How big is Charles R. Underwood, Inc.'s plan?

Charles R. Underwood, Inc.'s plan reported $825K in assets and 100 participants for 2023.

Original filing (PDF)20250715053852NAL0001101587001

Charles R. Underwood, Inc.

Name: Charles R. Underwood, Inc. — Charles R. Underwood, Form 5500 (2023)
Creator: Charles R. Underwood, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles R. Underwood 401(k) Plan

401(k) retirement plan · Charles R. Underwood, Inc.'s Charles R. Underwood 401(k) Plan held $825K in plan assets for 100 participants in 2023.

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$825K

Net assets (EOY)

$825K

Plan identifiers

Charles R. Underwood, Inc.'s EIN is 56-1722163.

EIN 56-1722163

Plan number 001

Plan year 2023

ACK ID 20250715053852NAL0001101587001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Charles R. Underwood, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Charles R. Underwood, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off