Lumitex, LLC 401(K) Plan — Form 5500 plan (Lumitex, 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, Lumitex, LLC 401(K) Plan is a benefit plan reported by Lumitex, LLC under EIN 84-3879573 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $7,405,573 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lumitex, LLC
EIN
84-3879573
Plan number
001
Plan type
2
Location
Strongsville, OH
Latest filing year
2023
Participants
131
End-of-year plan assets
$7,405,573

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20241015121020NAL0056018194001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,405,573
Total liabilities (EOY)
$0
Net assets (EOY)
$7,405,573
Net assets (BOY)
$6,532,306

Income & contributions

Employer contributions
$131,181
Participant contributions
$498,743
Total contributions
$743,160
Total income / additions
$1,774,962

Expenses & distributions

Benefits paid
$852,449
Administrative expenses
$40,758
Total expenses
$901,695
Net increase / (decrease)
$873,267

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$40,717$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$16,6662023

Related Form 5500 pages