2023 Form 5500 filing — Umh Properties, Inc. 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 20241011180818NAL0022492049001) for Umh Properties, Inc. 401(K) Plan, reported by Umh Properties, Inc. under EIN 22-1890929 and plan number 001. It reports 645 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011180818NAL0022492049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Umh Properties, Inc.
- EIN
- 22-1890929
- Plan number
- 001
- Location
- Freehold, NJ
- Participants
- 645
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,507,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,507,741
- Employer contributions
- $985,804
- Participant contributions
- $1,938,659
- Total income / additions
- $5,430,408
- Benefits paid
- $1,768,816
- Administrative expenses
- $150,012
- Total expenses
- $1,918,828
- Net increase / (decrease)
- $3,511,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $136,278 | $0 |
| Newport Capital Group | INVESTMENT ADVISORY | $0 | $25,249 |
| J.P. Morgan Securities LLC | INVESTMENT ADVISORY | $13,723 | $1 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |