Lumanity Inc. 401(K) Plan — Form 5500 plan (Lumanity 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, Lumanity Inc. 401(K) Plan is a benefit plan reported by Lumanity Inc. under EIN 84-4706053 and plan number 002. The latest loaded filing year is 2023. The filing reports 668 participants and $43,792,223 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lumanity Inc.
- EIN
- 84-4706053
- Plan number
- 002
- Plan type
- 2
- Location
- Yardley, PA
- Latest filing year
- 2023
- Participants
- 668
- End-of-year plan assets
- $43,792,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 668 | H, C | 20241011102129NAL0022559601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,792,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,792,223
- Net assets (BOY)
- $34,053,866
Income & contributions
- Employer contributions
- $1,308,246
- Participant contributions
- $4,404,596
- Total contributions
- $6,454,723
- Total income / additions
- $12,594,364
Expenses & distributions
- Benefits paid
- $4,198,142
- Administrative expenses
- $129,042
- Total expenses
- $4,336,780
- Net increase / (decrease)
- $8,257,584
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | RETAINED BY EMPLOYER | $83,657 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $45,419 | $0 | 2023 |