401k Plan data: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST plan

POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST
Plan identification number	001

POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

POOLE ENGINEERING & SURVEYING, INC has sponsored the creation of one or more 401k plans.

Company Name: POOLE ENGINEERING & SURVEYING, INC

Employer identification number (EIN): 593109205

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about POOLE ENGINEERING & SURVEYING, INC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1992-01-13

Company Identification Number: V06132

Legal Registered Office Address: 2145 DELTA BLVD, SUITE 100

TALLAHASSEE

32303

More information about POOLE ENGINEERING & SURVEYING, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KIM LEWIS LEE 2024-06-10
001 2022-01-01 KIM LEWIS LEE 2023-10-09
001 2021-01-01 KIM LEE 2022-09-21
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KIM LEE KIM LEE 2019-02-26
001 2016-01-01 KIM LEE KIM LEE 2018-01-30
001 2015-01-01 KIM LEE
001 2014-01-01 KIM LEE
001 2013-01-01
001 2012-01-01 KIM L. LEE
001 2011-01-01 KIM L. LEE
001 2010-01-01 KIM L. LEE
001 2009-01-01 BARBARA POOLE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KIM LEWIS LEE	2024-06-10
001	2022-01-01	KIM LEWIS LEE	2023-10-09
001	2021-01-01	KIM LEE	2022-09-21
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	KIM LEE		KIM LEE	2019-02-26
001	2016-01-01	KIM LEE		KIM LEE	2018-01-30
001	2015-01-01	KIM LEE
001	2014-01-01	KIM LEE
001	2013-01-01
001	2012-01-01	KIM L. LEE
001	2011-01-01	KIM L. LEE
001	2010-01-01	KIM L. LEE
001	2009-01-01	BARBARA POOLE

Plan Statistics for POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2020: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 10
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
2012: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 10
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
2011: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 10
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
2010: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 10
Number of participants with account balances 2010-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2020: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	10
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
2012: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	10
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
2011: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	10
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
2010: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	10
Number of participants with account balances	2010-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2020 : POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$135,539
Expenses. Total of all expenses incurred	2020-12-31	$15,000
Benefits paid (including direct rollovers)	2020-12-31	$15,000
Total plan assets at end of year	2020-12-31	$737,509
Total plan assets at beginning of year	2020-12-31	$616,970
Value of fidelity bond covering the plan	2020-12-31	$100,000
Other income received	2020-12-31	$60,539
Net income (gross income less expenses)	2020-12-31	$120,539
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$737,509
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$616,970
Assets. Value of participant loans	2020-12-31	$16,235
Total contributions received or receivable from employer(s)	2020-12-31	$75,000
2019 : POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$85,160
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$616,970
Total plan assets at beginning of year	2019-12-31	$531,810
Value of fidelity bond covering the plan	2019-12-31	$100,000
Other income received	2019-12-31	$85,160
Net income (gross income less expenses)	2019-12-31	$85,160
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$616,970
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$531,810
Assets. Value of participant loans	2019-12-31	$76,098
2018 : POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-19,806
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$531,810
Total plan assets at beginning of year	2018-12-31	$551,616
Value of fidelity bond covering the plan	2018-12-31	$100,000
Other income received	2018-12-31	$-19,806
Net income (gross income less expenses)	2018-12-31	$-19,806
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$531,810
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$551,616
Assets. Value of participant loans	2018-12-31	$133,975
2017 : POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$68,010
Expenses. Total of all expenses incurred	2017-12-31	$375
Total plan assets at end of year	2017-12-31	$551,616
Total plan assets at beginning of year	2017-12-31	$483,981
Value of fidelity bond covering the plan	2017-12-31	$100,000
Assets. Value of loans (other than to participants)	2017-12-31	$142,972
Other income received	2017-12-31	$68,010
Net income (gross income less expenses)	2017-12-31	$67,635
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$551,616
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$483,981
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$375
2016 : POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$65,486
Expenses. Total of all expenses incurred	2016-12-31	$125,575
Benefits paid (including direct rollovers)	2016-12-31	$125,225
Total plan assets at end of year	2016-12-31	$483,981
Total plan assets at beginning of year	2016-12-31	$544,070
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$3,234
Other income received	2016-12-31	$62,252
Net income (gross income less expenses)	2016-12-31	$-60,089
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$483,981
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$544,070
Assets. Value of participant loans	2016-12-31	$52,153
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$350
2015 : POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-41,538
Expenses. Total of all expenses incurred	2015-12-31	$319,534
Benefits paid (including direct rollovers)	2015-12-31	$319,284
Total plan assets at end of year	2015-12-31	$544,070
Total plan assets at beginning of year	2015-12-31	$905,142
Value of fidelity bond covering the plan	2015-12-31	$100,000
Other income received	2015-12-31	$-41,538
Net income (gross income less expenses)	2015-12-31	$-361,072
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$544,070
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$905,142
Assets. Value of participant loans	2015-12-31	$49,758
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$250
2014 : POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$35,475
Expenses. Total of all expenses incurred	2014-12-31	$30,250
Benefits paid (including direct rollovers)	2014-12-31	$30,000
Total plan assets at end of year	2014-12-31	$905,142
Total plan assets at beginning of year	2014-12-31	$899,917
Value of fidelity bond covering the plan	2014-12-31	$100,000
Other income received	2014-12-31	$35,475
Net income (gross income less expenses)	2014-12-31	$5,225
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$905,142
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$899,917
Assets. Value of participant loans	2014-12-31	$59,194
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$250
2013 : POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$110,219
Expenses. Total of all expenses incurred	2013-12-31	$254
Total plan assets at end of year	2013-12-31	$899,917
Total plan assets at beginning of year	2013-12-31	$789,952
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$110,219
Net income (gross income less expenses)	2013-12-31	$109,965
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$899,917
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$789,952
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$254
2012 : POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$68,701
Expenses. Total of all expenses incurred	2012-12-31	$254
Total plan assets at end of year	2012-12-31	$789,952
Total plan assets at beginning of year	2012-12-31	$721,505
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$68,701
Net income (gross income less expenses)	2012-12-31	$68,447
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$789,952
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$721,505
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$254
2011 : POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-9,721
Expenses. Total of all expenses incurred	2011-12-31	$5,470
Total plan assets at end of year	2011-12-31	$721,505
Total plan assets at beginning of year	2011-12-31	$736,696
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$-9,721
Net income (gross income less expenses)	2011-12-31	$-15,191
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$721,505
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$736,696
Value of certain deemed distributions of participant loans	2011-12-31	$5,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$470
2010 : POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$1,007
Total income from all sources	2010-12-31	$74,125
Expenses. Total of all expenses incurred	2010-12-31	$33,693
Benefits paid (including direct rollovers)	2010-12-31	$33,693
Total plan assets at end of year	2010-12-31	$736,696
Total plan assets at beginning of year	2010-12-31	$697,271
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$74,125
Net income (gross income less expenses)	2010-12-31	$40,432
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$736,696
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$696,264

Form 5500 Responses for POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST

2020: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: POOLE ENGINEERING & SURVEYING, INC. 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	POOLE ENGINEERING & SURVEYING, INC
Employer identification number (EIN):	593109205
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1992-01-13
Company Identification Number:	V06132
Legal Registered Office Address:	2145 DELTA BLVD, SUITE 100 TALLAHASSEE 32303