How big is Gerald Hoots CPA PC's plan?

Gerald Hoots CPA PC's plan reported $2.8M in assets and 7 participants for 2024.

Original filing (PDF)20250918125403NAL0003197906001

Gerald Hoots CPA PC

Name: Gerald Hoots CPA PC — No More Deadlines Retirement, Form 5500 (2024)
Creator: Gerald Hoots CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

No More Deadlines Retirement Plan

401(k) retirement plan · Gerald Hoots CPA PC's No More Deadlines Retirement Plan held $2.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Gerald Hoots signed Gerald Hoots CPA PC's 2024 Form 5500 as plan administrator.

Gerald Hoots — 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

Gerald Hoots CPA PC's EIN is 93-0611726.

EIN 93-0611726

Plan number 001

Plan year 2024

ACK ID 20250918125403NAL0003197906001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GERALD HOOTS 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

GERALD HOOTS CPA PC

EIN

all filings

Address

PO BOX 7356 · SALEM, OR · 97303

Phone

(503) 585-1782

Industry

CPA Offices· Professional & Technical Services

Plan administrator