2023 Form 5500 filing — Heartland Automotive LLC Group 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002071357NAL0013812336001) for Heartland Automotive LLC Group 401(K) Plan, reported by Heartland Automotive, LLC Dba Gateway Chevrolet under EIN 45-0458558 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241002071357NAL0013812336001
Filing year
2023
Form type
2
Plan sponsor
Heartland Automotive, LLC Dba Gateway Chevrolet
EIN
45-0458558
Plan number
001
Location
Fargo, ND
Participants
242
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,335,818
Total liabilities (EOY)
$1,274
Net assets (EOY)
$10,334,544
Employer contributions
$235,576
Participant contributions
$625,146
Total income / additions
$3,804,605
Benefits paid
$414,050
Administrative expenses
$74,357
Total expenses
$492,128
Net increase / (decrease)
$3,312,477
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Rbc Capital Markets CorpRIA$0$30,745
John Hancock Life Insurance CompanyRECORDKEEPER$2,338$0

Related Form 5500 pages