2023 Form 5500 filing — Lumetra 401k Plan
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 20240927135206NAL0002183281001) for Lumetra 401k Plan, reported by Lumetra Healthcare Solutions under EIN 94-2918600 and plan number 002. It reports 80 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927135206NAL0002183281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lumetra Healthcare Solutions
- EIN
- 94-2918600
- Plan number
- 002
- Location
- New Hyde Park, NY
- Participants
- 80
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,132,861
- Net assets (EOY)
- $9,132,861
- Employer contributions
- $5,280
- Participant contributions
- $30,928
- Total income / additions
- $1,544,530
- Benefits paid
- $791,493
- Administrative expenses
- $10,713
- Total expenses
- $802,206
- Net increase / (decrease)
- $742,324
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group Inc. | RECORDKEEPER | $10,713 | $0 |