How big is David R Motes, CPA's plan?

David R Motes, CPA's plan reported $102K in assets and 2 participants for 2024.

Original filing (PDF)20250906051136NAL0030015552001

David R Motes, CPA

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

Form 5500-SF

FILING_RECEIVED

David R Motes CPA 401(k) Plan

401(k) retirement plan · David R Motes, CPA's David R Motes CPA 401(k) Plan held $102K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

People on this filing

David Motes signed David R Motes, CPA's 2024 Form 5500 as plan administrator.

David Motes — 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 R Motes, CPA's EIN is 83-0442131.

EIN 83-0442131

Plan number 001

Plan year 2024

ACK ID 20250906051136NAL0030015552001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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