Original filing (PDF)20240404102845NAL0026069362001

UMBRELLA MEDICAL SYSTEMS INC

Name: UMBRELLA MEDICAL SYSTEMS INC — UMBRELLA MEDICAL SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: UMBRELLA MEDICAL SYSTEMS INC

Form 5500-SF

FILING_RECEIVED

UMBRELLA MEDICAL SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UMBRELLA MEDICAL SYSTEMS INC.

Plan sponsor

Name

UMBRELLA MEDICAL SYSTEMS INC

EIN

20-4288075

Address

505 WALNUT STREET #1 · KANSAS CITY, MO · 64106

Phone

(816) 437-7265

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

B2B ACQUISITIONS, INC. DBA SOLVARIA

SOLVARIA RETIREMENT PLAN

$2.1M · 21 participants

ASSURANCE TECHNOLOGY MANAGEMENT, INC.

EMPLOYEE PROFIT SHARING PLAN OF ASSURANCE TECHNOLOGY MANAGEMENT, INC.

$2.1M · 1 participants

AGILARC, LLC

AGILARC, LLC 401(K) PLAN

$2.1M · 14 participants

STRUNK, LLC

STRUNK LLC SECTION 401(K) PROFIT SHARING PLAN

$2.1M · 7 participants

BANCROFT TECHNOLOGY GROUP INC.

BANCROFT TECHNOLOGY GROUP 401(K) PLAN