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

Form 5500-SF

FILING_RECEIVED

APPEL & COMPANY 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$994K

Net assets (EOY)

$973K

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).

Decision-maker contacts

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

Plan sponsor

Name

DAVID APPEL, CPA, PC

EIN

80-0010489

Address

26880 NW DORLAND ROAD · NORTH PLAINS, OR · 97133

Phone

(503) 643-9000

Industry