401k Plan data: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV plan

HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 401k Plan overview

Plan Name	HERITAGE GROUP RETIREMENT SAVINGS PLAN XV
Plan identification number	002

HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 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

ASPHALT MATERIALS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ASPHALT MATERIALS, INC.

Employer identification number (EIN): 351002095

NAIC Classification: 324190

Additional information about ASPHALT MATERIALS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1977-12-08

Company Identification Number: 553318

Legal Registered Office Address: 11 NEWPORT ROAD

ST. MARKS

32355

More information about ASPHALT MATERIALS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE GROUP RETIREMENT SAVINGS PLAN XV

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 DAVID L FRANZ 2023-10-12
002 2022-01-01 DAVID L FRANZ 2024-01-29
002 2021-01-01 JACKIE MOREHEAD 2022-10-13
002 2020-01-01 R. DOUGLAS FELTON 2021-10-12
002 2019-01-01
002 2018-01-01
002 2017-01-01 R. DOUGLAS FELTON
002 2016-01-01 DAVID L. FRANZ
002 2015-01-01 DAVID L. FRANZ
002 2014-01-01 DAVID L. FRANZ
002 2013-01-01 DAVID FRANZ
002 2012-01-01 DAVID FRANZ
002 2011-01-01 DAVID FRANZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	DAVID L FRANZ	2023-10-12
002	2022-01-01	DAVID L FRANZ	2024-01-29
002	2021-01-01	JACKIE MOREHEAD	2022-10-13
002	2020-01-01	R. DOUGLAS FELTON	2021-10-12
002	2019-01-01
002	2018-01-01
002	2017-01-01	R. DOUGLAS FELTON
002	2016-01-01	DAVID L. FRANZ
002	2015-01-01	DAVID L. FRANZ
002	2014-01-01	DAVID L. FRANZ
002	2013-01-01	DAVID FRANZ
002	2012-01-01	DAVID FRANZ
002	2011-01-01	DAVID FRANZ

Plan Statistics for HERITAGE GROUP RETIREMENT SAVINGS PLAN XV

401k plan membership statisitcs for HERITAGE GROUP RETIREMENT SAVINGS PLAN XV

Measure Date Value
2022: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4,138
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3,566
Number of retired or separated participants receiving benefits 2022-01-01 55
Number of other retired or separated participants entitled to future benefits 2022-01-01 875
Total of all active and inactive participants 2022-01-01 4,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 16
Total participants 2022-01-01 4,512
Number of participants with account balances 2022-01-01 4,347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3,692
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3,270
Number of retired or separated participants receiving benefits 2021-01-01 53
Number of other retired or separated participants entitled to future benefits 2021-01-01 706
Total of all active and inactive participants 2021-01-01 4,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 13
Total participants 2021-01-01 4,042
Number of participants with account balances 2021-01-01 3,828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 16
2020: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3,608
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3,014
Number of retired or separated participants receiving benefits 2020-01-01 72
Number of other retired or separated participants entitled to future benefits 2020-01-01 585
Total of all active and inactive participants 2020-01-01 3,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 13
Total participants 2020-01-01 3,684
Number of participants with account balances 2020-01-01 3,542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 38
2019: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3,056
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3,005
Number of retired or separated participants receiving benefits 2019-01-01 35
Number of other retired or separated participants entitled to future benefits 2019-01-01 523
Total of all active and inactive participants 2019-01-01 3,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 12
Total participants 2019-01-01 3,575
Number of participants with account balances 2019-01-01 3,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,186
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,308
Number of retired or separated participants receiving benefits 2018-01-01 22
Number of other retired or separated participants entitled to future benefits 2018-01-01 712
Total of all active and inactive participants 2018-01-01 3,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 14
Total participants 2018-01-01 3,056
Number of participants with account balances 2018-01-01 3,003
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 85
2017: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,186
Number of retired or separated participants receiving benefits 2017-01-01 18
Number of other retired or separated participants entitled to future benefits 2017-01-01 587
Total of all active and inactive participants 2017-01-01 2,791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 15
Total participants 2017-01-01 2,806
Number of participants with account balances 2017-01-01 2,746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 79
2016: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,496
Number of retired or separated participants receiving benefits 2016-01-01 12
Number of other retired or separated participants entitled to future benefits 2016-01-01 482
Total of all active and inactive participants 2016-01-01 2,990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 15
Total participants 2016-01-01 3,005
Number of participants with account balances 2016-01-01 2,751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 91
2015: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,482
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,721
Number of retired or separated participants receiving benefits 2015-01-01 9
Number of other retired or separated participants entitled to future benefits 2015-01-01 579
Total of all active and inactive participants 2015-01-01 3,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 12
Total participants 2015-01-01 3,321
Number of participants with account balances 2015-01-01 3,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 68
2014: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,612
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,482
Number of retired or separated participants receiving benefits 2014-01-01 6
Number of other retired or separated participants entitled to future benefits 2014-01-01 540
Total of all active and inactive participants 2014-01-01 3,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 5
Total participants 2014-01-01 3,033
Number of participants with account balances 2014-01-01 2,840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 70
2013: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,228
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,323
Number of retired or separated participants receiving benefits 2013-01-01 5
Number of other retired or separated participants entitled to future benefits 2013-01-01 442
Total of all active and inactive participants 2013-01-01 2,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 2,774
Number of participants with account balances 2013-01-01 2,612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 59
2012: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,209
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,991
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 387
Total of all active and inactive participants 2012-01-01 2,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 5
Total participants 2012-01-01 2,388
Number of participants with account balances 2012-01-01 2,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 60
2011: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2011 401k membership
Total participants, beginning-of-year 2011-01-01 898
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,861
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 340
Total of all active and inactive participants 2011-01-01 2,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 3
Total participants 2011-01-01 2,209
Number of participants with account balances 2011-01-01 2,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 154

