2023 Form 5500 filing — Lumina Foods, LLC 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 20241007163639NAL0007775811001) for Lumina Foods, LLC Retirement Plan, reported by Lumina Foods, LLC under EIN 26-2264811 and plan number 001. It reports 541 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)$13.2MReported net assets$13,163,101
Participants541
Provider compensation$72.1K2 Schedule C row(s)$72,131
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007163639NAL0007775811001
Plan sponsor
Lumina Foods, LLC
EIN
26-2264811
Plan number
001
Location
Nashville, TN
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)$13.2M total assets
Net assets$13.2MLiabilities$2
Money in vs. money out
Total income / additions$3.6M
Total expenses$938.5K
Benefits paid / distributions$866.4K
Contributions
Employer$499.4K
Participant$1.2M
Full reported line items
Total assets (EOY)
$13,163,103
Total liabilities (EOY)
$2
Net assets (EOY)
$13,163,101
Employer contributions
$499,401
Participant contributions
$1,189,066
Total income / additions
$3,606,726
Benefits paid
$866,376
Administrative expenses
$72,131
Total expenses
$938,507
Net increase / (decrease)
$2,668,219
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $51.6K · Indirect $0
  2. 2
    ADVISOR · Direct $20.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007163639NAL0007775811001 cover?
It is the 2023 Form 5500 filing for Lumina Foods, LLC Retirement Plan, reported by Lumina Foods, LLC (EIN 26-2264811).
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