Plan5500

Tt Of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(K) Plan — Form 5500 plan (Tt Of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tt Of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(K) Plan is a benefit plan reported by Tt Of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge under EIN 11-3686670 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $2,432,540 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.4MPlan net assets, end of year$2,432,540
Participants127Covered participants reported
Assets / participant$19.2KComputed: assets ÷ participants$19,154 (computed)
Provider compensation$6.1K1 Schedule C provider row(s)$6,069
Plan sponsor
Tt Of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge
EIN
11-3686670
Plan number
001
Plan type
2
Location
Cornelius, NC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    127 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$0
Money in vs. money out
Total income / additions$472.2K
Total expenses$41.1K
Benefits paid / distributions$9.5K
Contributions
Employer$0
Participant$144.8K
Full reported line items

Net assets

Total assets (EOY)
$2,432,540
Total liabilities (EOY)
$0
Net assets (EOY)
$2,432,540
Net assets (BOY)
$2,018,492

Income & contributions

Employer contributions
$0
Participant contributions
$144,750
Total contributions
$144,750
Total income / additions
$472,156

Expenses & distributions

Benefits paid
$9,532
Administrative expenses
$6,069
Total expenses
$41,133
Net increase / (decrease)
$431,023
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income2%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Great-West Life & Annuity Insurance$6.1K
    RECORDKEEPER · Direct $6.1K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Tt Of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(K) Plan?
Tt Of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(K) Plan is reported as sponsored by Tt Of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge (EIN 11-3686670, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Tt Of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(K) Plan?
The latest Form 5500 filing year loaded for Tt Of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(K) Plan is 2023.
How many participants does Tt Of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(K) Plan report?
Tt Of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(K) Plan reports 127 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Tt Of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(K) Plan?
Tt Of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(K) Plan reports $2,432,540 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages