Umbach Financial Group, LLC
Florida
Registered In
11/22/2000
Incorp. Date
Company Summary
Umbach Financial Group, LLC at 525 S Flagler Dr STE 100, West Palm Beach, FL 33401 lists Rockland Financial Fund, Llc of West Palm Beach, FL as the associate.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Florida Limited Liability Co.
- Status
- Active
- EIN
- 65-1059373
- ****@joesfinancial.com
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- SEC | EDGAR Sunbiz Trellis.Law Recent News
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Umbach Joseph A
Registered Agent
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525 S FLAGLER DR, WEST PALM BEACH, FL 33401
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Rockland Financial Fund, Llc
Managing Member
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525 S FLAGLER DR, WEST PALM BEACH, FL 33401
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525 S FLAGLER DR STE 100, WEST PALM BEACH, FL 33401
View Map
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Ufg
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West Palm Beach, FL |
Financial Information for Umbach Financial Group, LLC
Form 5500
UMBACH FINANCIAL GROUP, LLC
525 South Flagler Dr. STE 100, West Palm Beach, FL 33401 (561) 805-9825 EIN:65-1059373 Plan Admin:Gigi Iza| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameUMBACH FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 17 Assets BOY/EOY$78,685 / $111,839 | 2023 | UMBACH FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 12 / 17 | $78,685 / $111,839 |
| 2022 | Plan NameUMBACH FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$75,718 / $78,685 | 2022 | UMBACH FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 11 / 11 | $75,718 / $78,685 |
| 2021 | Plan NameUMBACH FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$55,882 / $75,718 | 2021 | UMBACH FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 12 / 12 | $55,882 / $75,718 |
| 2020 | Plan NameUMBACH FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$50,516 / $55,882 | 2020 | UMBACH FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 11 / 12 | $50,516 / $55,882 |
| 2019 | Plan NameUMBACH FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 11 Assets BOY/EOY$65,176 / $50,516 | 2019 | UMBACH FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 13 / 11 | $65,176 / $50,516 |
Benefit & Retirement Plans based on Form 5500.
Address Match:525 S Flagler Dr Ste 100 West Palm Beach, FL
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The following government agencies have contributed data:
Florida Department of State U.S. Department of Labor
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