Microlumen 401(K) Plan — Form 5500 plan (Microlumen, Inc.)

Plain-English plan 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, Microlumen 401(K) Plan is a benefit plan reported by Microlumen, Inc. under EIN 59-3222011 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $21,910,866 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Microlumen, Inc.
EIN
59-3222011
Plan number
001
Plan type
2
Location
Oldsmar, FL
Latest filing year
2023
Participants
249
End-of-year plan assets
$21,910,866

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H, C20241015122414NAL0016376563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,910,866
Total liabilities (EOY)
$0
Net assets (EOY)
$21,910,866
Net assets (BOY)
$17,378,600

Income & contributions

Employer contributions
$1,146,652
Participant contributions
$1,404,582
Total contributions
$2,604,654
Total income / additions
$5,754,223

Expenses & distributions

Benefits paid
$1,191,167
Administrative expenses
$30,790
Total expenses
$1,221,957
Net increase / (decrease)
$4,532,266

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$29,227$02023
Empower Advisory Group, LLCINVESTMENT MGMT$1,563not reported in the loaded dataset2023

Related Form 5500 pages