Lumotive, Llc 401(k) Plan (terminated 2023): Login, Facts & Contact Information

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Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2023. Assets moved to the TRINET 401(K) PLAN (sponsored by TRINET HR III, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the TRINET 401(K) PLAN →

Lumotive, Llc 401(k) Plan Facts (plan year 2023)

Plan name
LUMOTIVE 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
LUMOTIVE, INC.
Participants
33
Plan year
Jan 1, 2023 – Jun 15, 2023
Plan established
May 8, 2018
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2023 (Jan 1, 2023 – Jun 15, 2023), filed Apr 29, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $15,835 went into the plan in contributions.
  • $1.40 million was paid out to participants.
  • Investment and other income added $1.46 million.

How the Lumotive, Llc 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20186$121,405$0$0
201912$421,745$0$0
202018$761,282$0$40,076
202122$1.06 million$0$161,677
202226$1.24 million$0$48,559
2023 (final)33$0$0$1.40 million

Lumotive, Llc 401(k) Contact Information

Phone
617-645-8263
Mailing address
4104 148TH AVE NE, REDMOND WA 98052
Plan sponsor
LUMOTIVE, INC.
Employer identification number (EIN)
61-1857775
Plan number
001

Questions about the Lumotive, Llc 401(k)

Is the Lumotive, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2023. Its assets were transferred to the TRINET 401(K) PLAN.

Does Lumotive, Llc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Lumotive, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Lumotive, Llc 401(k) plan?

33 participants at the start of plan year 2023.

Who manages the Lumotive, Llc 401(k) accounts?

Guideline is the plan's recordkeeper, which is where participants log in to see their balance.

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