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, Heiser Automobile Dealerships 401(K) Profit Sharing Plan is a benefit plan reported by Heiser Ford, Inc. under EIN 39-1181428 and plan number 001. The latest loaded filing year is 2023. The filing reports 364 participants and $13,188,261 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,188,261
- Net assets (EOY)
- $13,188,261
- Net assets (BOY)
- $10,603,688
Income & contributions
- Employer contributions
- $114,885
- Participant contributions
- $1,121,312
- Total contributions
- $1,301,140
- Total income / additions
- $3,459,516
Expenses & distributions
- Benefits paid
- $809,511
- Administrative expenses
- $65,432
- Total expenses
- $874,943
- Net increase / (decrease)
- $2,584,573