Measure	Date	Value
2022: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4,138
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3,566
Number of retired or separated participants receiving benefits	2022-01-01	55
Number of other retired or separated participants entitled to future benefits	2022-01-01	875
Total of all active and inactive participants	2022-01-01	4,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	16
Total participants	2022-01-01	4,512
Number of participants with account balances	2022-01-01	4,347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3,692
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3,270
Number of retired or separated participants receiving benefits	2021-01-01	53
Number of other retired or separated participants entitled to future benefits	2021-01-01	706
Total of all active and inactive participants	2021-01-01	4,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	13
Total participants	2021-01-01	4,042
Number of participants with account balances	2021-01-01	3,828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	16
2020: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3,608
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3,014
Number of retired or separated participants receiving benefits	2020-01-01	72
Number of other retired or separated participants entitled to future benefits	2020-01-01	585
Total of all active and inactive participants	2020-01-01	3,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	13
Total participants	2020-01-01	3,684
Number of participants with account balances	2020-01-01	3,542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	38
2019: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3,056
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3,005
Number of retired or separated participants receiving benefits	2019-01-01	35
Number of other retired or separated participants entitled to future benefits	2019-01-01	523
Total of all active and inactive participants	2019-01-01	3,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	12
Total participants	2019-01-01	3,575
Number of participants with account balances	2019-01-01	3,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,186
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,308
Number of retired or separated participants receiving benefits	2018-01-01	22
Number of other retired or separated participants entitled to future benefits	2018-01-01	712
Total of all active and inactive participants	2018-01-01	3,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	14
Total participants	2018-01-01	3,056
Number of participants with account balances	2018-01-01	3,003
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	85
2017: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,186
Number of retired or separated participants receiving benefits	2017-01-01	18
Number of other retired or separated participants entitled to future benefits	2017-01-01	587
Total of all active and inactive participants	2017-01-01	2,791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	15
Total participants	2017-01-01	2,806
Number of participants with account balances	2017-01-01	2,746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	79
2016: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,496
Number of retired or separated participants receiving benefits	2016-01-01	12
Number of other retired or separated participants entitled to future benefits	2016-01-01	482
Total of all active and inactive participants	2016-01-01	2,990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	15
Total participants	2016-01-01	3,005
Number of participants with account balances	2016-01-01	2,751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	91
2015: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,482
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,721
Number of retired or separated participants receiving benefits	2015-01-01	9
Number of other retired or separated participants entitled to future benefits	2015-01-01	579
Total of all active and inactive participants	2015-01-01	3,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	12
Total participants	2015-01-01	3,321
Number of participants with account balances	2015-01-01	3,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	68
2014: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,612
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,482
Number of retired or separated participants receiving benefits	2014-01-01	6
Number of other retired or separated participants entitled to future benefits	2014-01-01	540
Total of all active and inactive participants	2014-01-01	3,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	5
Total participants	2014-01-01	3,033
Number of participants with account balances	2014-01-01	2,840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	70
2013: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,228
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,323
Number of retired or separated participants receiving benefits	2013-01-01	5
Number of other retired or separated participants entitled to future benefits	2013-01-01	442
Total of all active and inactive participants	2013-01-01	2,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	2,774
Number of participants with account balances	2013-01-01	2,612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	59
2012: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,209
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,991
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	387
Total of all active and inactive participants	2012-01-01	2,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	5
Total participants	2012-01-01	2,388
Number of participants with account balances	2012-01-01	2,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	60
2011: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2011 401k membership
Total participants, beginning-of-year	2011-01-01	898
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,861
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	340
Total of all active and inactive participants	2011-01-01	2,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	2,209
Number of participants with account balances	2011-01-01	2,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	154

