Umansky Automotive Group Profit Sharing And Employee Savings Plan — Form 5500 plan (Umansky Umg, LLC Dba Umansky Motor Cars)
Plain-English plan 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, Umansky Automotive Group Profit Sharing And Employee Savings Plan is a benefit plan reported by Umansky Umg, LLC Dba Umansky Motor Cars under EIN 81-0685770 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,076 participants and $18,073,915 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Umansky Umg, LLC Dba Umansky Motor Cars
- EIN
- 81-0685770
- Plan number
- 001
- Plan type
- 2
- Location
- Milwakee, WI
- Latest filing year
- 2023
- Participants
- 1,076
- End-of-year plan assets
- $18,073,915
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,076 | H, C | 20241118105638NAL0000938675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,073,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,073,915
- Net assets (BOY)
- $14,764,094
Income & contributions
- Employer contributions
- $344,463
- Participant contributions
- $1,598,824
- Total contributions
- $2,639,419
- Total income / additions
- $5,073,150
Expenses & distributions
- Benefits paid
- $1,658,780
- Administrative expenses
- $104,549
- Total expenses
- $1,763,329
- Net increase / (decrease)
- $3,309,821
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISORY | $46,664 | not reported in the loaded dataset | 2023 |
| My Benefits, LLC | CONTRACT ADMIN | $6,358 | $7,673 | 2023 |
| Empower Annuity Ins Co Of Amer | RECORDKEEPER | $4,114 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Umansky Umg, LLC Dba Umansky Motor Cars
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwakee, WI
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- My Benefits, LLC — Schedule C compensation
- Empower Annuity Ins Co Of Amer — Schedule C compensation