How big is Robert J Appel's plan?

Robert J Appel's plan reported $87K in assets and 2 participants for 2022.

Original filing (PDF)20230705094744NAL0013222513001

Robert J Appel

Name: Robert J Appel — Robert J Appel 401(k) Profit, Form 5500 (2022)
Creator: Robert J Appel
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert J Appel 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Robert J Appel's Robert J Appel 401(k) Profit Sharing Plan & Trust held $87K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

People on this filing

Laudia Shepherd signed Robert J Appel's 2022 Form 5500 as plan administrator.

Laudia Shepherd — 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

Robert J Appel's EIN is 13-3867999.

EIN 13-3867999

Plan number 001

Plan year 2022

ACK ID 20230705094744NAL0013222513001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Robert J Appel from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Robert J Appel's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT J APPEL.

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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

Helping the score