Original filing (PDF)20231012160232NAL0032401329001

CHARLESWORTH POOL MAINTENANCE

Name: CHARLESWORTH POOL MAINTENANCE — CHARLESWORTH POOL MAINTENANCE S/H 401K PLAN, Form 5500 (2022)
Creator: CHARLESWORTH POOL MAINTENANCE

Form 5500-SF

FILING_RECEIVED

CHARLESWORTH POOL MAINTENANCE S/H 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLESWORTH POOL MAINTENANCE.

Plan sponsor

Name

CHARLESWORTH POOL MAINTENANCE

EIN

76-0628046

Address

1224 S MAIN ST · BOERNE, TX · 78006

Phone

(830) 249-7171

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-12

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 Retail Trade plans

GARDEN STATE EMBROIDERY LLC

GARDEN STATE EMBROIDERY LLC 401K

$67K · 8 participants

SHOPPING SOLUTIONS LLC

SHOPPING SOLUTIONS LLC 401(K) PLAN

$67K · 4 participants

MARIO M PATINO

MARIO M PATINO 401(K) PLAN

$67K · 9 participants

GLITZ SOAP CO

GLITZ SOAP CO 401(K) PLAN

$67K · 5 participants

NYCAFE LLC

NYCAFE LLC 401(K) PROFIT SHARING PLAN & TRUST

$66K · 4 participants