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UMS, INC. — UMS INC., PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240501215245NAL0045492706001
UMS, INC.
Form 5500-SF
FILING_RECEIVED
UMS INC., PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 18.5 mo
Active participants
12
Accounts w/ balance
12
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UMS, INC.
.
Find decision makers
Plan sponsor
Name
UMS, INC.
EIN
41-1595899
Address
6944 RESEDA BLVD. · RESEDA, CA · 91355
Phone
(888) 380-7528
Industry
Outpatient Care Centers
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2020-12-01
Tax period
2021-11-30
Filed
2024-05-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 18.5 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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