Financial Data on HERITAGE GROUP RETIREMENT SAVINGS PLAN XV

Measure	Date	Value
2022 : HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2022 401k financial data
Total transfer of assets to this plan	2022-12-31	$33,274,142
Total income from all sources (including contributions)	2022-12-31	$-43,134,701
Total of all expenses incurred	2022-12-31	$38,922,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$38,318,956
Expenses. Certain deemed distributions of participant loans	2022-12-31	$43,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$52,339,690
Value of total assets at end of year	2022-12-31	$552,433,143
Value of total assets at beginning of year	2022-12-31	$601,215,876
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$559,513
Total interest from all sources	2022-12-31	$320,022
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$17,790,976
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	$17,790,976
Administrative expenses professional fees incurred	2022-12-31	$1,500
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
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	$27,514,885
Participant contributions at end of year	2022-12-31	$7,272,701
Participant contributions at beginning of year	2022-12-31	$6,915,902
Participant contributions at end of year	2022-12-31	$1,370
Participant contributions at beginning of year	2022-12-31	$936
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,448,424
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	$-82,056,875
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$552,433,143
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$601,215,876
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	$202,265
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$321,158,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$579,789,247
Interest on participant loans	2022-12-31	$320,022
Value of interest in common/collective trusts at end of year	2022-12-31	$223,239,836
Value of interest in common/collective trusts at beginning of year	2022-12-31	$13,902,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-123,707,386
Net investment gain or loss from common/collective trusts	2022-12-31	$10,121,997
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	$21,376,381
Employer contributions (assets) at end of year	2022-12-31	$760,640
Employer contributions (assets) at beginning of year	2022-12-31	$607,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$38,318,956
Contract administrator fees	2022-12-31	$355,748
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
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	PILE CPAS
Accountancy firm EIN	2022-12-31	350865680
2021 : HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2021 401k financial data
Total transfer of assets to this plan	2021-12-31	$21,332,355
Total income from all sources (including contributions)	2021-12-31	$124,152,241
Total of all expenses incurred	2021-12-31	$51,914,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$51,383,614
Expenses. Certain deemed distributions of participant loans	2021-12-31	$62,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$48,131,963
Value of total assets at end of year	2021-12-31	$601,215,876
Value of total assets at beginning of year	2021-12-31	$507,646,032
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$468,654
Total interest from all sources	2021-12-31	$314,688
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$25,409,812
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	$25,409,812
Administrative expenses professional fees incurred	2021-12-31	$300
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$24,000,065
Participant contributions at end of year	2021-12-31	$6,915,902
Participant contributions at beginning of year	2021-12-31	$6,185,830
Participant contributions at end of year	2021-12-31	$936
Participant contributions at beginning of year	2021-12-31	$105,680
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,781,772
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	$72,237,489
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$601,215,876
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$507,646,032
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	$177,127
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$579,789,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$487,281,905
Interest on participant loans	2021-12-31	$314,688
Value of interest in common/collective trusts at end of year	2021-12-31	$13,902,503
Value of interest in common/collective trusts at beginning of year	2021-12-31	$13,530,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$50,002,109
Net investment gain or loss from common/collective trusts	2021-12-31	$293,669
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	$18,350,126
Employer contributions (assets) at end of year	2021-12-31	$607,288
Employer contributions (assets) at beginning of year	2021-12-31	$541,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$51,383,614
Contract administrator fees	2021-12-31	$291,227
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
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	PILE CPAS
Accountancy firm EIN	2021-12-31	350865680
2020 : HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$12,591,752
Total income from all sources (including contributions)	2020-12-31	$110,554,291
Total of all expenses incurred	2020-12-31	$53,228,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$52,728,525
Expenses. Certain deemed distributions of participant loans	2020-12-31	$169,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$38,383,878
Value of total assets at end of year	2020-12-31	$507,646,032
Value of total assets at beginning of year	2020-12-31	$437,728,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$330,136
Total interest from all sources	2020-12-31	$338,579
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$17,582,801
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	$17,582,801
Administrative expenses professional fees incurred	2020-12-31	$900
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$21,101,455
Participant contributions at end of year	2020-12-31	$6,185,830
Participant contributions at beginning of year	2020-12-31	$6,187,160
Participant contributions at end of year	2020-12-31	$105,680
Participant contributions at beginning of year	2020-12-31	$300,882
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,202,298
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
Value of net income/loss	2020-12-31	$57,325,988
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$507,646,032
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$437,728,292
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
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$110,827
