How big is Underwood Perkins, P.C.'s plan?

Underwood Perkins, P.C.'s plan reported $3.6M in assets and 18 participants for 2024.

Original filing (PDF)20250628154503NAL0010126705001

Underwood Perkins, P.C.

Name: Underwood Perkins, P.C. — Underwood Perkins, P.C., Form 5500 (2024)
Creator: Underwood Perkins, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Underwood Perkins, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Underwood Perkins, P.C.'s Underwood Perkins, P.C. 401(k) Profit Sharing Plan held $3.6M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

William J. Underwood, Jr. signed Underwood Perkins, P.C.'s 2024 Form 5500 as plan administrator.

William J. Underwood, Jr. — 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

Underwood Perkins, P.C.'s EIN is 75-1369863.

EIN 75-1369863

Plan number 001

Plan year 2024

ACK ID 20250628154503NAL0010126705001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Underwood Perkins, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Underwood Perkins, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off