2023 Form 5500 filing — Lumibird Photonics Usa, Inc 401(K) Profit Sharing 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 20241015124022NAL0049432208001) for Lumibird Photonics Usa, Inc 401(K) Profit Sharing Plan, reported by Lumibird Photonics Usa, Inc under EIN 81-0415794 and plan number 003. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124022NAL0049432208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lumibird Photonics Usa, Inc
- EIN
- 81-0415794
- Plan number
- 003
- Location
- Bozeman, MT
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,231,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,231,568
- Employer contributions
- $427,003
- Participant contributions
- $848,441
- Total income / additions
- $4,205,563
- Benefits paid
- $1,489,306
- Administrative expenses
- $2,636
- Total expenses
- $1,491,942
- Net increase / (decrease)
- $2,713,621
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,636 | $0 |