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$487,281,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$417,692,600
Interest on participant loans	2020-12-31	$338,579
Value of interest in common/collective trusts at end of year	2020-12-31	$13,530,764
Value of interest in common/collective trusts at beginning of year	2020-12-31	$9,875,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$53,966,843
Net investment gain or loss from common/collective trusts	2020-12-31	$282,190
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	$15,080,125
Employer contributions (assets) at end of year	2020-12-31	$541,853
Employer contributions (assets) at beginning of year	2020-12-31	$3,671,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$52,728,525
Contract administrator fees	2020-12-31	$218,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PILE CPAS
Accountancy firm EIN	2020-12-31	350865680
2019 : HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$3,337,418
Total income from all sources (including contributions)	2019-12-31	$115,116,725
Total of all expenses incurred	2019-12-31	$37,409,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$37,250,270
Expenses. Certain deemed distributions of participant loans	2019-12-31	$71,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$33,800,808
Value of total assets at end of year	2019-12-31	$437,728,292
Value of total assets at beginning of year	2019-12-31	$356,683,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$87,672
Total interest from all sources	2019-12-31	$305,710
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$14,889,387
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	$14,889,387
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$17,698,876
Participant contributions at end of year	2019-12-31	$6,187,160
Participant contributions at beginning of year	2019-12-31	$5,381,290
Participant contributions at end of year	2019-12-31	$300,882
Participant contributions at beginning of year	2019-12-31	$299,117
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,553,701
Other income not declared elsewhere	2019-12-31	$48,987
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	$77,707,015
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$437,728,292
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$356,683,859
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 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	$417,692,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$336,444,196
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$305,710
Value of interest in common/collective trusts at end of year	2019-12-31	$9,875,768
Value of interest in common/collective trusts at beginning of year	2019-12-31	$11,330,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$65,831,402
Net investment gain or loss from common/collective trusts	2019-12-31	$240,431
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
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	$13,548,231
Employer contributions (assets) at end of year	2019-12-31	$3,671,882
Employer contributions (assets) at beginning of year	2019-12-31	$3,228,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$37,250,270
Contract administrator fees	2019-12-31	$87,672
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	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
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	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PILE CPAS
Accountancy firm EIN	2019-12-31	350865680
2018 : HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$13,114,326
Total of all expenses incurred	2018-12-31	$26,162,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$25,668,056
Expenses. Certain deemed distributions of participant loans	2018-12-31	$429,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$29,451,285
Value of total assets at end of year	2018-12-31	$356,683,859
Value of total assets at beginning of year	2018-12-31	$369,731,839
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$64,768
Total interest from all sources	2018-12-31	$269,331
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$16,506,949
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	$16,506,949
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$15,417,099
Participant contributions at end of year	2018-12-31	$5,381,290
Participant contributions at beginning of year	2018-12-31	$5,248,547
Participant contributions at end of year	2018-12-31	$299,117
Participant contributions at beginning of year	2018-12-31	$345,382
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,742,216
Administrative expenses (other) incurred	2018-12-31	$64,768
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	$-13,047,980
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$356,683,859
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$369,731,839
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	$336,444,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$351,838,848
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$253,889
Interest earned on other investments	2018-12-31	$15,442
Value of interest in common/collective trusts at end of year	2018-12-31	$11,330,534
Value of interest in common/collective trusts at beginning of year	2018-12-31	$9,410,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-33,329,112
Net investment gain or loss from common/collective trusts	2018-12-31	$215,873
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	$12,291,970
Employer contributions (assets) at end of year	2018-12-31	$3,228,722
Employer contributions (assets) at beginning of year	2018-12-31	$2,888,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$25,668,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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	PILE CPAS
Accountancy firm EIN	2018-12-31	350865680
2017 : HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$85,217,207
Total of all expenses incurred	2017-12-31	$23,947,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$23,142,838
Expenses. Certain deemed distributions of participant loans	2017-12-31	$771,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$26,035,527
Value of total assets at end of year	2017-12-31	$369,731,839
Value of total assets at beginning of year	2017-12-31	$308,462,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$33,352
Total interest from all sources	2017-12-31	$282,045
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$12,676,427
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	$12,676,427
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$13,955,281
Participant contributions at end of year	2017-12-31	$5,248,547
Participant contributions at beginning of year	2017-12-31	$5,000,624
