401k Plan data: LUMENATE, LLC 401(K) PLAN plan

LUMENATE, LLC 401(K) PLAN 401k Plan overview

Plan Name	LUMENATE, LLC 401(K) PLAN
Plan identification number	001

LUMENATE, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LUMENATE, LLC has sponsored the creation of one or more 401k plans.

Company Name: LUMENATE, LLC

Employer identification number (EIN): 432016665

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUMENATE, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 DENISA BRAVENEC DENISA BRAVENEC 2016-10-12
001 2014-01-01 DENISA BRAVENEC DENISA BRAVENEC 2015-10-15
001 2013-01-01 KENTON GETZ KENTON GETZ 2014-10-15
001 2012-01-01 KENTON GETZ KENTON GETZ 2013-07-29
001 2011-01-01 KENTON GETZ KENTON GETZ 2012-10-11
001 2009-01-01 KENTON G. GETZ

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	DENISA BRAVENEC	DENISA BRAVENEC	2016-10-12
001	2014-01-01	DENISA BRAVENEC	DENISA BRAVENEC	2015-10-15
001	2013-01-01	KENTON GETZ	KENTON GETZ	2014-10-15
001	2012-01-01	KENTON GETZ	KENTON GETZ	2013-07-29
001	2011-01-01	KENTON GETZ	KENTON GETZ	2012-10-11
001	2009-01-01	KENTON G. GETZ

Plan Statistics for LUMENATE, LLC 401(K) PLAN

401k plan membership statisitcs for LUMENATE, LLC 401(K) PLAN

Measure Date Value
2015: LUMENATE, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 130
Number of retired or separated participants receiving benefits 2015-01-01 56
Number of other retired or separated participants entitled to future benefits 2015-01-01 53
Total of all active and inactive participants 2015-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 239
Number of participants with account balances 2015-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LUMENATE, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 158
Number of retired or separated participants receiving benefits 2014-01-01 18
Number of other retired or separated participants entitled to future benefits 2014-01-01 53
Total of all active and inactive participants 2014-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 229
Number of participants with account balances 2014-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LUMENATE, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 218
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 18
Total of all active and inactive participants 2013-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 236
Number of participants with account balances 2013-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LUMENATE, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 83
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 90
Total participants 2012-01-01 90
Number of participants with account balances 2012-01-01 64
2011: LUMENATE, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 40
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 45
Number of participants with account balances 2011-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LUMENATE, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 40
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 54
Number of participants with account balances 2009-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: LUMENATE, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	130
Number of retired or separated participants receiving benefits	2015-01-01	56
Number of other retired or separated participants entitled to future benefits	2015-01-01	53
Total of all active and inactive participants	2015-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	239
Number of participants with account balances	2015-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LUMENATE, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	158
Number of retired or separated participants receiving benefits	2014-01-01	18
Number of other retired or separated participants entitled to future benefits	2014-01-01	53
Total of all active and inactive participants	2014-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	229
Number of participants with account balances	2014-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LUMENATE, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	218
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	18
Total of all active and inactive participants	2013-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	236
Number of participants with account balances	2013-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LUMENATE, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	83
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	90
Total participants	2012-01-01	90
Number of participants with account balances	2012-01-01	64
2011: LUMENATE, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	40
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	45
Number of participants with account balances	2011-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LUMENATE, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	40
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	54
Number of participants with account balances	2009-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LUMENATE, LLC 401(K) PLAN

