Original filing (PDF)20230630073241NAL0016426466001

POOLE & ASSOCIATES, LLC

Name: POOLE & ASSOCIATES, LLC — POOLE & ASSOCIATES, LLC 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: POOLE & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

POOLE & ASSOCIATES, LLC 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POOLE & ASSOCIATES, LLC.

Plan sponsor

Name

POOLE & ASSOCIATES, LLC

EIN

47-1686472

Address

369 LEXINGTON AVENUE · SUITE 20A · NEW YORK, NY · 10017

Phone

(212) 679-1007

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-30

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

BAKEWELL & MULHARE, LLC

BAKEWELL & MULHARE, LLC 401(K) PROFIT SHARING PLAN

$1.3M · 6 participants

RACKERS & FERNANDEZ, LLC

RACKERS & FERNANDEZ, LLC CASH BALANCE PENSION PLAN

$1.3M · 2 participants

HARRISON & ASSOCIATES CPA PA

HARRISON & ASSOCIATES CPA PA 401(K) RETIREMENT PLAN

$1.3M · 7 participants

THE ROSELINE FINANCIAL GROUP LLC

THE ROSELINE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.3M · 13 participants

KUPER HILTON & KAMINSKI, INC.