How big is Pooler CPA Group, LLC's plan?

Pooler CPA Group, LLC's plan reported $198K in assets and 2 participants for 2024.

Original filing (PDF)20250731123332NAL0003063219001

Pooler CPA Group, LLC

Name: Pooler CPA Group, LLC — Pooler CPA Group, LLC 401(k), Form 5500 (2024)
Creator: Pooler CPA Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pooler CPA Group, LLC 401(k) Plan

401(k) retirement plan · Pooler CPA Group, LLC's Pooler CPA Group, LLC 401(k) Plan held $198K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

People on this filing

Shawn Pooler signed Pooler CPA Group, LLC's 2024 Form 5500 as plan administrator.

Shawn Pooler — 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

Pooler CPA Group, LLC's EIN is 82-4354021.

EIN 82-4354021

Plan number 001

Plan year 2024

ACK ID 20250731123332NAL0003063219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pooler CPA Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pooler CPA Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POOLER CPA GROUP, 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