Measure	Date	Value
2015 : LUMENATE, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,364,170
Total loss/gain on sale of assets	2015-12-31	$146,105
Total of all expenses incurred	2015-12-31	$831,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$759,227
Expenses. Certain deemed distributions of participant loans	2015-12-31	$47,983
Value of total corrective distributions	2015-12-31	$11,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,395,788
Value of total assets at end of year	2015-12-31	$7,471,994
Value of total assets at beginning of year	2015-12-31	$6,939,427
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$13,160
Total interest from all sources	2015-12-31	$6,733
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$13,160
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$887,308
Participant contributions at end of year	2015-12-31	$182,940
Participant contributions at beginning of year	2015-12-31	$89,482
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$140,776
Total non interest bearing cash at beginning of year	2015-12-31	$50,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$532,567
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,471,994
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,939,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,927,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,370,872
Interest on participant loans	2015-12-31	$6,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$220,523
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$428,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$428,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$108
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-184,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$508,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$759,227
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$7,356,316
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$7,210,211
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	THE MB GROUP, LLC
Accountancy firm EIN	2015-12-31	203762051
2014 : LUMENATE, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,932,882
Total loss/gain on sale of assets	2014-12-31	$12,813
Total of all expenses incurred	2014-12-31	$869,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$859,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,773,050
Value of total assets at end of year	2014-12-31	$6,939,427
Value of total assets at beginning of year	2014-12-31	$5,875,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,959
Total interest from all sources	2014-12-31	$4,728
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$317,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$317,066
Administrative expenses professional fees incurred	2014-12-31	$9,959
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,071,556
Participant contributions at end of year	2014-12-31	$89,482
Participant contributions at beginning of year	2014-12-31	$105,340
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$66,233
Total non interest bearing cash at end of year	2014-12-31	$50,475
Total non interest bearing cash at beginning of year	2014-12-31	$64,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,063,480
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,939,427
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,875,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,370,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,326,929
Interest on participant loans	2014-12-31	$4,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$428,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$378,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$378,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$240
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-174,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$635,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$859,443
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$1,322,826
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$1,310,013
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	THE MB GROUP, LLC
Accountancy firm EIN	2014-12-31	203762051
2013 : LUMENATE, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,275,043
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$415,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$409,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,726,395
Value of total assets at end of year	2013-12-31	$5,875,947
Value of total assets at beginning of year	2013-12-31	$3,016,351
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,974
Total interest from all sources	2013-12-31	$3,648
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$141,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$141,935
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$861,188
Participant contributions at end of year	2013-12-31	$105,340
Participant contributions at beginning of year	2013-12-31	$52,073
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,414,267
Other income not declared elsewhere	2013-12-31	$60
Total non interest bearing cash at end of year	2013-12-31	$64,996
Total non interest bearing cash at beginning of year	2013-12-31	$23,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,859,596
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,875,947
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,016,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,326,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,582,634
Interest on participant loans	2013-12-31	$3,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$378,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$358,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$358,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$403,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$450,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$409,473
Contract administrator fees	2013-12-31	$5,974
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	THE MB GROUP, LLC
Accountancy firm EIN	2013-12-31	203762051
2012 : LUMENATE, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,002,531
Expenses. Total of all expenses incurred	2012-12-31	$113,922
Benefits paid (including direct rollovers)	2012-12-31	$110,549
Total plan assets at end of year	2012-12-31	$3,016,351
Total plan assets at beginning of year	2012-12-31	$2,127,742
Value of fidelity bond covering the plan	2012-12-31	$170,000
Total contributions received or receivable from participants	2012-12-31	$466,758
Contributions received from other sources (not participants or employers)	2012-12-31	$75,901
Other income received	2012-12-31	$203,183
Net income (gross income less expenses)	2012-12-31	$888,609
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,016,351
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,127,742
Assets. Value of participant loans	2012-12-31	$52,073
Total contributions received or receivable from employer(s)	2012-12-31	$256,689
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,373
2011 : LUMENATE, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$338,691
Expenses. Total of all expenses incurred	2011-12-31	$60,805
Benefits paid (including direct rollovers)	2011-12-31	$57,087
Total plan assets at end of year	2011-12-31	$2,127,742
Total plan assets at beginning of year	2011-12-31	$1,849,856
Value of fidelity bond covering the plan	2011-12-31	$99,000
Total contributions received or receivable from participants	2011-12-31	$304,642
Other income received	2011-12-31	$-155,384
Net income (gross income less expenses)	2011-12-31	$277,886
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,127,742
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,849,856
Assets. Value of participant loans	2011-12-31	$69,405
Total contributions received or receivable from employer(s)	2011-12-31	$189,433
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,718
2010 : LUMENATE, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$559,274
Expenses. Total of all expenses incurred	2010-12-31	$284,631
Benefits paid (including direct rollovers)	2010-12-31	$284,581
Total plan assets at end of year	2010-12-31	$1,849,856
Total plan assets at beginning of year	2010-12-31	$1,575,213
Value of fidelity bond covering the plan	2010-12-31	$99,000
Total contributions received or receivable from participants	2010-12-31	$235,999
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$198,614
Net income (gross income less expenses)	2010-12-31	$274,643
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,849,856
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,575,213
Assets. Value of participant loans	2010-12-31	$74,729
Total contributions received or receivable from employer(s)	2010-12-31	$124,661
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$50
2009 : LUMENATE, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LUMENATE, LLC 401(K) PLAN

2015: LUMENATE, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LUMENATE, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LUMENATE, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LUMENATE, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LUMENATE, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LUMENATE, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LUMENATE, LLC
Employer identification number (EIN):	432016665
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services