Civic Intelligence

Lumina Management Services LLC

Plan context: LUMINA MANAGEMENT SERVICES 401(K) PLAN

EIN 82-4360871 • Phoenix, AZ • 5 filings • 2 plans

4222 E Thomas Rd Ste 310Phoenix, AZ 85018-7601
Current Snapshot

Latest Year

2024

2024 Participants

217

2024 Assets

$2,720,175

2024 Contributions

$1,131,460

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,720,175$1,360,088$0202120232024YearValue
$2,720,175Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2171090202120232024YearValue
217Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242217$2,720,175$1,131,460$5,214iApproximate average salary by contribution assumption: employee only about $130,353 at 4% or $86,902 at 6%; with 50% employer match about $86,902 at 4% or $57,934 at 6%; with 100% employer match about $65,176 at 4% or $43,451 at 6%.
LUMINA MANAGEMENT SERVICES 401(K) PLAN-134$2,720,175$1,131,460$8,444iApproximate average salary by contribution assumption: employee only about $211,093 at 4% or $140,729 at 6%; with 50% employer match about $140,729 at 4% or $93,819 at 6%; with 100% employer match about $105,547 at 4% or $70,364 at 6%.
Lumina Management Company Employee Benefits Plan-217---
20231102$1,776,812$956,812$9,381iApproximate average salary by contribution assumption: employee only about $234,513 at 4% or $156,342 at 6%; with 50% employer match about $156,342 at 4% or $104,228 at 6%; with 100% employer match about $117,256 at 4% or $78,171 at 6%.
LUMINA MANAGEMENT SERVICES 401(K) PLAN-102$1,776,812$956,812$9,381iApproximate average salary by contribution assumption: employee only about $234,513 at 4% or $156,342 at 6%; with 50% employer match about $156,342 at 4% or $104,228 at 6%; with 100% employer match about $117,256 at 4% or $78,171 at 6%.
20221169$932,062$817,879$4,840iApproximate average salary by contribution assumption: employee only about $120,988 at 4% or $80,659 at 6%; with 50% employer match about $80,659 at 4% or $53,772 at 6%; with 100% employer match about $60,494 at 4% or $40,329 at 6%.
LUMINA MANAGEMENT SERVICES 401(K) PLAN-169$932,062$817,879$4,840iApproximate average salary by contribution assumption: employee only about $120,988 at 4% or $80,659 at 6%; with 50% employer match about $80,659 at 4% or $53,772 at 6%; with 100% employer match about $60,494 at 4% or $40,329 at 6%.
2021141$226,749$221,489$5,402iApproximate average salary by contribution assumption: employee only about $135,054 at 4% or $90,036 at 6%; with 50% employer match about $90,036 at 4% or $60,024 at 6%; with 100% employer match about $67,527 at 4% or $45,018 at 6%.
LUMINA MANAGEMENT SERVICES 401(K) PLAN-41$226,749$221,489$5,402iApproximate average salary by contribution assumption: employee only about $135,054 at 4% or $90,036 at 6%; with 50% employer match about $90,036 at 4% or $60,024 at 6%; with 100% employer match about $67,527 at 4% or $45,018 at 6%.