Plan5500

Udall Shumway Plc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Udall Shumway Plc (EIN 03-0500527) is a plan sponsor located in Mesa, AZ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
03-0500527
Location
Mesa, AZ
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Udall Shumway Plc

  • 1 loaded plans hold $12.6M in reported assets.
  • The largest, Udall Shumway Plc 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 85 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.6MSummed across loaded plans$12,582,269
Total reported assets$12.6M$12,582,269
Total reported participants85
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.6M total assets
Net assets$12.6MLiabilities$0
Contributions & income
Employer contributions$170.8K
Participant contributions$414.3K
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.3M
Net increase / (decrease)$236K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Udall Shumway Plc 401(K) Profit Sharing Plan
Participants per plan85Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Udall Shumway Plc 401(K) Profit Sharing Plan$12.6M
    Plan #001 · 85 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Udall Shumway Plc. Open one for its full reported snapshot.

  1. 2023
    Udall Shumway Plc 401(K) Profit Sharing Plan85 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Udall Shumway Plc report on Form 5500?
Udall Shumway Plc (EIN 03-0500527) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Udall Shumway Plc?
The Employer Identification Number (EIN) reported for Udall Shumway Plc is 03-0500527.
What is the latest Form 5500 filing year for Udall Shumway Plc?
The latest loaded Form 5500 filing year for Udall Shumway Plc is 2023.

Related Form 5500 pages