Plan5500

Umc, Inc. 401(K) P/S Plan — Form 5500 plan (Umc, 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, Umc, Inc. 401(K) P/S Plan is a benefit plan reported by Umc, Inc. under EIN 87-0326366 and plan number 002. The latest loaded filing year is 2023. The filing reports 528 participants and $9,197,753 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Umc, Inc.
EIN
87-0326366
Plan number
002
Plan type
2
Location
Springville, UT
Latest filing year
2023
Participants
528
End-of-year plan assets
$9,197,753

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023528H, C20241015131357NAL0048067264001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,197,753
Total liabilities (EOY)
$0
Net assets (EOY)
$9,197,753
Net assets (BOY)
$7,185,570

Income & contributions

Employer contributions
$776,398
Participant contributions
$1,007,921
Total contributions
$1,954,854
Total income / additions
$3,232,157

Expenses & distributions

Benefits paid
$1,138,797
Administrative expenses
$19,508
Total expenses
$1,219,974
Net increase / (decrease)
$2,012,183

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PaiTPA$24,912not reported in the loaded dataset2023
Dfpg Investments, LLCINVESTMENT ADVISOR$22,122not reported in the loaded dataset2023
Pai TrustNONE$13,852not reported in the loaded dataset2023
Ascensus LLCNONE$9,694$02023

Related Form 5500 pages