How big is Scott B. Umstead, PA's plan?

Scott B. Umstead, PA's plan reported $1.1M in assets and 13 participants for 2025.

Original filing (PDF)20260126145742NAL0001888337001

Scott B. Umstead, PA

Name: Scott B. Umstead, PA — Scott B. Umstead P.A. 401(k), Form 5500 (2025)
Creator: Scott B. Umstead, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott B. Umstead P.A. 401(k) Plan

401(k) retirement plan · Scott B. Umstead, PA's Scott B. Umstead P.A. 401(k) Plan held $1.1M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Scott B Umstead signed Scott B. Umstead, PA's 2025 Form 5500 as plan administrator.

Scott B Umstead — 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

Scott B. Umstead, PA's EIN is 56-2210114.

EIN 56-2210114

Plan number 001

Plan year 2025

ACK ID 20260126145742NAL0001888337001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Scott B. Umstead, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Scott B. Umstead, PA'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 SCOTT B. UMSTEAD, PA.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off