How big is Poole Accounting LLC's plan?

Poole Accounting LLC's plan reported $508K in assets and 13 participants for 2024.

Original filing (PDF)20250527152315NAL0017371378001

Poole Accounting LLC

Name: Poole Accounting LLC — Form 5500 (2024)
Creator: Poole Accounting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Poole Accounting LLC held $508K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$508K

Net assets (EOY)

$508K

People on this filing

Justin Poole signed Poole Accounting LLC's 2024 Form 5500 as plan administrator.

Justin Poole — 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

Poole Accounting LLC's EIN is 27-1557251.

EIN 27-1557251

Plan number 001

Plan year 2024

ACK ID 20250527152315NAL0017371378001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Poole Accounting LLC's 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 POOLE ACCOUNTING LLC.

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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

POOLE ACCOUNTING LLC

EIN

all filings

Address

34 DEFENSE ST · SUITE 200 · ANNAPOLIS, MD · 21401

Phone

(410) 224-8838

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-27

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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