Lumin8 Transportation Technologies, LLC 401(K) Plan — Form 5500 plan (Lumin8 Transportation Technologies, LLC)

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, Lumin8 Transportation Technologies, LLC 401(K) Plan is a benefit plan reported by Lumin8 Transportation Technologies, LLC under EIN 84-1044047 and plan number 001. The latest loaded filing year is 2023. The filing reports 347 participants and $16,271,656 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lumin8 Transportation Technologies, LLC
EIN
84-1044047
Plan number
001
Plan type
2
Location
Arvada, CO
Latest filing year
2023
Participants
347
End-of-year plan assets
$16,271,656

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023347H, C20241015152534NAL0028926561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,271,656
Total liabilities (EOY)
$0
Net assets (EOY)
$16,271,656
Net assets (BOY)
$14,276,028

Income & contributions

Employer contributions
$259,038
Participant contributions
$931,550
Total contributions
$1,259,213
Total income / additions
$3,744,670

Expenses & distributions

Benefits paid
$1,673,229
Administrative expenses
$67,718
Total expenses
$1,749,042
Net increase / (decrease)
$1,995,628

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$38,486$02023
Creative Planning LLCINVESTMENT ADVISOR$29,232not reported in the loaded dataset2023

Related Form 5500 pages