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LIGHTHOUSE MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameLIGHTHOUSE MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

LIGHTHOUSE MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

LIGHTHOUSE MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:LIGHTHOUSE MANAGEMENT LLC
Employer identification number (EIN):134214388
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIGHTHOUSE MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SCOTT SEPPEN2024-07-17
0012022-01-01SCOTT SEPPEN2023-08-14
0012021-01-01SCOTT SEPPEN2022-07-11
0012020-01-01SCOTT SEPPEN2021-08-07
0012019-01-01SCOTT SEPPEN2020-07-02 SCOTT SEPPEN2020-07-01
0012018-01-01SCOTT SEPPEN2019-07-18
0012017-01-01SCOTT SEPPEN2018-04-25
0012016-01-01SCOTT SEPPEN2017-07-08 SCOTT SEPPEN2017-07-08
0012015-01-01SCOTT SEPPEN2016-05-12
0012014-01-01SCOTT SEPPEN2015-05-28
0012013-01-01SCOTT SEPPEN2014-05-14
0012012-01-01LIGHTHOUSE MANAGEMENT LLC2013-08-29
0012011-01-01LIGHTHOUSE MANAGEMENT LLC2012-07-26
0012010-01-01LIGHTHOUSE MANAGEMENT LLC2011-06-24

Financial Data on LIGHTHOUSE MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : LIGHTHOUSE MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-160
Total expenses incurred by plan in this plan year2025-07-161004
Net assets as of the end of the plan year2025-07-16769543
Total assets as of the beginning of the plan year2025-07-16663154
Value of plan covered by a fidelity bond2025-07-1620000
Participant contributions to plan in this plan year2025-07-1617837
Other contributions to plan in this plan year2025-07-160
Other income to plan in this plan year2025-07-1683786
Plan net income in this plan year2025-07-16106389
Net assets as of the end of the plan year2025-07-16769543
Net assets as of the beginning of the plan year2025-07-16663154
Employer contributions to plan in this plan year2025-07-165770
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-161004
2024 : LIGHTHOUSE MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-177681
Net assets as of the end of the plan year2024-07-17663154
Total assets as of the beginning of the plan year2024-07-17633630
Value of plan covered by a fidelity bond2024-07-1720000
Participant contributions to plan in this plan year2024-07-1717576
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-1714043
Plan net income in this plan year2024-07-1729524
Net assets as of the end of the plan year2024-07-17663154
Net assets as of the beginning of the plan year2024-07-17633630
Employer contributions to plan in this plan year2024-07-175586
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-172938
2022 : LIGHTHOUSE MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-110
Total expenses incurred by plan in this plan year2022-07-11521
Net assets as of the end of the plan year2022-07-11467306
Total assets as of the beginning of the plan year2022-07-11382730
Value of plan covered by a fidelity bond2022-07-1120000
Participant contributions to plan in this plan year2022-07-1142734
Other contributions to plan in this plan year2022-07-110
Other income to plan in this plan year2022-07-1133814
Plan net income in this plan year2022-07-1184576
Net assets as of the end of the plan year2022-07-11467306
Net assets as of the beginning of the plan year2022-07-11382730
Employer contributions to plan in this plan year2022-07-118549
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-11521

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