401k Plan data: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS plan

THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 401k Plan overview

Plan Name	THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS
Plan identification number	003

THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE HERITAGE AUTOMOTIVE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE HERITAGE AUTOMOTIVE GROUP, INC.

Employer identification number (EIN): 030284529

NAIC Classification: 441110
NAIC Description: New Car Dealers

Additional information about THE HERITAGE AUTOMOTIVE GROUP, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division

Incorporation Date: 1982-08-27

Company Identification Number: 88029

Legal Registered Office Address: PO BOX 1100

BURLINGTON
United States of America (USA)
05402

More information about THE HERITAGE AUTOMOTIVE GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 DAVID M BERGERON
003 2016-01-01 DAVID BERGERON
003 2015-01-01 DAVID BERGERON
003 2014-01-01 DAVID M BERGERON
003 2013-01-01 DAVID M BERGERON
003 2012-01-01 DAVID M BERGERON
003 2011-01-01 DAVID BERGERON
003 2009-01-01 DAVID BERGERON

Plan Statistics for THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS

401k plan membership statisitcs for THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS

Measure Date Value
2022: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2022 401k membership
Total participants, beginning-of-year 2022-01-01 457
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 358
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 77
Total of all active and inactive participants 2022-01-01 436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 437
Number of participants with account balances 2022-01-01 309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2021 401k membership
Total participants, beginning-of-year 2021-01-01 526
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 364
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 84
Total of all active and inactive participants 2021-01-01 449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 450
Number of participants with account balances 2021-01-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2020 401k membership
Total participants, beginning-of-year 2020-01-01 495
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 377
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 136
Total of all active and inactive participants 2020-01-01 513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 514
Number of participants with account balances 2020-01-01 386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2019 401k membership
Total participants, beginning-of-year 2019-01-01 472
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 389
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 109
Total of all active and inactive participants 2019-01-01 498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 499
Number of participants with account balances 2019-01-01 367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2018 401k membership
Total participants, beginning-of-year 2018-01-01 376
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 361
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 93
Total of all active and inactive participants 2018-01-01 454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 454
Number of participants with account balances 2018-01-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2017 401k membership
Total participants, beginning-of-year 2017-01-01 383
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 263
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 111
Total of all active and inactive participants 2017-01-01 374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 376
Number of participants with account balances 2017-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15
2016: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2016 401k membership
Total participants, beginning-of-year 2016-01-01 376
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 269
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 100
Total of all active and inactive participants 2016-01-01 369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 369
Number of participants with account balances 2016-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2015 401k membership
Total participants, beginning-of-year 2015-01-01 303
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 300
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 61
Total of all active and inactive participants 2015-01-01 361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 361
Number of participants with account balances 2015-01-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2014 401k membership
Total participants, beginning-of-year 2014-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 245
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 43
Total of all active and inactive participants 2014-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 288
Number of participants with account balances 2014-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2013 401k membership
Total participants, beginning-of-year 2013-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 224
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 44
Total of all active and inactive participants 2013-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 268
Number of participants with account balances 2013-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2012 401k membership
Total participants, beginning-of-year 2012-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 214
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 28
Total of all active and inactive participants 2012-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 242
Number of participants with account balances 2012-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2011 401k membership
Total participants, beginning-of-year 2011-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 174
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 30
Total of all active and inactive participants 2011-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 204
Number of participants with account balances 2011-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2009 401k membership
Total participants, beginning-of-year 2009-01-01 246
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 187
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 60
Total of all active and inactive participants 2009-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 247
Number of participants with account balances 2009-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2022: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2022 401k membership
Total participants, beginning-of-year	2022-01-01	457
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	358
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	77
Total of all active and inactive participants	2022-01-01	436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	437
Number of participants with account balances	2022-01-01	309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2021 401k membership
Total participants, beginning-of-year	2021-01-01	526
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	364
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	84
Total of all active and inactive participants	2021-01-01	449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	450
Number of participants with account balances	2021-01-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2020 401k membership
Total participants, beginning-of-year	2020-01-01	495
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	377
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	136
Total of all active and inactive participants	2020-01-01	513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	514
Number of participants with account balances	2020-01-01	386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2019 401k membership
Total participants, beginning-of-year	2019-01-01	472
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	389
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	109
Total of all active and inactive participants	2019-01-01	498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	499
Number of participants with account balances	2019-01-01	367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2018 401k membership
Total participants, beginning-of-year	2018-01-01	376
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	361
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	93
Total of all active and inactive participants	2018-01-01	454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	454
Number of participants with account balances	2018-01-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2017 401k membership
Total participants, beginning-of-year	2017-01-01	383
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	263
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	111
Total of all active and inactive participants	2017-01-01	374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	376
Number of participants with account balances	2017-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15
2016: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2016 401k membership
Total participants, beginning-of-year	2016-01-01	376
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	269
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	100
Total of all active and inactive participants	2016-01-01	369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	369
Number of participants with account balances	2016-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2015 401k membership
Total participants, beginning-of-year	2015-01-01	303
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	300
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	61
Total of all active and inactive participants	2015-01-01	361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	361
Number of participants with account balances	2015-01-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2014 401k membership
Total participants, beginning-of-year	2014-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	245
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	43
Total of all active and inactive participants	2014-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	288
Number of participants with account balances	2014-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2013 401k membership
Total participants, beginning-of-year	2013-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	224
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	44
Total of all active and inactive participants	2013-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	268
Number of participants with account balances	2013-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2012 401k membership
Total participants, beginning-of-year	2012-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	214
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	28
Total of all active and inactive participants	2012-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	242
Number of participants with account balances	2012-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2011 401k membership
Total participants, beginning-of-year	2011-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	174
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	30
Total of all active and inactive participants	2011-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	204
Number of participants with account balances	2011-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2009 401k membership
Total participants, beginning-of-year	2009-01-01	246
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	187
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	60
Total of all active and inactive participants	2009-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	247
Number of participants with account balances	2009-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS

