2023 Form 5500 filing — Lumio Hx, Inc. 401(K) Retirement 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 20241015220210NAL0017271539001) for Lumio Hx, Inc. 401(K) Retirement Plan, reported by Lumio Hx, Inc. under EIN 87-3547401 and plan number 001. It reports 1,814 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015220210NAL0017271539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lumio Hx, Inc.
- EIN
- 87-3547401
- Plan number
- 001
- Location
- Lehi, UT
- Participants
- 1,814
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,133,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,133,766
- Employer contributions
- $1,511,422
- Participant contributions
- $3,222,586
- Total income / additions
- $6,642,392
- Benefits paid
- $2,046,809
- Administrative expenses
- $165,664
- Total expenses
- $2,212,473
- Net increase / (decrease)
- $4,429,919
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $124,710 | $0 |
| Resource Investment Advisors | NONE | $40,954 | not reported in the loaded dataset |