How big is Robert A. Underhill P.C.'s plan?

Robert A. Underhill P.C.'s plan reported $2.1M in assets and 8 participants for 2022.

Original filing (PDF)20230505193217NAL0032482528001

Robert A. Underhill P.C.

Name: Robert A. Underhill P.C. — Robert A. Underhill P.C., Form 5500 (2022)
Creator: Robert A. Underhill P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert A. Underhill P.C. 401(k) P/S Plan

401(k) retirement plan · Robert A. Underhill P.C.'s Robert A. Underhill P.C. 401(k) P/S Plan held $2.1M in plan assets for 8 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

AMY Bockelman signed Robert A. Underhill P.C.'s 2022 Form 5500 as plan administrator.

AMY Bockelman — 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

Robert A. Underhill P.C.'s EIN is 75-3053479.

EIN 75-3053479

Plan number 001

Plan year 2022

ACK ID 20230505193217NAL0032482528001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Robert A. Underhill P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Robert A. Underhill P.C.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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