How big is Winston C. Umali MD PC's plan?

Winston C. Umali MD PC's plan reported $1.5M in assets and 4 participants for 2024.

Original filing (PDF)20250612104236NAL0016452625001

Winston C. Umali MD PC

Name: Winston C. Umali MD PC — Winston C. Umali MD PC, Form 5500 (2024)
Creator: Winston C. Umali MD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winston C. Umali MD PC 401(k) Plan

401(k) retirement plan · Winston C. Umali MD PC's Winston C. Umali MD PC 401(k) Plan held $1.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Winston C. Umali signed Winston C. Umali MD PC's 2024 Form 5500 as plan administrator.

Winston C. Umali — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Winston C. Umali MD PC's EIN is 26-3938951.

EIN 26-3938951

Plan number 001

Plan year 2024

ACK ID 20250612104236NAL0016452625001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winston C. Umali MD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winston C. Umali MD PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINSTON C. UMALI MD PC.

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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