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PROFIT SHARING PLAN & TRUST OF DAVID C. POOLE CO., 401k Plan overview

Plan NamePROFIT SHARING PLAN & TRUST OF DAVID C. POOLE CO.,
Plan identification number 001

PROFIT SHARING PLAN & TRUST OF DAVID C. POOLE CO., Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID C POOLE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:DAVID C POOLE COMPANY
Employer identification number (EIN):570562835
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN & TRUST OF DAVID C. POOLE CO.,

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01DAVID C POOLE2017-01-27
0012014-07-01DAVID C POOLE2016-01-19
0012013-07-01DAVID C POOLE2014-12-16 DAVID C POOLE2014-12-16
0012012-07-01DAVID C POOLE2014-01-31 DAVID C POOLE2014-01-31
0012011-07-01DAVID C POOLE2013-01-15 DAVID C POOLE2013-01-15
0012010-07-01DAVID C POOLE2012-01-06 DAVID C POOLE2012-01-06

Financial Data on PROFIT SHARING PLAN & TRUST OF DAVID C. POOLE CO.,

Measure Date Value
2025 : PROFIT SHARING PLAN & TRUST OF DAVID C. POOLE CO., 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-28143582
Net assets as of the end of the plan year2025-07-283391422
Total assets as of the beginning of the plan year2025-07-282965305
Value of plan covered by a fidelity bond2025-07-28300000
Participant contributions to plan in this plan year2025-07-28148872
Other income to plan in this plan year2025-07-28339847
Plan net income in this plan year2025-07-28426117
Net assets as of the end of the plan year2025-07-283391422
Net assets as of the beginning of the plan year2025-07-282965305
Employer contributions to plan in this plan year2025-07-2880980
Fees paid to broker by Benefit Provider2025-07-288771
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2834749
Total liabilities as of the end of the plan year2025-04-010
Total liabilities as of the beginning of the plan year2025-04-010
Total expenses incurred by plan in this plan year2025-04-01406998
Net assets as of the end of the plan year2025-04-012965305
Total assets as of the beginning of the plan year2025-04-012788860
Value of plan covered by a fidelity bond2025-04-01300000
Participant contributions to plan in this plan year2025-04-01127290
Other income to plan in this plan year2025-04-01382885
Plan net income in this plan year2025-04-01176445
Net assets as of the end of the plan year2025-04-012965305
Net assets as of the beginning of the plan year2025-04-012788860
Employer contributions to plan in this plan year2025-04-0173268
Fees paid to broker by Benefit Provider2025-04-0131062
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0131062

Potentially related plans

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