2023 Form 5500 filing — Uma Enterprises Employee Stock Ownership 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 20241014185512NAL0053594930001) for Uma Enterprises Employee Stock Ownership Plan, reported by Uma Enterprises Group Holdings, Inc. under EIN 47-1009207 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$151.5KReported net assets$151,518
Participants245
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014185512NAL0053594930001
Plan sponsor
Uma Enterprises Group Holdings, Inc.
EIN
47-1009207
Plan number
001
Location
Compton, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$151.5K total assets
Net assets$151.5KLiabilities$0
Money in vs. money out
Total income / additions$18.4M
Total expenses$343.2K
Benefits paid / distributions$727
Contributions
Employer$1.1M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$151,518
Total liabilities (EOY)
$0
Net assets (EOY)
$151,518
Employer contributions
$1,145,816
Total income / additions
$18,399,695
Benefits paid
$727
Administrative expenses
$0
Total expenses
$343,180
Net increase / (decrease)
$18,056,515

Related Form 5500 pages