Original filing (PDF)20250728141851NAL0002175889001

MOTE & ASSOCIATES, INC.

Name: MOTE & ASSOCIATES, INC. — MOTE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: MOTE & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

MOTE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOTE & ASSOCIATES, INC..

Plan sponsor

Name

MOTE & ASSOCIATES, INC.

EIN

31-0924639

Address

214 W. FOURTH ST. · GREENVILLE, OH · 45331

Phone

(937) 548-7511

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

THE CONSULTING ENGINEERING GROUP, LLC

THE C E GROUP 401(K) PLAN

$3.4M · 3 participants

DALE ENGINEERING & SON, INC.

DALE ENGINEERING RETIREMENT TRUST

$3.4M · 48 participants

GEO BANCROFT ENGINEERING, LLC DB

BANCROFT ARCHITECTS & ENGINEERS 401(K) RETIREMENT PLAN

$3.4M · 53 participants

LANE ENGINEERING, INC.

LANE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

$3.4M · 26 participants

UTILITY MAPPING SERVICES, P.C.

UTILITY MAPPING SERVICES, INC. 401(K) SAVINGS PLAN