How big is Lucky BUMS Subsidiary, LLC's plan?

Lucky BUMS Subsidiary, LLC's plan reported $135K in assets and 8 participants for 2023.

Original filing (PDF)20240617105208NAL0002999618001

Lucky BUMS Subsidiary, LLC

Name: Lucky BUMS Subsidiary, LLC — Lucky BUMS Retire Early, Form 5500 (2023)
Creator: Lucky BUMS Subsidiary, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lucky BUMS Retire Early Plan

401(k) retirement plan · Lucky BUMS Subsidiary, LLC's Lucky BUMS Retire Early Plan held $135K in plan assets for 8 participants in 2023.

Signals · 1

Late filing · 59.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$121K

People on this filing

JEFF Streeter signed Lucky BUMS Subsidiary, LLC's 2023 Form 5500 as plan administrator.

JEFF Streeter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lucky BUMS Subsidiary, LLC's EIN is 27-0389877.

EIN 27-0389877

Plan number 001

Plan year 2023

ACK ID 20240617105208NAL0002999618001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lucky BUMS Subsidiary, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lucky BUMS Subsidiary, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUCKY BUMS SUBSIDIARY, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 59.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LUCKY BUMS SUBSIDIARY, LLC

EIN

all filings

Address

1045 S ANCONA AVE · #130 · EAGLE, ID · 83616

Phone

(208) 345-1611

Industry

Wholesale Trade

Plan administrator