Plan Snapshot
- Plan Sponsor: Brian N. Poole Cpa, P.C.
- Sponsor EIN: 460984717
- Sponsor Address: 2977 S NELSON STREET, LAKEWOOD, CO, 80227
- Plan Type: DC
- Total Participants: 1
- Total Assets: $40,982
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $40,982 | $0 | $0 |
| 2023 | 1 | $50,269 | $0 | $0 |
| 2022 | 1 | $46,775 | $0 | $0 |