Umgc Ventures, Inc. — 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, Umgc Ventures, Inc. (EIN 81-2898004) is a plan sponsor located in Bethesda, MD with 2 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
81-2898004
Location
Bethesda, MD
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$17,867,271
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$17,867,271

Contributions & income

Employer contributions
$1,420,248
Participant contributions
$1,322,733
Total income / additions
$5,556,796

Expenses & distributions

Benefits paid / distributions
$1,783,380
Total expenses
$1,841,034
Net increase / (decrease)
$3,715,762

Coverage

Total reported participants
372
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Umgc Ventures, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Umgc Ventures, Inc. 401(K) Plan001220$17,867,2712023
Umgc Ventures, Inc. Employee Benefits Plan501152not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Umgc Ventures, Inc.
YearPlanParticipantsSchedulesFiling
2023Umgc Ventures, Inc. Employee Benefits Plan15220240607171739NAL0023952097001
2023Umgc Ventures, Inc. 401(K) Plan220H, C20240725131150NAL0014115953001

Related Form 5500 pages