Who sponsors the U.M.C., Inc Employee 401(K) Plan?

U.M.C., Inc Employee 401(K) Plan is reported as sponsored by U.M.C., Inc. (EIN 41-0970352, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for U.M.C., Inc Employee 401(K) Plan?

The latest Form 5500 filing year loaded for U.M.C., Inc Employee 401(K) Plan is 2023.

How many participants does U.M.C., Inc Employee 401(K) Plan report?

U.M.C., Inc Employee 401(K) Plan reports 281 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for U.M.C., Inc Employee 401(K) Plan?

U.M.C., Inc Employee 401(K) Plan reports $23,407,326 in end-of-year plan assets in its latest loaded Form 5500 filing.

U.M.C., Inc Employee 401(K) Plan — Form 5500 plan (U.M.C., 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, U.M.C., Inc Employee 401(K) Plan is a benefit plan reported by U.M.C., Inc. under EIN 41-0970352 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $23,407,326 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: U.M.C., Inc.
EIN: 41-0970352
Plan number: 001
Plan type: 2
Location: Monticello, MN
Latest filing year: 2023
Participants: 281
End-of-year plan assets: $23,407,326

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	281	H, C	20240911152732NAL0014625602001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $23,407,326
Total liabilities (EOY): $0
Net assets (EOY): $23,407,326
Net assets (BOY): $20,457,828

Income & contributions

Employer contributions: $694,296
Participant contributions: $1,345,790
Total contributions: $2,113,838
Total income / additions: $5,470,723

Expenses & distributions

Benefits paid: $2,461,064
Administrative expenses: $60,161
Total expenses: $2,521,225
Net increase / (decrease): $2,949,498

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Sageview Advisory Group, LLC	INVESTMENT ADVISOR	$25,511	not reported in the loaded dataset	2023
Jpmorgan Invest Holdings LLC	RECORDKEEPER	$20,650	$0	2023
Redpath And Company LLC	AUDITOR	$14,000	not reported in the loaded dataset	2023