Measure	Date	Value
2022 : THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,415,322
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,592,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,469,755
Expenses. Certain deemed distributions of participant loans	2022-12-31	$1,192
Value of total corrective distributions	2022-12-31	$252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,170,082
Value of total assets at end of year	2022-12-31	$20,141,827
Value of total assets at beginning of year	2022-12-31	$23,150,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$121,735
Total interest from all sources	2022-12-31	$15,461
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$664,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$664,223
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$250,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,362,956
Participant contributions at end of year	2022-12-31	$324,352
Participant contributions at beginning of year	2022-12-31	$368,081
Participant contributions at end of year	2022-12-31	$87,233
Participant contributions at beginning of year	2022-12-31	$82,703
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$112,372
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$23,778
Other income not declared elsewhere	2022-12-31	$5,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,008,256
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$20,141,827
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$23,150,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$79,402
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$19,660,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$22,654,944
Interest on participant loans	2022-12-31	$15,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,270,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$694,754
Employer contributions (assets) at end of year	2022-12-31	$45,619
Employer contributions (assets) at beginning of year	2022-12-31	$44,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,469,755
Contract administrator fees	2022-12-31	$42,333
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	A.M. PEISCH & COMPANY, LLP
Accountancy firm EIN	2022-12-31	030210880
2021 : THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,414,929
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,106,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,965,504
Expenses. Certain deemed distributions of participant loans	2021-12-31	$62,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,944,672
Value of total assets at end of year	2021-12-31	$23,150,083
Value of total assets at beginning of year	2021-12-31	$20,841,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$78,333
Total interest from all sources	2021-12-31	$21,977
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$928,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$928,769
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$250,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,255,535
Participant contributions at end of year	2021-12-31	$368,081
Participant contributions at beginning of year	2021-12-31	$373,496
Participant contributions at end of year	2021-12-31	$82,703
Participant contributions at beginning of year	2021-12-31	$58,852
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$38,010
Other income not declared elsewhere	2021-12-31	$81,417
Administrative expenses (other) incurred	2021-12-31	$14,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,308,250
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$23,150,083
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$20,841,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$36,843
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$22,654,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$20,375,487
Interest on participant loans	2021-12-31	$21,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,438,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$651,127
Employer contributions (assets) at end of year	2021-12-31	$44,355
Employer contributions (assets) at beginning of year	2021-12-31	$33,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,965,504
Contract administrator fees	2021-12-31	$27,202
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	A.M. PEISCH & COMPANY, LLP
Accountancy firm EIN	2021-12-31	030210880
2020 : THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,600,452
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$922,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$875,930
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,505
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,679,843
Value of total assets at end of year	2020-12-31	$20,841,833
Value of total assets at beginning of year	2020-12-31	$18,164,086
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$43,270
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$17,101
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$239,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$239,021
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$250,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$1,101,462
Participant contributions at end of year	2020-12-31	$373,496
Participant contributions at beginning of year	2020-12-31	$398,474
Participant contributions at end of year	2020-12-31	$58,852
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$5,988
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$158
Administrative expenses (other) incurred	2020-12-31	$43,270
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$2,677,747
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$20,841,833
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$18,164,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,375,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,765,166
Interest on participant loans	2020-12-31	$17,101
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,664,329
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$572,393
Employer contributions (assets) at end of year	2020-12-31	$33,998
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$875,930
Contract administrator fees	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	AM PEISCH & COMPANY, LLP
Accountancy firm EIN	2020-12-31	030210880
2019 : THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,714,546
Total income from all sources (including contributions)	2019-12-31	$4,714,546
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,241,005
