How big is Underhill Associates' plan?

Underhill Associates' plan reported $17K in assets and 13 participants for 2023.

Original filing (PDF)20250430094753NAL0001729537001

Underhill Associates

Name: Underhill Associates — Underhill Associates CBS, Form 5500 (2023)
Creator: Underhill Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Underhill Associates CBS Benefit Plan

Health & welfare plan · Underhill Associates' Underhill Associates CBS Benefit Plan held $17K in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$17K

Net assets (EOY)

$4K

People on this filing

Joseph HSU signed Underhill Associates' 2023 Form 5500 as plan administrator.

Joseph HSU — 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

Underhill Associates' EIN is 61-1161919.

EIN 61-1161919

Plan number 501

Plan year 2023

ACK ID 20250430094753NAL0001729537001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Underhill Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Underhill Associates' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score