Lumibird Photonics Usa, Inc 401(K) Profit Sharing Plan — Form 5500 plan (Lumibird Photonics Usa, 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, Lumibird Photonics Usa, Inc 401(K) Profit Sharing Plan is a benefit plan reported by Lumibird Photonics Usa, Inc under EIN 81-0415794 and plan number 003. The latest loaded filing year is 2023. The filing reports 158 participants and $15,231,568 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lumibird Photonics Usa, Inc
EIN
81-0415794
Plan number
003
Plan type
2
Location
Bozeman, MT
Latest filing year
2023
Participants
158
End-of-year plan assets
$15,231,568

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241015124022NAL0049432208001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,231,568
Total liabilities (EOY)
$0
Net assets (EOY)
$15,231,568
Net assets (BOY)
$12,517,947

Income & contributions

Employer contributions
$427,003
Participant contributions
$848,441
Total contributions
$1,984,902
Total income / additions
$4,205,563

Expenses & distributions

Benefits paid
$1,489,306
Administrative expenses
$2,636
Total expenses
$1,491,942
Net increase / (decrease)
$2,713,621

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$2,636$02023

Related Form 5500 pages