Alluma, Inc. Retirement Plan — Form 5500 plan (Alluma, Inc.)

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, Alluma, Inc. Retirement Plan is a benefit plan reported by Alluma, Inc. under EIN 41-0851371 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $6,734,135 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alluma, Inc.
EIN
41-0851371
Plan number
001
Plan type
2
Location
Crookston, MN
Latest filing year
2023
Participants
189
End-of-year plan assets
$6,734,135

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20241011094820NAL0036565664001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,734,135
Total liabilities (EOY)
$4,915
Net assets (EOY)
$6,729,220
Net assets (BOY)
$5,631,986

Income & contributions

Employer contributions
$381,851
Participant contributions
$587,615
Total contributions
$1,004,821
Total income / additions
$2,021,813

Expenses & distributions

Benefits paid
$889,526
Administrative expenses
$35,053
Total expenses
$924,579
Net increase / (decrease)
$1,097,234

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$35,053$02023

Related Form 5500 pages