How big is UMT Management Co., Inc.'s plan?

UMT Management Co., Inc.'s plan reported $2.1M in assets and 4 participants for 2024.

Original filing (PDF)20250531161823NAL0009242433001

UMT Management Co., Inc.

Name: UMT Management Co., Inc. — UMT Management Co., Inc., Form 5500 (2024)
Creator: UMT Management Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UMT Management Co., Inc. Profit Sharing Plan

Defined-contribution retirement plan · UMT Management Co., Inc.'s UMT Management Co., Inc. Profit Sharing Plan held $2.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

UMT Management Co., Inc.'s EIN is 23-2151793.

EIN 23-2151793

Plan number 003

Plan year 2024

ACK ID 20250531161823NAL0009242433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for UMT Management Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

UMT Management Co., Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UMT MANAGEMENT CO., INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score