How big is Poole Engineering & Surveying, Inc.'s plan?

Poole Engineering & Surveying, Inc.'s plan reported $1.1M in assets and 19 participants for 2024.

Original filing (PDF)20250520112249NAL0001921088001

Poole Engineering & Surveying, Inc.

Name: Poole Engineering & Surveying, Inc. — Poole Engineer, Form 5500 (2024)
Creator: Poole Engineering & Surveying, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Poole Engineering & Surveying, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Poole Engineering & Surveying, Inc.'s Poole Engineering & Surveying, Inc. 401(k) Profit Sharing Plan and Trust held $1.1M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

KIM Lewis Lee signed Poole Engineering & Surveying, Inc.'s 2024 Form 5500 as plan administrator.

KIM Lewis Lee — 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

Poole Engineering & Surveying, Inc.'s EIN is 59-3109205.

EIN 59-3109205

Plan number 001

Plan year 2024

ACK ID 20250520112249NAL0001921088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Poole Engineering & Surveying, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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