Lumetra 401k Plan — Form 5500 plan (Lumetra Healthcare Solutions)
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, Lumetra 401k Plan is a benefit plan reported by Lumetra Healthcare Solutions under EIN 94-2918600 and plan number 002. The latest loaded filing year is 2023. The filing reports 80 participants and $9,132,861 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lumetra Healthcare Solutions
- EIN
- 94-2918600
- Plan number
- 002
- Plan type
- 2
- Location
- New Hyde Park, NY
- Latest filing year
- 2023
- Participants
- 80
- End-of-year plan assets
- $9,132,861
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 80 | I, C | 20240927135206NAL0002183281001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,132,861
- Net assets (EOY)
- $9,132,861
- Net assets (BOY)
- $8,390,537
Income & contributions
- Employer contributions
- $5,280
- Participant contributions
- $30,928
- Total income / additions
- $1,544,530
Expenses & distributions
- Benefits paid
- $791,493
- Administrative expenses
- $10,713
- Total expenses
- $802,206
- Net increase / (decrease)
- $742,324
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group Inc. | RECORDKEEPER | $10,713 | $0 | 2023 |