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, The Heritage Automotive Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by The Heritage Automotive Group, Inc. under EIN 03-0284529 and plan number 003. The latest loaded filing year is 2023. The filing reports 485 participants and $23,695,432 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,695,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,695,432
- Net assets (BOY)
- $20,141,827
Income & contributions
- Employer contributions
- $689,684
- Participant contributions
- $1,399,895
- Total contributions
- $2,259,618
- Total income / additions
- $5,188,697
Expenses & distributions
- Benefits paid
- $1,502,989
- Administrative expenses
- $132,103
- Total expenses
- $1,635,092
- Net increase / (decrease)
- $3,553,605