P 401(k) Plan Report

Stable plan record

LUMINA WEALTH MANAGEMENT 401K PLAN

Sponsored by LUMINA WEALTH MANAGEMENT · EIN/PN 823470992-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$5,388
Administrative cost per participant
2025
$95
Active participants
2025
3
Total plan assets
2025
$899,211
Participant loans as a share of assets
2025
0.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260528081200NAL00072272490013$5,388
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.