Plan5500

Umatilla, FL Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Umatilla, FL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $17,421,961 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Umatilla

  • 2 loaded plans hold $17.4M in reported assets across 2 sponsors.
  • The largest, United Southern Bank Employees' 401(K) Plan, holds 100% of reported Umatilla plan assets.
  • Plans cover 285 participants — about 143 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.4MSummed across loaded plans$17,421,961
Total reported assets$17.4M$17,421,961
Total reported participants285
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.4M total assets
Net assets$17.4MLiabilities$0
Contributions & income
Employer contributions$379.9K
Participant contributions$633.7K
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributions$3.4M
Total expenses$3.4M
Net increase / (decrease)$922.9K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Umatilla, FL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Umatilla market comparison

Largest plan share of assets100%United Southern Bank Employees' 401(K) Plan
Participants per plan143Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Umatilla

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    United Southern Bank Employees' 401(K) Plan$17.4M
    United Southern Bank · 2023
  2. 2
    Florida Atlantic Iron Works, Inc Life Benefit Plannot reported in the loaded dataset
    Florida Atlantic Iron Works, Inc · 2023

Largest plans in Umatilla → · Umatilla plans by participants → · Umatilla plans with financial data → · Umatilla plans with provider compensation → · $1B+ plans in Umatilla →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Umatilla, FL?
2 plan(s) reported by 2 sponsor(s) are loaded for Umatilla, FL.

Related Form 5500 pages