2023 Form 5500 filing — Eluma 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 20241011103214NAL0010822691001) for Eluma 401(K) Plan, reported by Eluma, LLC under EIN 45-3162889 and plan number 001. It reports 112 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)$2.1MReported net assets$2,140,482
Participants112
Provider compensation$12.5K2 Schedule C row(s)$12,492
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011103214NAL0010822691001
Plan sponsor
Eluma, LLC
EIN
45-3162889
Plan number
001
Location
Lehi, UT
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)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$245K
Benefits paid / distributions$232.5K
Contributions
Employer$208.9K
Participant$354.6K
Full reported line items
Total assets (EOY)
$2,140,482
Total liabilities (EOY)
$0
Net assets (EOY)
$2,140,482
Employer contributions
$208,924
Participant contributions
$354,613
Total income / additions
$1,000,464
Benefits paid
$232,476
Administrative expenses
$12,492
Total expenses
$244,968
Net increase / (decrease)
$755,496
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $7K · Indirect $0
  2. 2
    ADVISOR · Direct $5.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011103214NAL0010822691001 cover?
It is the 2023 Form 5500 filing for Eluma 401(K) Plan, reported by Eluma, LLC (EIN 45-3162889).
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