How big is Daniel B. Apple's plan?

Daniel B. Apple's plan reported $1.8M in assets and 3 participants for 2025.

Original filing (PDF)20260406113810NAL0006230449001

Daniel B. Apple

Name: Daniel B. Apple — Daniel B. Apple 401(k), Form 5500 (2025)
Creator: Daniel B. Apple
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel B. Apple 401(k)

401(k) retirement plan · Daniel B. Apple's Daniel B. Apple 401(k) held $1.8M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Daniel B. Apple signed Daniel B. Apple's 2025 Form 5500 as plan administrator.

Daniel B. Apple — 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

Daniel B. Apple's EIN is 68-0229798.

EIN 68-0229798

Plan number 001

Plan year 2025

ACK ID 20260406113810NAL0006230449001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Daniel B. Apple from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Daniel B. Apple's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL B. APPLE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Plan sponsor

Name

DANIEL B. APPLE

EIN

all filings

Address

565 BRUNSWICK ROAD, STE# 8 · GRASS VALLEY, CA · 95945

Phone

(530) 272-1345

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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

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