Brian N. Poole CPA PC.
Plan context: Brian N. Poole CPA PC. Retirement Plan
EIN 46-0984717 • 13 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$40,982
2024 Contributions
$63,203
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $40,982 | $0 | - |
| Brian N. Poole CPA PC. Retirement Plan | - | 1 | $40,982 | - | - |
| 2023 | 1 | 1 | $50,269 | $0 | - |
| Brian N. Poole CPA PC. Retirement Plan | - | 1 | $50,269 | - | - |
| 2022 | 1 | 1 | $46,775 | $0 | - |
| Brian N. Poole CPA PC. Retirement Plan | - | 1 | $46,775 | - | - |
| 2021 | 1 | 1 | $38,792 | $0 | - |
| Brian N. Poole CPA PC. Retirement Plan | - | 1 | $38,792 | - | - |
| 2020 | 1 | 1 | $66,631 | $0 | - |
| Brian N. Poole CPA PC. Retirement Plan | - | 1 | $66,631 | - | - |
| 2019 | 1 | 1 | $39,746 | $0 | - |
| Brian N. Poole CPA PC. Retirement Plan | - | 1 | $39,746 | - | - |
| 2018 | 1 | 1 | $75,221 | $0 | - |
| Brian N. Poole CPA PC. Retirement Plan | - | 1 | $75,221 | - | - |
| 2017 | 1 | 1 | $69,427 | $0 | - |
| Brian N. Poole CPA PC. Retirement Plan | - | 1 | $69,427 | - | - |
| 2016 | 1 | 1 | $66,780 | $0 | - |
| Brian N. Poole CPA PC. Retirement Plan | - | 1 | $66,780 | - | - |
| 2015 | 1 | 1 | $61,739 | $0 | - |
| Brian N. Poole CPA PC. Retirement Plan | - | 1 | $61,739 | - | - |
| 2014 | 1 | 1 | $63,179 | $0 | - |
| Brian N. Poole CPA PC. Retirement Plan | - | 1 | $63,179 | - | - |
| 2013 | 1 | 1 | $60,298 | $0 | - |
| Brian N. Poole CPA PC. Retirement Plan | - | 1 | $60,298 | - | - |
| 2012 | 1 | 1 | $108,778 | $63,203 | $63,203iApproximate average salary by contribution assumption: employee only about $1,580,075 at 4% or $1,053,383 at 6%; with 50% employer match about $1,053,383 at 4% or $702,256 at 6%; with 100% employer match about $790,038 at 4% or $526,692 at 6%. |
| Brian N. Poole CPA PC. Retirement Plan | - | 1 | $108,778 | $63,203 | $63,203iApproximate average salary by contribution assumption: employee only about $1,580,075 at 4% or $1,053,383 at 6%; with 50% employer match about $1,053,383 at 4% or $702,256 at 6%; with 100% employer match about $790,038 at 4% or $526,692 at 6%. |