2023 Form 5500 filing — Retirement Income Security Plan-Ascent Ventures

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 20241015151012NAL0028882545001) for Retirement Income Security Plan-Ascent Ventures, reported by Lumin8 Holdings, LLC under EIN 85-0917486 and plan number 001. It reports 488 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)$584.3KReported net assets$584,338
Participants488
Provider compensation$8.2K2 Schedule C row(s)$8,187
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015151012NAL0028882545001
Plan sponsor
Lumin8 Holdings, LLC
EIN
85-0917486
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)$584.3K total assets
Net assets$584.3KLiabilities$0
Money in vs. money out
Total income / additions$563.6K
Total expenses$292.9K
Benefits paid / distributions$246.3K
Contributions
Employer$127.9K
Participant$157.4K
Full reported line items
Total assets (EOY)
$584,338
Total liabilities (EOY)
$0
Net assets (EOY)
$584,338
Employer contributions
$127,937
Participant contributions
$157,436
Total income / additions
$563,609
Benefits paid
$246,290
Administrative expenses
$13,452
Total expenses
$292,870
Net increase / (decrease)
$270,739
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $8K
  2. 2
    NONE · Direct $206 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015151012NAL0028882545001 cover?
It is the 2023 Form 5500 filing for Retirement Income Security Plan-Ascent Ventures, reported by Lumin8 Holdings, LLC (EIN 85-0917486).
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