How many benefit plans does The Heritage Automotive Group, Inc. report on Form 5500?

The Heritage Automotive Group, Inc. (EIN 03-0284529) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Heritage Automotive Group, Inc.?

The Employer Identification Number (EIN) reported for The Heritage Automotive Group, Inc. is 03-0284529.

What is the latest Form 5500 filing year for The Heritage Automotive Group, Inc.?

The latest loaded Form 5500 filing year for The Heritage Automotive Group, Inc. is 2023.

The Heritage Automotive Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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. (EIN 03-0284529) is a plan sponsor located in South Burlington, VT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 03-0284529
Location: South Burlington, VT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $23,695,432
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $23,695,432

Contributions & income

Employer contributions: $689,684
Participant contributions: $1,399,895
Total income / additions: $5,188,697

Expenses & distributions

Benefits paid / distributions: $1,502,989
Total expenses: $1,635,092
Net increase / (decrease): $3,553,605

Coverage

Total reported participants: 878
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Heritage Automotive Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Heritage Automotive Group, Inc. 401(K) Profit Sharing Plan	003	485	$23,695,432	2023
Heritage Automotive Group Wrap Benefit Plan	518	393	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Heritage Automotive Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Heritage Automotive Group Wrap Benefit Plan	393	—	20240627100952NAL0010027409001
2023	The Heritage Automotive Group, Inc. 401(K) Profit Sharing Plan	485	H, C	20241015123839NAL0029650673001