How many benefit plans does Lumens, Inc. report on Form 5500?

Lumens, Inc. (EIN 86-3844424) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Lumens, Inc.?

The Employer Identification Number (EIN) reported for Lumens, Inc. is 86-3844424.

What is the latest Form 5500 filing year for Lumens, Inc.?

The latest loaded Form 5500 filing year for Lumens, Inc. is 2023.

Lumens, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Lumens, Inc. (EIN 86-3844424) is a plan sponsor located in Walnut Creek, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 86-3844424
Location: Walnut Creek, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $10,364,688
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $10,364,688

Contributions & income

Employer contributions: $445,658
Participant contributions: $852,889
Total income / additions: $3,081,586

Expenses & distributions

Benefits paid / distributions: $400,178
Total expenses: $453,176
Net increase / (decrease): $2,628,410

Coverage

Total reported participants: 482
Plans with financial statements: 1
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Lumens, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Lumens, Inc. 401(K) Plan	001	274	$10,364,688	2023
Lumens Health And Welfare Plan	501	208	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lumens, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Lumens, Inc. 401(K) Plan	274	H, C	20241004154732NAL0006820387001
2023	Lumens Health And Welfare Plan	208	C	20250619132944NAL0003169313001