Plan5500

Lumacorp Plus, LLC Dba Luma Residential — 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, Lumacorp Plus, LLC Dba Luma Residential (EIN 75-1954636) is a plan sponsor located in Dallas, TX 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
75-1954636
Location
Dallas, TX
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.3MSummed across loaded plans$7,311,464
Total reported assets$7.3M$7,311,464
Total reported participants336
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.3M total assets
Net assets$7.3MLiabilities$0
Contributions & income
Employer contributions$125.8K
Participant contributions$629K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$794.4K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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%Lumacorp Inc. 401(K) Plan
Participants per plan168Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Lumacorp Inc. 401(K) Plan$7.3M
    Plan #001 · 186 participants · 2023
  2. 2
    Lumacorp Inc Group Health And Welfare Plannot reported in the loaded dataset
    Plan #502 · 150 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lumacorp Plus, LLC Dba Luma Residential
YearPlanParticipantsSchedulesFiling
2023Lumacorp Inc Group Health And Welfare Plan150C20240611162035NAL0028129297001
2023Lumacorp Inc. 401(K) Plan186H, C20241010105537NAL0040497538001

Related Form 5500 pages