Drivetime 401(K) Plan — Form 5500 plan (Drivetime Automotive Group Inc)

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, Drivetime 401(K) Plan is a benefit plan reported by Drivetime Automotive Group Inc under EIN 86-0721358 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,142 participants and $130,654,434 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Drivetime Automotive Group Inc
EIN
86-0721358
Plan number
001
Plan type
2
Location
Tempe, AZ
Latest filing year
2023
Participants
5,142
End-of-year plan assets
$130,654,434

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,142H, C20240920121959NAL0004431267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$130,654,434
Total liabilities (EOY)
$0
Net assets (EOY)
$130,654,434
Net assets (BOY)
$98,644,673

Income & contributions

Employer contributions
$6,701,550
Participant contributions
$14,425,619
Total contributions
$23,696,370
Total income / additions
$43,528,027

Expenses & distributions

Benefits paid
$11,231,480
Administrative expenses
$260,913
Total expenses
$11,518,266
Net increase / (decrease)
$32,009,761

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$223,880$02023
Sage View Advisory Group LLCCONSULTANT$37,500not reported in the loaded dataset2023

Related Form 5500 pages