How big is Uhlenbrock CPA, PC's plan?

Uhlenbrock CPA, PC's plan reported $425K in assets and 2 participants for 2024.

Original filing (PDF)20250725153904NAL0003272595001

Uhlenbrock CPA, PC

Name: Uhlenbrock CPA, PC — Uhlenbrock CPA PC Safe Harbor, Form 5500 (2024)
Creator: Uhlenbrock CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Uhlenbrock CPA PC Safe Harbor 401(k) Plan

401(k) retirement plan · Uhlenbrock CPA, PC's Uhlenbrock CPA PC Safe Harbor 401(k) Plan held $425K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$425K

Net assets (EOY)

$425K

People on this filing

Michael Uhlenbrock signed Uhlenbrock CPA, PC's 2024 Form 5500 as plan administrator.

Michael Uhlenbrock — 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

Uhlenbrock CPA, PC's EIN is 45-3859114.

EIN 45-3859114

Plan number 001

Plan year 2024

ACK ID 20250725153904NAL0003272595001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Uhlenbrock CPA, PC'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 UHLENBROCK 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