How big is David Appel, CPA, PC's plan?

David Appel, CPA, PC's plan reported $994K in assets and 1 participants for 2024.

Original filing (PDF)20250718131916NAL0001857985001

David Appel, CPA, PC

Name: David Appel, CPA, PC — Appel & Company 401(k) Plan, Form 5500 (2024)
Creator: David Appel, CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Appel & Company 401(k) Plan

401(k) retirement plan · David Appel, CPA, PC's Appel & Company 401(k) Plan held $994K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$994K

Net assets (EOY)

$973K

People on this filing

David Appel signed David Appel, CPA, PC's 2024 Form 5500 as plan administrator.

David Appel — 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 Appel, CPA, PC's EIN is 80-0010489.

EIN 80-0010489

Plan number 001

Plan year 2024

ACK ID 20250718131916NAL0001857985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Appel, CPA, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

DAVID APPEL, CPA, PC

EIN

all filings

Address

26880 NW DORLAND ROAD · NORTH PLAINS, OR · 97133

Phone

(503) 643-9000

Industry

CPA Offices· Professional & Technical Services

Plan administrator