Heartland Automotive 401(K) Savings Plan — Form 5500 plan (Heartland Automotive, LLC)

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, Heartland Automotive 401(K) Savings Plan is a benefit plan reported by Heartland Automotive, LLC under EIN 35-2026865 and plan number 001. The latest loaded filing year is 2023. The filing reports 606 participants and $11,435,831 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heartland Automotive, LLC
EIN
35-2026865
Plan number
001
Plan type
2
Location
Greencastle, IN
Latest filing year
2023
Participants
606
End-of-year plan assets
$11,435,831

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023606H, C20251013140006NAL0001376721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,435,831
Total liabilities (EOY)
$0
Net assets (EOY)
$11,435,831
Net assets (BOY)
$9,283,140

Income & contributions

Employer contributions
$510,817
Participant contributions
$932,311
Total contributions
$1,485,040
Total income / additions
$2,941,409

Expenses & distributions

Benefits paid
$657,419
Administrative expenses
$127,171
Total expenses
$788,718
Net increase / (decrease)
$2,152,691

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wabash CapitalINVESTMENT ADVISOR$52,894not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORD KEEPER$32,092$02023

Related Form 5500 pages