How big is UMS, Inc.'s plan?

UMS, Inc.'s plan reported $2.0M in assets and 4 participants for 2023.

Original filing (PDF)20240501221455NAL0018612659001

UMS, Inc.

Name: UMS, Inc. — UMS,Inc. Retirement Plan, Form 5500 (2023)
Creator: UMS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UMS,Inc. Retirement Plan

Defined-benefit pension plan · UMS, Inc.'s UMS,Inc. Retirement Plan held $2.0M in plan assets for 4 participants in 2023.

Signals · 1

Late filing · 18.5 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Bardia Danesh signed UMS, Inc.'s 2023 Form 5500 as plan administrator.

Bardia Danesh — 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

UMS, Inc.'s EIN is 41-1595899.

EIN 41-1595899

Plan number 002

Plan year 2023

ACK ID 20240501221455NAL0018612659001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for UMS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

UMS, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 18.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

UMS, INC.

EIN

all filings

Address

20058 VENTURA BLVD., #295 · WOODLAND HILLS, CA · 91364

Phone

(888) 380-7528

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2020-12-01

Tax period

2021-11-30

Filed

2024-05-01

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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