How big is Thomas J. Ueberschaer, P.A.'s plan?

Thomas J. Ueberschaer, P.A.'s plan reported $3.8M in assets and 9 participants for 2024.

Original filing (PDF)20250910102621NAL0013105603001

Thomas J. Ueberschaer, P.A.

Name: Thomas J. Ueberschaer, P.A. — Thomas J Ueberschaer, Form 5500 (2024)
Creator: Thomas J. Ueberschaer, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas J Ueberschaer PA Profit Sharing Plan & Trust

401(k) retirement plan · Thomas J. Ueberschaer, P.A.'s Thomas J Ueberschaer PA Profit Sharing Plan & Trust held $3.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Thomas J. Ueberschaer, P.A.'s EIN is 59-3116259.

EIN 59-3116259

Plan number 001

Plan year 2024

ACK ID 20250910102621NAL0013105603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas J. Ueberschaer, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas J. Ueberschaer, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS J. UEBERSCHAER, P.A..

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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