· 2022–2024 · DOL EFAST2

Ubernosky & Associates LLC — Ubernosky & Associates, Form 5500 (2024)

Original filing (PDF)20250530163247NAL0005297411001

Ubernosky & Associates LLC

Form 5500-SF

FILING_RECEIVED

Ubernosky & Associates LLC 401(k) Plan

401(k) retirement plan · Ubernosky & Associates LLC's Ubernosky & Associates LLC 401(k) Plan held $2.5M in plan assets for 19 participants in 2024.

Active participants

19

Accounts w/ balance

16

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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

53

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

UBERNOSKY & ASSOCIATES LLC

EIN

85-4057447all filings

Address

820 GESSNER STE 1200 · HOUSTON, TX · 77024

Phone

(713) 935-0071

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

Williams Adams & Co. CPAS

Williams Adams & Co. CPAS 401(k) Profit Sharing Plan

$2.5M · 16 participants

Werner, Omeara & Co., PLLC

Werner, O'MEARA & Co. 401(k) Retirement Plan

$2.5M · 11 participants

YFF & Scholma, P.C.

YFF & Scholma, P.C. Employee Benefit Plan

$2.5M · 6 participants

John Kasperek Co., Inc.

John Kasperek Co. , Inc. Retirement Plan

$2.5M · 19 participants

PILC and Moseley LLC

PILC and Moseley LLC 401(k) Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.