-Cap Index As Mutual Fund	Mutual Funds	—	—	$91K	0.7%
Vanguard Mid-Cap Growth Inv Mutual Fund	Mutual Funds	—	—	$80K	0.6%
Vanguard Extended Market Index Adml Mutual Fund	Mutual Funds	—	—	$80K	0.6%
Pioneer Strategic Income Y Mutual Fund	Other securities	—	—	$75K	0.6%
Oakmark Equity Income I Mutual Fund	Other securities	—	—	$71K	0.6%
Franklin Mutual Shares Z Mutual Fund	Mutual Funds	—	—	$67K	0.5%
Vanguard Health Care Adml Mutual Fund	Mutual Funds	—	—	$66K	0.5%
American Century International Growth I Mutual Fund	Other securities	—	—	$62K	0.5%
Fixed Select Contract Guaranteed Investment Contract	Stable Value	—	—	$59K	0.5%
T Rowe Price Growth Stock Mutual Fund	Mutual Funds	—	—	$59K	0.5%
American Century Disciplined Core Value Fund I Mutual Fund ** 934 American Century Growth I Mutual Fund	Other securities	—	—	$58K	0.5%