Heartland Automotive LLC Group 401(K) Plan — Form 5500 plan (Heartland Automotive, LLC Dba Gateway Chevrolet)

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 LLC Group 401(K) Plan is a benefit plan reported by Heartland Automotive, LLC Dba Gateway Chevrolet under EIN 45-0458558 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $10,335,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heartland Automotive, LLC Dba Gateway Chevrolet
EIN
45-0458558
Plan number
001
Plan type
2
Location
Fargo, ND
Latest filing year
2023
Participants
242
End-of-year plan assets
$10,335,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023242H, C20241002071357NAL0013812336001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,335,818
Total liabilities (EOY)
$1,274
Net assets (EOY)
$10,334,544
Net assets (BOY)
$7,022,067

Income & contributions

Employer contributions
$235,576
Participant contributions
$625,146
Total contributions
$2,532,839
Total income / additions
$3,804,605

Expenses & distributions

Benefits paid
$414,050
Administrative expenses
$74,357
Total expenses
$492,128
Net increase / (decrease)
$3,312,477

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Capital Markets CorpRIA$0$30,7452023
John Hancock Life Insurance CompanyRECORDKEEPER$2,338$02023

Related Form 5500 pages