How big is Charlton Underwood's plan?

Charlton Underwood's plan reported $515K in assets and 1 participants for 2022.

Original filing (PDF)20230531060853NAL0019250225001

Charlton Underwood

Name: Charlton Underwood — Charlton Underwood 401(k) Plan, Form 5500 (2022)
Creator: Charlton Underwood
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlton Underwood 401(k) Plan

401(k) retirement plan · Charlton Underwood's Charlton Underwood 401(k) Plan held $515K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$515K

Net assets (EOY)

$515K

People on this filing

Nancy Weisser signed Charlton Underwood's 2022 Form 5500 as plan administrator.

Nancy Weisser — 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

Charlton Underwood's EIN is 90-1073002.

EIN 90-1073002

Plan number 001

Plan year 2022

ACK ID 20230531060853NAL0019250225001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Charlton Underwood from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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