2023 Form 5500 filing — Lucidworks, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715115544NAL0000706515001) for Lucidworks, Inc. 401(K) Plan, reported by Lucidworks, Inc. under EIN 26-0645583 and plan number 002. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.4MReported net assets$17,429,726
Participants269
Provider compensation$16K3 Schedule C row(s)$15,959
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240715115544NAL0000706515001
Plan sponsor
Lucidworks, Inc.
EIN
26-0645583
Plan number
002
Location
San Francisco, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.4M total assets
Net assets$17.4MLiabilities$0
Money in vs. money out
Total income / additions$6.1M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$295.5K
Participant$2.3M
Full reported line items
Total assets (EOY)
$17,429,726
Total liabilities (EOY)
$0
Net assets (EOY)
$17,429,726
Employer contributions
$295,494
Participant contributions
$2,333,304
Total income / additions
$6,063,528
Benefits paid
$1,207,823
Administrative expenses
$16,266
Total expenses
$1,224,089
Net increase / (decrease)
$4,839,439
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $13.7K
  2. 2
    ADVISOR · Direct $3.1K
  3. 3
    RECORDKEEPER · Direct -$865 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715115544NAL0000706515001 cover?
It is the 2023 Form 5500 filing for Lucidworks, Inc. 401(K) Plan, reported by Lucidworks, Inc. (EIN 26-0645583).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages