How big is Michael D. Upwall PC's plan?

Michael D. Upwall PC's plan reported $1.7M in assets and 16 participants for 2024.

Original filing (PDF)20251009160545NAL0003740931001

Michael D. Upwall PC

Name: Michael D. Upwall PC — Michael D. Upwall PC Cash, Form 5500 (2024)
Creator: Michael D. Upwall PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael D. Upwall PC Cash Balance Pension Plan

Defined-benefit pension plan · Michael D. Upwall PC's Michael D. Upwall PC Cash Balance Pension Plan held $1.7M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Tammy Taylor signed Michael D. Upwall PC's 2024 Form 5500 as plan administrator.

Tammy Taylor — 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

Michael D. Upwall PC's EIN is 46-0515220.

EIN 46-0515220

Plan number 002

Plan year 2024

ACK ID 20251009160545NAL0003740931001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael D. Upwall PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael D. Upwall PC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL D. UPWALL PC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score