# Brian N. Poole Cpa, P.C. DC Plan
Source: https://planprovider.pro/companies/brian-n-poole-cpa-p-c-plan

> Brian N. Poole Cpa, P.C.'s DC plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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