How big is Poolemckinley's plan?

Poolemckinley's plan reported $1.8M in assets and 8 participants for 2025.

Original filing (PDF)20260415080634NAL0019582657001

Poolemckinley

Name: Poolemckinley — Poolemckinley 401(k) Plan, Form 5500 (2025)
Creator: Poolemckinley
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Poolemckinley 401(k) Plan

401(k) retirement plan · Poolemckinley's Poolemckinley 401(k) Plan held $1.8M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

TAMI Samper signed Poolemckinley's 2025 Form 5500 as plan administrator.

TAMI Samper — 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

Poolemckinley's EIN is 81-2831198.

EIN 81-2831198

Plan number 001

Plan year 2025

ACK ID 20260415080634NAL0019582657001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Poolemckinley from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Poolemckinley's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

POOLEMCKINLEY

EIN

all filings

Address

106 EAST COLLEGE AVENUE · STE 1100 · TALLAHASSEE, FL · 32301

Phone

(850) 681-1980

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-15

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

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