Uma Enterprises Group Holdings, Inc.ESOP
UMA ENTERPRISES EMPLOYEE STOCK OWNERSHIP PLAN · COMPTON, CA · plan year 2024
Uma Enterprises Group Holdings, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $159,275 across 247 participant accounts, with employer contributions averaging $0 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in California (9,292nd of 9,483), and 779th of 786 in management of companies. active participation has shrunk from 129 to 104 since 2022.
Uma Enterprises Group Holdings, Inc.'s 2024 employer contribution ran below the $540 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 471009207 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.