How big is Poolman JEFF, LLC's plan?

Poolman JEFF, LLC's plan reported $621K in assets and 7 participants for 2024.

Original filing (PDF)20251015131340NAL0006368064001

Poolman JEFF, LLC

Name: Poolman JEFF, LLC — Poolman JEFF, LLC 401(k) Profit, Form 5500 (2024)
Creator: Poolman JEFF, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Poolman JEFF, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Poolman JEFF, LLC's Poolman JEFF, LLC 401(k) Profit Sharing Plan held $621K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$621K

Net assets (EOY)

$621K

Plan identifiers

Poolman JEFF, LLC's EIN is 83-1991957.

EIN 83-1991957

Plan number 001

Plan year 2024

ACK ID 20251015131340NAL0006368064001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Poolman JEFF, LLC's plan includes profit-sharing, a 401(k) feature.

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