Total of all expenses incurred	2019-12-31	$1,241,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,182,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,182,778
Expenses. Certain deemed distributions of participant loans	2019-12-31	$-1
Expenses. Certain deemed distributions of participant loans	2019-12-31	$-1
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,766,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,766,904
Value of total assets at end of year	2019-12-31	$18,164,086
Value of total assets at end of year	2019-12-31	$18,164,086
Value of total assets at beginning of year	2019-12-31	$14,690,545
Value of total assets at beginning of year	2019-12-31	$14,690,545
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$58,228
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$58,228
Total interest from all sources	2019-12-31	$22,154
Total interest from all sources	2019-12-31	$22,154
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$381,741
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$381,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$381,741
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$381,741
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,189,944
Contributions received from participants	2019-12-31	$1,189,944
Participant contributions at end of year	2019-12-31	$398,474
Participant contributions at end of year	2019-12-31	$398,474
Participant contributions at beginning of year	2019-12-31	$369,897
Participant contributions at beginning of year	2019-12-31	$369,897
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,221
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,221
Other income not declared elsewhere	2019-12-31	$78
Other income not declared elsewhere	2019-12-31	$78
Administrative expenses (other) incurred	2019-12-31	$58,228
Administrative expenses (other) incurred	2019-12-31	$58,228
Total non interest bearing cash at end of year	2019-12-31	$446
Total non interest bearing cash at end of year	2019-12-31	$446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,473,541
Value of net income/loss	2019-12-31	$3,473,541
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,164,086
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,164,086
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,690,545
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,690,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,765,166
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,765,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,320,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,320,648
Interest on participant loans	2019-12-31	$22,154
Interest on participant loans	2019-12-31	$22,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,543,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,543,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$567,739
Contributions received in cash from employer	2019-12-31	$567,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,182,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,182,778
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	A.M. PEISCH & COMPANY
Accountancy firm name	2019-12-31	A.M. PEISCH & COMPANY
Accountancy firm EIN	2019-12-31	030210880
Accountancy firm EIN	2019-12-31	030210880
2018 : THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$246,903
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,385,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,353,431
Expenses. Certain deemed distributions of participant loans	2018-12-31	$-71,560
Value of total corrective distributions	2018-12-31	$25,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,582,086
Value of total assets at end of year	2018-12-31	$14,690,545
Value of total assets at beginning of year	2018-12-31	$15,829,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$78,380
Total interest from all sources	2018-12-31	$17,384
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$265,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$265,697
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,136,865
Participant contributions at end of year	2018-12-31	$369,897
Participant contributions at beginning of year	2018-12-31	$315,702
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$77,552
Other income not declared elsewhere	2018-12-31	$508
Administrative expenses (other) incurred	2018-12-31	$78,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,138,548
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,690,545
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,829,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$14,320,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$15,513,391
Interest on participant loans	2018-12-31	$17,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,618,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$367,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,353,431
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	A.M. PEISCH & COMPANY
Accountancy firm EIN	2018-12-31	030210880
2017 : THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,626,170
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$712,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$508,743
Expenses. Certain deemed distributions of participant loans	2017-12-31	$56,128
Value of total corrective distributions	2017-12-31	$80,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,492,839
Value of total assets at end of year	2017-12-31	$15,829,093
Value of total assets at beginning of year	2017-12-31	$12,915,351
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$66,738
Total interest from all sources	2017-12-31	$13,573
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$186,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$186,873
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,054,924
Participant contributions at end of year	2017-12-31	$315,702
Participant contributions at beginning of year	2017-12-31	$316,994
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$44,051
Other income not declared elsewhere	2017-12-31	$680
Administrative expenses (other) incurred	2017-12-31	$66,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,913,742
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,829,093
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,915,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$15,513,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$12,598,357
Interest on participant loans	2017-12-31	$13,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,932,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$393,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$508,743
