· 2022–2024 · DOL EFAST2

MARK W UNTERSEE & ASSOCIATES PC — MARK W UNTERSEE & ASSOCIATES PC 401K PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250717145102NAL0000485953001

MARK W UNTERSEE & ASSOCIATES PC

Form 5500-SF

FILING_RECEIVED

MARK W UNTERSEE & ASSOCIATES PC 401K PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$703K

Net assets (EOY)

$703K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARK W UNTERSEE & ASSOCIATES PC.

Plan sponsor

Name

MARK W UNTERSEE & ASSOCIATES PC

EIN

43-1548722all filings

Address

3100 BROADWAY BLVD STE 1200 · KANSAS CITY, MO · 641112658

Phone

(816) 531-1333

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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