How big is Wally & PAT Enterprises' plan?

Wally & PAT Enterprises' plan reported $1.5M in assets and 54 participants for 2025.

Original filing (PDF)20260521163115NAL0003395248001

Wally & PAT Enterprises

Name: Wally & PAT Enterprises — Complete Aquatic Systems, Form 5500 (2025)
Creator: Wally & PAT Enterprises
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Complete Aquatic Systems 401(k) Plan,

401(k) retirement plan · Wally & PAT Enterprises' Complete Aquatic Systems 401(k) Plan, held $1.5M in plan assets for 54 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Shareen King signed Wally & PAT Enterprises' 2025 Form 5500 as plan administrator.

Shareen King — 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

Wally & PAT Enterprises' EIN is 95-4812377.

EIN 95-4812377

Plan number 001

Plan year 2025

ACK ID 20260521163115NAL0003395248001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Wally & PAT Enterprises' 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 WALLY & PAT ENTERPRISES.

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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

Knocking points off