Lunasea, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lunasea, Inc. (EIN 20-3173380) is a plan sponsor located in Carrollton, KY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-3173380
Location
Carrollton, KY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lunasea, Inc.

  • 1 loaded plans hold $2.8K in reported assets.
  • The largest, Lunasea, Inc. - Pension Transfer Trust Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.8KSummed across loaded plans$2,827
Total reported assets$2.8K$2,827
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.8K total assets
Net assets$2.8KLiabilities
Contributions & income
Total income / additions$300
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$13
Net increase / (decrease)$287

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Lunasea, Inc. - Pension Transfer Trust Plan
Participants per plan2Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 2 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lunasea, Inc.. Open one for its full reported snapshot.

  1. 2023
    Lunasea, Inc. - Pension Transfer Trust Plan2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lunasea, Inc. report on Form 5500?
Lunasea, Inc. (EIN 20-3173380) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lunasea, Inc.?
The Employer Identification Number (EIN) reported for Lunasea, Inc. is 20-3173380.
What is the latest Form 5500 filing year for Lunasea, Inc.?
The latest loaded Form 5500 filing year for Lunasea, Inc. is 2023.

Related Form 5500 pages