U.M.C., 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, U.M.C., Inc. (EIN 41-0970352) is a plan sponsor located in Monticello, MN 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
41-0970352
Location
Monticello, MN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$23,407,326
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$23,407,326

Contributions & income

Employer contributions
$694,296
Participant contributions
$1,345,790
Total income / additions
$5,470,723

Expenses & distributions

Benefits paid / distributions
$2,461,064
Total expenses
$2,521,225
Net increase / (decrease)
$2,949,498

Coverage

Total reported participants
489
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

U.M.C., Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
U.M.C., Inc Employee 401(K) Plan001281$23,407,3262023
Ultra Machining Company, Inc. Group Welfare Benefits Plan501208not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for U.M.C., Inc.
YearPlanParticipantsSchedulesFiling
2023Ultra Machining Company, Inc. Group Welfare Benefits Plan20820240502163502NAL0028409457001
2023U.M.C., Inc Employee 401(K) Plan281H, C20240911152732NAL0014625602001

Related Form 5500 pages