Law Office Of Gary R. Poole, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Law Office Of Gary R. Poole, P.A.
  • Sponsor EIN: 561962607
  • Sponsor Address: 100 TIMBERHILL PL, CHAPEL HILL, NC, 27514
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $3.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$3.0M$0$30,491
20232$2.7M$30,000$28,392
20222$2.3M$21,532$27,292

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