LUMI ADVISORS LLC
Plan context: LUMI ADVISORS 401(K) PLAN
EIN 88-3715061 • New York, NY • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$67,000
2025 Contributions
$10,462
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $10,462 | - |
| LUMI ADVISORS 401(K) PLAN | - | 0 | $0 | $10,462 | - |
| 2024 | 1 | 5 | $67,000 | $50,875 | $10,175iApproximate average salary by contribution assumption: employee only about $254,375 at 4% or $169,583 at 6%; with 50% employer match about $169,583 at 4% or $113,056 at 6%; with 100% employer match about $127,188 at 4% or $84,792 at 6%. |
| LUMI ADVISORS 401(K) PLAN | - | 5 | $67,000 | $50,875 | $10,175iApproximate average salary by contribution assumption: employee only about $254,375 at 4% or $169,583 at 6%; with 50% employer match about $169,583 at 4% or $113,056 at 6%; with 100% employer match about $127,188 at 4% or $84,792 at 6%. |
| 2023 | 1 | 3 | $12,244 | $11,364 | $3,788iApproximate average salary by contribution assumption: employee only about $94,700 at 4% or $63,133 at 6%; with 50% employer match about $63,133 at 4% or $42,089 at 6%; with 100% employer match about $47,350 at 4% or $31,567 at 6%. |
| LUMI ADVISORS 401(K) PLAN | - | 3 | $12,244 | $11,364 | $3,788iApproximate average salary by contribution assumption: employee only about $94,700 at 4% or $63,133 at 6%; with 50% employer match about $63,133 at 4% or $42,089 at 6%; with 100% employer match about $47,350 at 4% or $31,567 at 6%. |