Original filing (PDF)20251126144410NAL0004764209001

CARL POE COMPANY, INC.

Name: CARL POE COMPANY, INC. — CARL POE COMPANY, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: CARL POE COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

CARL POE COMPANY, INC. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARL POE COMPANY, INC..

Plan sponsor

Name

CARL POE COMPANY, INC.

EIN

74-1728678

Address

4600 ALLEN ST · HOUSTON, TX · 770073464

Phone

(713) 861-3816

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2025-11-26

Pension benefit codes

2E · Profit-sharing

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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