Umpco, Inc. Employees' Pension Plan — Form 5500 plan (Umpco, Inc)

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, Umpco, Inc. Employees' Pension Plan is a benefit plan reported by Umpco, Inc under EIN 95-2431216 and plan number 001. The latest loaded filing year is 2023. The filing reports 106 participants and $6,877,894 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Umpco, Inc
EIN
95-2431216
Plan number
001
Plan type
2
Location
Garden Grove, CA
Latest filing year
2023
Participants
106
End-of-year plan assets
$6,877,894

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023106H, C20240917181411NAL0003224337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,877,894
Total liabilities (EOY)
$0
Net assets (EOY)
$6,877,894
Net assets (BOY)
$6,116,367

Income & contributions

Employer contributions
$130,000
Total contributions
$130,000
Total income / additions
$1,119,425

Expenses & distributions

Benefits paid
$348,009
Administrative expenses
$9,889
Total expenses
$357,898
Net increase / (decrease)
$761,527

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
National Financial ServicesNONE$9,829not reported in the loaded dataset2023

Related Form 5500 pages