How big is Umberg Zipser LLP's plan?

Umberg Zipser LLP's plan reported $6.4M in assets and 10 participants for 2024.

Original filing (PDF)20250822155116NAL0005436929001

Umberg Zipser LLP

Name: Umberg Zipser LLP — Umberg Zipser LLP Cash Balance, Form 5500 (2024)
Creator: Umberg Zipser LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Umberg Zipser LLP Cash Balance Plan

Defined-benefit pension plan · Umberg Zipser LLP's Umberg Zipser LLP Cash Balance Plan held $6.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan identifiers

Umberg Zipser LLP's EIN is 46-4395817.

EIN 46-4395817

Plan number 002

Plan year 2024

ACK ID 20250822155116NAL0005436929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Umberg Zipser LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Umberg Zipser LLP'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 UMBERG ZIPSER LLP.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score