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

David OASE CPA, PC's plan reported $521K in assets and 8 participants for 2025.

Original filing (PDF)20260522164103NAL0007074242001

David OASE CPA, PC

Name: David OASE CPA, PC — David OASE CPA, PC 401(k) P/S, Form 5500 (2025)
Creator: David OASE CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David OASE CPA, PC 401(k) P/S Plan

401(k) retirement plan · David OASE CPA, PC's David OASE CPA, PC 401(k) P/S Plan held $521K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$521K

Net assets (EOY)

$521K

People on this filing

David OASE signed David OASE CPA, PC's 2025 Form 5500 as plan administrator.

David OASE — 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 OASE CPA, PC's EIN is 86-0645419.

EIN 86-0645419

Plan number 001

Plan year 2025

ACK ID 20260522164103NAL0007074242001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David OASE CPA, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David OASE CPA, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 OASE 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