How big is David Merfeld CPA PC's plan?

David Merfeld CPA PC's plan reported $2.0M in assets and 4 participants for 2025.

Original filing (PDF)20260430135742NAL0006426051001

David Merfeld CPA PC

Name: David Merfeld CPA PC — David Merfeld CPA PC 401(k), Form 5500 (2025)
Creator: David Merfeld CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Merfeld CPA PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · David Merfeld CPA PC's David Merfeld CPA PC 401(k) Profit Sharing Plan & Trust held $2.0M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

David Merfeld signed David Merfeld CPA PC's 2025 Form 5500 as plan administrator.

David Merfeld — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David Merfeld CPA PC's EIN is 04-3087564.

EIN 04-3087564

Plan number 001

Plan year 2025

ACK ID 20260430135742NAL0006426051001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David Merfeld CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David Merfeld CPA PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID MERFELD CPA PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off