How big is UMC Ten Broeck, Inc.'s plan?

UMC Ten Broeck, Inc.'s plan reported $2.8M in assets and 36 participants for 2022.

Original filing (PDF)20231002152652NAL0035609954001

UMC Ten Broeck, Inc.

Name: UMC Ten Broeck, Inc. — UMC Incentive-Based, Form 5500 (2022)
Creator: UMC Ten Broeck, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UMC Incentive-Based Retirement Plan and Trust Agreement

401(k) retirement plan · UMC Ten Broeck, Inc.'s UMC Incentive-Based Retirement Plan and Trust Agreement held $2.8M in plan assets for 36 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Valerie Anderson signed UMC Ten Broeck, Inc.'s 2022 Form 5500 as plan administrator.

Valerie Anderson — 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

UMC Ten Broeck, Inc.'s EIN is 59-3167789.

EIN 59-3167789

Plan number 001

Plan year 2022

ACK ID 20231002152652NAL0035609954001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for UMC Ten Broeck, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

UMC Ten Broeck, Inc.'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 UMC TEN BROECK, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off