Dealerbuilt 401(K) Plan — Form 5500 plan (Lightyear Dealer Technologies, LLC)

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, Dealerbuilt 401(K) Plan is a benefit plan reported by Lightyear Dealer Technologies, LLC under EIN 43-1929998 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $3,349,356 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lightyear Dealer Technologies, LLC
EIN
43-1929998
Plan number
001
Plan type
2
Location
Clawson, MI
Latest filing year
2023
Participants
147
End-of-year plan assets
$3,349,356

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20241009160450NAL0009386883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,349,356
Total liabilities (EOY)
$0
Net assets (EOY)
$3,349,356
Net assets (BOY)
$2,329,110

Income & contributions

Employer contributions
$169,310
Participant contributions
$450,632
Total contributions
$772,753
Total income / additions
$1,253,372

Expenses & distributions

Benefits paid
$208,879
Administrative expenses
$24,247
Total expenses
$233,126
Net increase / (decrease)
$1,020,246

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Planners & AdministratorRECORDKEEPER$11,792$3,2362023
Trasatti & Associates, LLCADVISOR$12,455not reported in the loaded dataset2023

Related Form 5500 pages