2023 Form 5500 filing — The Heritage Automotive Group, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015123839NAL0029650673001) for The Heritage Automotive Group, Inc. 401(K) Profit Sharing Plan, reported by The Heritage Automotive Group, Inc. under EIN 03-0284529 and plan number 003. It reports 485 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123839NAL0029650673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Heritage Automotive Group, Inc.
- EIN
- 03-0284529
- Plan number
- 003
- Location
- South Burlington, VT
- Participants
- 485
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,695,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,695,432
- Employer contributions
- $689,684
- Participant contributions
- $1,399,895
- Total income / additions
- $5,188,697
- Benefits paid
- $1,502,989
- Administrative expenses
- $132,103
- Total expenses
- $1,635,092
- Net increase / (decrease)
- $3,553,605
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth, Inc. | INVESTMENT ADVISORY | $84,416 | $21 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,908 | $0 |