How many benefit plans does Umi Company, Inc. report on Form 5500?

Umi Company, Inc. (EIN 41-1397026) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Umi Company, Inc.?

The Employer Identification Number (EIN) reported for Umi Company, Inc. is 41-1397026.

What is the latest Form 5500 filing year for Umi Company, Inc.?

The latest loaded Form 5500 filing year for Umi Company, Inc. is 2023.

Umi Company, 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, Umi Company, Inc. (EIN 41-1397026) is a plan sponsor located in Hopkins, MN 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: 41-1397026
Location: Hopkins, MN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $12,738,138
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $12,738,138

Contributions & income

Employer contributions: $295,907
Participant contributions: $604,384
Total income / additions: $3,488,471

Expenses & distributions

Benefits paid / distributions: $1,623,280
Total expenses: $1,655,370
Net increase / (decrease): $1,833,101

Coverage

Total reported participants: 402
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

Umi Company, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Umi Company, Inc. Profit Sharing 401(K) Plan	001	206	$12,738,138	2023
Upper Midwest Industries, Inc. Flexible Contribution Account Plan	505	196	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Umi Company, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Upper Midwest Industries, Inc. Flexible Contribution Account Plan	196	—	20250303143217NAL0005618641001
2023	Umi Company, Inc. Profit Sharing 401(K) Plan	206	H, C	20250711114202NAL0017055602001