How big is Updegraff Accounting, Inc.'s plan?

Updegraff Accounting, Inc.'s plan reported $811 in assets and 2 participants for 2024.

Original filing (PDF)20250729141615NAL0003442433001

Updegraff Accounting, Inc.

Name: Updegraff Accounting, Inc. — Updegraff Accounting, Form 5500 (2024)
Creator: Updegraff Accounting, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Updegraff Accounting, Inc. SOCA Benefit Plan

Health & welfare plan · Updegraff Accounting, Inc.'s Updegraff Accounting, Inc. SOCA Benefit Plan held $811 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$811

Net assets (EOY)

$287

People on this filing

Matt Appenzeller signed Updegraff Accounting, Inc.'s 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Updegraff Accounting, Inc.'s EIN is 27-1457907.

EIN 27-1457907

Plan number 501

Plan year 2024

ACK ID 20250729141615NAL0003442433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Updegraff Accounting, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Updegraff Accounting, Inc.'s plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPDEGRAFF ACCOUNTING, INC..

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score