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	A.M.PEISCH & COMPANY
Accountancy firm EIN	2017-12-31	030210880
2016 : THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,592,416
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$434,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$361,706
Value of total corrective distributions	2016-12-31	$16,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,711,109
Value of total assets at end of year	2016-12-31	$12,915,351
Value of total assets at beginning of year	2016-12-31	$10,757,852
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$56,417
Total interest from all sources	2016-12-31	$12,578
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$198,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$198,855
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,155,823
Participant contributions at end of year	2016-12-31	$316,994
Participant contributions at beginning of year	2016-12-31	$262,654
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$208,692
Other income not declared elsewhere	2016-12-31	$-51
Administrative expenses (other) incurred	2016-12-31	$56,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,157,499
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,915,351
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,757,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$12,598,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,495,198
Interest on participant loans	2016-12-31	$12,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$669,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$346,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$361,706
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	A.M. PEISCH &COMPANY
Accountancy firm EIN	2016-12-31	030210880
2015 : THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$840,104
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,072,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,986,727
Expenses. Certain deemed distributions of participant loans	2015-12-31	$2,645
Value of total corrective distributions	2015-12-31	$25,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,174,051
Value of total assets at end of year	2015-12-31	$10,757,852
Value of total assets at beginning of year	2015-12-31	$11,989,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$56,996
Total interest from all sources	2015-12-31	$10,247
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$163,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$163,875
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$827,822
Participant contributions at end of year	2015-12-31	$262,654
Participant contributions at beginning of year	2015-12-31	$253,381
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$28,725
Other income not declared elsewhere	2015-12-31	$7
Administrative expenses (other) incurred	2015-12-31	$56,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,232,108
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,757,852
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,989,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,495,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,736,579
Interest on participant loans	2015-12-31	$10,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-508,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$317,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,986,727
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	A.M. PEISCH & COMPANY
Accountancy firm EIN	2015-12-31	030120880
2014 : THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,568,085
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$841,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$787,836
Value of total corrective distributions	2014-12-31	$23,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,129,017
Value of total assets at end of year	2014-12-31	$11,989,960
Value of total assets at beginning of year	2014-12-31	$11,263,756
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$30,714
Total interest from all sources	2014-12-31	$11,421
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$261,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$261,235
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$825,193
Participant contributions at end of year	2014-12-31	$253,381
Participant contributions at beginning of year	2014-12-31	$297,916
Other income not declared elsewhere	2014-12-31	$667
Administrative expenses (other) incurred	2014-12-31	$30,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$726,204
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,989,960
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,263,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,736,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,965,840
Interest on participant loans	2014-12-31	$11,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$165,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$303,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$787,836
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	A.M. PEISCH & COMPANY
Accountancy firm EIN	2014-12-31	030120880
2013 : THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,289,133
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,065,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,040,144
Value of total corrective distributions	2013-12-31	$24,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,010,567
Value of total assets at end of year	2013-12-31	$11,263,756
Value of total assets at beginning of year	2013-12-31	$10,040,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,625
Total interest from all sources	2013-12-31	$11,028
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$121,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$121,992
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$772,543
Participant contributions at end of year	2013-12-31	$297,916
Participant contributions at beginning of year	2013-12-31	$277,193
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,110
Other income not declared elsewhere	2013-12-31	$1,123
Administrative expenses (other) incurred	2013-12-31	$1,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,223,336
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,263,756
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,040,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$10,965,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,763,227
