Lux Enterprises, 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, Lux Enterprises, Inc. (EIN 75-2885092) is a plan sponsor located in Addison, TX with 2 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
75-2885092
Location
Addison, TX
Loaded plans
3
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 Lux Enterprises, Inc.

  • 3 loaded plans hold $15.8M in reported assets.
  • The largest, Lux Enterprises, Inc. Employees' Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 750 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.8MSummed across loaded plans$15,775,809
Total reported assets$15.8M$15,775,809
Total reported participants750
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.8M total assets
Net assets$15.8MLiabilities$0
Contributions & income
Employer contributions$129.7K
Participant contributions$955K
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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%Lux Enterprises, Inc. Employees' Retirement Plan
Participants per plan250Average across loaded plans
Loaded plans3
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 · 408 participants · 2023
  2. 2
    Lux Enterprises Group Business Travel Accident Plannot reported in the loaded dataset
    Plan #504 · 198 participants · 2023
  3. 3
    Lux Enterprises Group Insurance Plannot reported in the loaded dataset
    Plan #502 · 144 participants · 2023
EFAST2 filings

Latest loaded filings

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

  1. 2023
    Lux Enterprises Group Business Travel Accident Plan198 participants · 2No schedules
    View filing →
  2. 2023
    Lux Enterprises, Inc. Employees' Retirement Plan408 participants · 2Sch HSch C
    View filing →
  3. 2023
    Lux Enterprises Group Insurance Plan144 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lux Enterprises, Inc. report on Form 5500?
Lux Enterprises, Inc. (EIN 75-2885092) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lux Enterprises, Inc.?
The Employer Identification Number (EIN) reported for Lux Enterprises, Inc. is 75-2885092.
What is the latest Form 5500 filing year for Lux Enterprises, Inc.?
The latest loaded Form 5500 filing year for Lux Enterprises, Inc. is 2023.

Related Form 5500 pages