Poole & Associates, Inc. 401(k) Plan (terminated 2013): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2013, when $9.07 million was transferred out of the plan. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Poole & Associates, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2013 filing.
Poole & Associates, Inc. 401(k) Plan Facts (plan year 2013)
Source: Form 5500 for plan year 2013 (Jan 1, 2013 – Jan 31, 2013), filed Oct 30, 2013. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2013
- $96 went into the plan in contributions, $96 of it from the employer (100%).
- $57,773 was paid out to participants.
- Investment and other income added $347,926.
How the Poole & Associates, Inc. 401(k) changed, 2009–2013
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2009 | 94 | $3.41 million | $282,883 | $176,468 |
| 2010 | 122 | $4.98 million | $366,668 | $58,834 |
| 2011 | 152 | $6.39 million | $478,571 | $214,151 |
| 2012 | 175 | $8.78 million | $682,121 | $216,837 |
| 2013 (final) | 177 | $0 | $96 | $57,773 |
Poole & Associates, Inc. 401(k) Contact Information
Questions about the Poole & Associates, Inc. 401(k)
Is the Poole & Associates, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2013.
Does Poole & Associates, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2013 the employer contributed $96, 100% of all contributions.
Does the Poole & Associates, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Poole & Associates, Inc 401(k) plan?
177 participants at the start of plan year 2013.
Who manages the Poole & Associates, Inc 401(k) accounts?
Empower is the plan's recordkeeper, which is where participants log in to see their balance.