2023 Form 5500 filing — U.M.C., Inc Employee 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240911152732NAL0014625602001) for U.M.C., Inc Employee 401(K) Plan, reported by U.M.C., Inc. under EIN 41-0970352 and plan number 001. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911152732NAL0014625602001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.M.C., Inc.
- EIN
- 41-0970352
- Plan number
- 001
- Location
- Monticello, MN
- Participants
- 281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,407,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,407,326
- Employer contributions
- $694,296
- Participant contributions
- $1,345,790
- Total income / additions
- $5,470,723
- Benefits paid
- $2,461,064
- Administrative expenses
- $60,161
- Total expenses
- $2,521,225
- Net increase / (decrease)
- $2,949,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $25,511 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $20,650 | $0 |
| Redpath And Company LLC | AUDITOR | $14,000 | not reported in the loaded dataset |