How big is Poole Brooke Plumlee PC's plan?

Poole Brooke Plumlee PC's plan reported $11.7M in assets and 32 participants for 2024.

Original filing (PDF)20250724145550NAL0014138002001

Poole Brooke Plumlee PC

Name: Poole Brooke Plumlee PC — Poole Brooke Plumlee PC, Form 5500 (2024)
Creator: Poole Brooke Plumlee PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Poole Brooke Plumlee PC 401(k) Plan

401(k) retirement plan · Poole Brooke Plumlee PC's Poole Brooke Plumlee PC 401(k) Plan held $11.7M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.7M

People on this filing

J Bryan Plumlee signed Poole Brooke Plumlee PC's 2024 Form 5500 as plan administrator.

J Bryan Plumlee — 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 Brooke Plumlee PC's EIN is 54-1414013.

EIN 54-1414013

Plan number 001

Plan year 2024

ACK ID 20250724145550NAL0014138002001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Poole Brooke Plumlee PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 BROOKE PLUMLEE PC.

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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