Interest on participant loans	2013-12-31	$11,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,144,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$235,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,040,144
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	A.M. PEISCH & COMPANY
Accountancy firm EIN	2013-12-31	030120880
2012 : THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,138,257
Total loss/gain on sale of assets	2012-12-31	$4,476
Total of all expenses incurred	2012-12-31	$216,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$216,914
Expenses. Certain deemed distributions of participant loans	2012-12-31	$-2,645
Value of total corrective distributions	2012-12-31	$1,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$995,220
Value of total assets at end of year	2012-12-31	$10,040,420
Value of total assets at beginning of year	2012-12-31	$8,118,897
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,450
Total interest from all sources	2012-12-31	$9,787
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$183,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$183,273
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$723,023
Participant contributions at end of year	2012-12-31	$277,193
Participant contributions at beginning of year	2012-12-31	$243,182
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,204
Other income not declared elsewhere	2012-12-31	$169
Administrative expenses (other) incurred	2012-12-31	$1,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,921,523
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,040,420
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,118,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,763,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,685,876
Interest on participant loans	2012-12-31	$9,787
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$189,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$945,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$270,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$216,914
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$242,398
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$237,922
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	A.M. PEISCH & COMPANY
Accountancy firm EIN	2012-12-31	030210880
2011 : THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$726,110
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$233,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$212,115
Expenses. Certain deemed distributions of participant loans	2011-12-31	$2,645
Value of total corrective distributions	2011-12-31	$16,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$897,321
Value of total assets at end of year	2011-12-31	$8,118,897
Value of total assets at beginning of year	2011-12-31	$7,625,945
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,050
Total interest from all sources	2011-12-31	$9,456
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$164,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$164,466
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$661,600
Participant contributions at end of year	2011-12-31	$243,182
Participant contributions at beginning of year	2011-12-31	$223,665
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$2,695
Administrative expenses (other) incurred	2011-12-31	$2,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$492,952
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$8,118,897
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,625,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,685,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,400,588
Interest on participant loans	2011-12-31	$9,456
Value of interest in common/collective trusts at end of year	2011-12-31	$189,839
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-345,599
Net investment gain or loss from common/collective trusts	2011-12-31	$466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$233,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$212,115
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	A.M. PEISCH & COMPANY
Accountancy firm EIN	2011-12-31	030210880
2010 : THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,658,763
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$286,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$280,414
Expenses. Certain deemed distributions of participant loans	2010-12-31	$4,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$894,655
Value of total assets at end of year	2010-12-31	$7,625,945
Value of total assets at beginning of year	2010-12-31	$6,253,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,750
Total interest from all sources	2010-12-31	$9,840
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$241,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$241,597
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$638,697
Participant contributions at end of year	2010-12-31	$223,665
Participant contributions at beginning of year	2010-12-31	$165,650
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$7,574
Administrative expenses (other) incurred	2010-12-31	$1,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,372,271
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,625,945
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,253,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,400,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,088,024
Interest on participant loans	2010-12-31	$9,840
Value of interest in common/collective trusts at end of year	2010-12-31	$1,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$512,666
Net investment gain or loss from common/collective trusts	2010-12-31	$5
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$248,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$280,414
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	A.M.PEISCH & COMPANY
Accountancy firm EIN	2010-12-31	030210880
2009 : THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS

2022: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE HERITAGE AUTOMOTIVE GROUP INC. 401K PS 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE HERITAGE AUTOMOTIVE GROUP, INC.
Employer identification number (EIN):	030284529
NAIC Classification:	441110
NAIC Description:	New Car Dealers

Jurisdiction of Incorporation:	Vermont Secretary of State Corporations Division
Incorporation Date:	1982-08-27
Company Identification Number:	88029
Legal Registered Office Address:	PO BOX 1100 BURLINGTON United States of America (USA) 05402