LIGHTYEAR DEALER TECHNOLOGIES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LIGHTYEAR DEALER TECHNOLOGIES, LLC 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : LIGHTYEAR DEALER TECHNOLOGIES, LLC 401K PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,253,372 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $233,126 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $208,879 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $772,753 |
| Value of total assets at end of year | 2023-12-31 | $3,349,356 |
| Value of total assets at beginning of year | 2023-12-31 | $2,329,110 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $24,247 |
| Total interest from all sources | 2023-12-31 | $2,250 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $125,338 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $125,338 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $450,632 |
| Participant contributions at end of year | 2023-12-31 | $67,869 |
| Participant contributions at beginning of year | 2023-12-31 | $73,022 |
| Participant contributions at end of year | 2023-12-31 | $21,399 |
| Participant contributions at beginning of year | 2023-12-31 | $16,014 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $152,811 |
| Other income not declared elsewhere | 2023-12-31 | $1,229 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,020,246 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $3,349,356 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,329,110 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $3,208,625 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $2,209,267 |
| Income. Interest from loans (other than to participants) | 2023-12-31 | $2,250 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $10,238 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $11,022 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $351,466 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $336 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $169,310 |
| Employer contributions (assets) at end of year | 2023-12-31 | $41,225 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $19,785 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $208,879 |
| Contract administrator fees | 2023-12-31 | $11,792 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | WHITLEY PENN LLP |
| Accountancy firm EIN | 2023-12-31 | 752393478 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,253,372 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $233,126 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $208,879 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $772,753 |
| Value of total assets at end of year | 2023-01-01 | $3,349,356 |
| Value of total assets at beginning of year | 2023-01-01 | $2,329,110 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $24,247 |
| Total interest from all sources | 2023-01-01 | $2,250 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $125,338 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $125,338 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $450,632 |
| Participant contributions at end of year | 2023-01-01 | $67,869 |
| Participant contributions at beginning of year | 2023-01-01 | $73,022 |
| Participant contributions at end of year | 2023-01-01 | $21,399 |
| Participant contributions at beginning of year | 2023-01-01 | $16,014 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $152,811 |
| Other income not declared elsewhere | 2023-01-01 | $1,229 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,020,246 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $3,349,356 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $2,329,110 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $3,208,625 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $2,209,267 |
| Income. Interest from loans (other than to participants) | 2023-01-01 | $2,250 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $10,238 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $11,022 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $351,466 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $336 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $169,310 |
| Employer contributions (assets) at end of year | 2023-01-01 | $41,225 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $19,785 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $208,879 |
| Contract administrator fees | 2023-01-01 | $11,792 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | WHITLEY PENN LLP |
| Accountancy firm EIN | 2023-01-01 | 752393478 |
| 2022 : LIGHTYEAR DEALER TECHNOLOGIES, LLC 401K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $78,244 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $461,280 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $427,741 |
| Value of total corrective distributions | 2022-12-31 | $11,196 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $566,816 |
| Value of total assets at end of year | 2022-12-31 | $2,316,002 |
| Value of total assets at beginning of year | 2022-12-31 | $2,699,038 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $22,343 |
| Total interest from all sources | 2022-12-31 | $4,006 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $161,185 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $161,185 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $379,807 |
| Participant contributions at end of year | 2022-12-31 | $69,813 |
| Participant contributions at beginning of year | 2022-12-31 | $98,310 |
| Participant contributions at end of year | 2022-12-31 | $16,014 |
| Participant contributions at beginning of year | 2022-12-31 | $8,651 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $68,678 |
| Other income not declared elsewhere | 2022-12-31 | $353 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-383,036 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,316,002 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,699,038 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $11,766 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,209,267 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,568,681 |
| Interest on participant loans | 2022-12-31 | $4,006 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $11,022 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $13,797 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-654,405 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $289 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $118,331 |
| Employer contributions (assets) at end of year | 2022-12-31 | $9,886 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $9,599 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $427,741 |
| Contract administrator fees | 2022-12-31 | $10,577 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WHITLEY PENN LLP |
| Accountancy firm EIN | 2022-12-31 | 752393478 |
| Total expenses incurred by plan in this plan year | 2022-10-07 | 739632 |
| Net assets as of the end of the plan year | 2022-10-07 | 2699038 |
| Total assets as of the beginning of the plan year | 2022-10-07 | 2550926 |
| Value of plan covered by a fidelity bond | 2022-10-07 | 1000000 |
| Participant contributions to plan in this plan year | 2022-10-07 | 260382 |
| Value of participant loans at end of plan year | 2022-10-07 | 98310 |
| Other contributions to plan in this plan year | 2022-10-07 | 137289 |
| Other income to plan in this plan year | 2022-10-07 | 418030 |
| Plan net income in this plan year | 2022-10-07 | 148112 |
| Net assets as of the end of the plan year | 2022-10-07 | 2699038 |
| Net assets as of the beginning of the plan year | 2022-10-07 | 2550926 |
| Employer contributions to plan in this plan year | 2022-10-07 | 72043 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-07 | 24605 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $88,144 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $458,072 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $424,533 |
| Value of total corrective distributions | 2022-01-01 | $11,196 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $576,716 |
| Value of total assets at end of year | 2022-01-01 | $2,329,110 |
| Value of total assets at beginning of year | 2022-01-01 | $2,699,038 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $22,343 |
| Total interest from all sources | 2022-01-01 | $4,006 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $161,185 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $161,185 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $379,807 |
| Participant contributions at end of year | 2022-01-01 | $73,022 |
| Participant contributions at beginning of year | 2022-01-01 | $98,310 |
| Participant contributions at end of year | 2022-01-01 | $16,014 |
| Participant contributions at beginning of year | 2022-01-01 | $8,651 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $68,678 |
| Other income not declared elsewhere | 2022-01-01 | $353 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-369,928 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,329,110 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $2,699,038 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $11,766 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $2,209,267 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $2,568,681 |
| Interest on participant loans | 2022-01-01 | $4,006 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $11,022 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $13,797 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-654,405 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $289 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $128,231 |
| Employer contributions (assets) at end of year | 2022-01-01 | $19,785 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $9,599 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $424,533 |
| Contract administrator fees | 2022-01-01 | $10,577 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | WHITLEY PENN LLP |
| Accountancy firm EIN | 2022-01-01 | 752393478 |
| 2011 : LIGHTYEAR DEALER TECHNOLOGIES, LLC 401K PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-23,088 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,986 |
| Total plan assets at end of year | 2011-12-31 | $1,304,085 |
| Total plan assets at beginning of year | 2011-12-31 | $1,329,159 |
| Value of fidelity bond covering the plan | 2011-12-31 | $15,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $14,234 |
| Other income received | 2011-12-31 | $-44,423 |
| Net income (gross income less expenses) | 2011-12-31 | $-25,074 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,304,085 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,329,159 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $7,101 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,986 |
| 2010 : LIGHTYEAR DEALER TECHNOLOGIES, LLC 401K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $154,164 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $51,504 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $50,403 |
| Total plan assets at end of year | 2010-12-31 | $1,329,159 |
| Total plan assets at beginning of year | 2010-12-31 | $1,226,499 |
| Value of fidelity bond covering the plan | 2010-12-31 | $15,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $10,372 |
| Other income received | 2010-12-31 | $138,606 |
| Net income (gross income less expenses) | 2010-12-31 | $102,660 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,329,159 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,226,499 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $5,186 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,101 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
