Umh Properties, Inc. 401(K) Plan — Form 5500 plan (Umh Properties, Inc.)
Plain-English plan 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, Umh Properties, Inc. 401(K) Plan is a benefit plan reported by Umh Properties, Inc. under EIN 22-1890929 and plan number 001. The latest loaded filing year is 2023. The filing reports 645 participants and $27,507,741 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Umh Properties, Inc.
- EIN
- 22-1890929
- Plan number
- 001
- Plan type
- 2
- Location
- Freehold, NJ
- Latest filing year
- 2023
- Participants
- 645
- End-of-year plan assets
- $27,507,741
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 645 | H, C | 20241011180818NAL0022492049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,507,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,507,741
- Net assets (BOY)
- $23,996,161
Income & contributions
- Employer contributions
- $985,804
- Participant contributions
- $1,938,659
- Total contributions
- $2,933,789
- Total income / additions
- $5,430,408
Expenses & distributions
- Benefits paid
- $1,768,816
- Administrative expenses
- $150,012
- Total expenses
- $1,918,828
- Net increase / (decrease)
- $3,511,580
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $136,278 | $0 | 2023 |
| Newport Capital Group | INVESTMENT ADVISORY | $0 | $25,249 | 2023 |
| J.P. Morgan Securities LLC | INVESTMENT ADVISORY | $13,723 | $1 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Umh Properties, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Freehold, NJ
- Principal Life Insurance Company — Schedule C compensation
- Newport Capital Group — Schedule C compensation
- J.P. Morgan Securities LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation