2023 Form 5500 filing — Lux Enterprises, Inc. Employees' Retirement 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 20240819095134NAL0002968690001) for Lux Enterprises, Inc. Employees' Retirement Plan, reported by Lux Enterprises, Inc. under EIN 75-2885092 and plan number 001. It reports 408 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)$15.8MReported net assets$15,775,809
Participants408
Provider compensation$72.9K2 Schedule C row(s)$72,943
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240819095134NAL0002968690001
Plan sponsor
Lux Enterprises, Inc.
EIN
75-2885092
Plan number
001
Location
Dallas, TX
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)$15.8M total assets
Net assets$15.8MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$129.7K
Participant$955K
Full reported line items
Total assets (EOY)
$15,775,809
Total liabilities (EOY)
$0
Net assets (EOY)
$15,775,809
Employer contributions
$129,741
Participant contributions
$954,972
Total income / additions
$3,111,068
Benefits paid
$1,258,518
Administrative expenses
$73,693
Total expenses
$1,336,967
Net increase / (decrease)
$1,774,101
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $56.5K · Indirect $0
  2. 2
    AUDITOR · Direct $16.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240819095134NAL0002968690001 cover?
It is the 2023 Form 5500 filing for Lux Enterprises, Inc. Employees' Retirement Plan, reported by Lux Enterprises, Inc. (EIN 75-2885092).
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