Participant contributions at end of year	2017-12-31	$345,382
Participant contributions at beginning of year	2017-12-31	$281,064
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$888,594
Administrative expenses (other) incurred	2017-12-31	$33,352
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	$61,269,636
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$369,731,839
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$308,462,203
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	$351,838,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$286,821,529
Interest on participant loans	2017-12-31	$230,249
Interest earned on other investments	2017-12-31	$51,796
Value of interest in common/collective trusts at end of year	2017-12-31	$9,410,382
Value of interest in common/collective trusts at beginning of year	2017-12-31	$13,035,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$46,027,593
Net investment gain or loss from common/collective trusts	2017-12-31	$195,615
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	No
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	$11,191,652
Employer contributions (assets) at end of year	2017-12-31	$2,888,680
Employer contributions (assets) at beginning of year	2017-12-31	$3,323,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$23,142,838
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
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	PILE CPAS
Accountancy firm EIN	2017-12-31	350865680
2016 : HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2016 401k financial data
Total transfer of assets from this plan	2016-12-31	$14,663,502
Total income from all sources (including contributions)	2016-12-31	$48,373,163
Total of all expenses incurred	2016-12-31	$24,110,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$23,362,844
Expenses. Certain deemed distributions of participant loans	2016-12-31	$743,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$23,603,662
Value of total assets at end of year	2016-12-31	$308,462,203
Value of total assets at beginning of year	2016-12-31	$298,863,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,130
Total interest from all sources	2016-12-31	$223,669
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$9,460,938
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	$9,460,938
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$12,628,287
Participant contributions at end of year	2016-12-31	$5,000,624
Participant contributions at beginning of year	2016-12-31	$5,653,195
Participant contributions at end of year	2016-12-31	$281,064
Participant contributions at beginning of year	2016-12-31	$334,827
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$864,351
Administrative expenses (other) incurred	2016-12-31	$4,130
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	$24,262,324
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$308,462,203
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$298,863,381
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	$286,821,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$279,181,020
Interest on participant loans	2016-12-31	$211,092
Interest earned on other investments	2016-12-31	$12,577
Value of interest in common/collective trusts at end of year	2016-12-31	$13,035,713
Value of interest in common/collective trusts at beginning of year	2016-12-31	$10,375,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$14,877,877
Net investment gain or loss from common/collective trusts	2016-12-31	$207,017
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	$10,111,024
Employer contributions (assets) at end of year	2016-12-31	$3,323,273
Employer contributions (assets) at beginning of year	2016-12-31	$3,318,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$23,362,844
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	PILE CPAS
Accountancy firm EIN	2016-12-31	350865680
2015 : HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$24,509,648
Total of all expenses incurred	2015-12-31	$22,568,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$22,010,799
Expenses. Certain deemed distributions of participant loans	2015-12-31	$543,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$24,231,036
Value of total assets at end of year	2015-12-31	$298,863,381
Value of total assets at beginning of year	2015-12-31	$296,922,120
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,022
Total interest from all sources	2015-12-31	$220,136
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$11,980,454
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	$11,980,454
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$12,778,839
Participant contributions at end of year	2015-12-31	$5,653,195
Participant contributions at beginning of year	2015-12-31	$5,311,956
Participant contributions at end of year	2015-12-31	$334,827
Participant contributions at beginning of year	2015-12-31	$295,783
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,518,070
Administrative expenses (other) incurred	2015-12-31	$14,022
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	$1,941,261
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$298,863,381
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$296,922,120
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	$279,181,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$276,867,422
Interest on participant loans	2015-12-31	$214,901
Interest earned on other investments	2015-12-31	$5,235
Value of interest in common/collective trusts at end of year	2015-12-31	$10,375,913
Value of interest in common/collective trusts at beginning of year	2015-12-31	$10,772,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-11,786,462
Net investment gain or loss from common/collective trusts	2015-12-31	$-135,516
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	No
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	$9,934,127
Employer contributions (assets) at end of year	2015-12-31	$3,318,426
Employer contributions (assets) at beginning of year	2015-12-31	$3,674,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$22,010,799
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	PILE CPAS
Accountancy firm EIN	2015-12-31	350865680
2014 : HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$48,702,742
Total of all expenses incurred	2014-12-31	$21,139,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$20,752,941
Expenses. Certain deemed distributions of participant loans	2014-12-31	$382,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$22,885,586
Value of total assets at end of year	2014-12-31	$296,922,120
Value of total assets at beginning of year	2014-12-31	$269,359,069
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,150
Total interest from all sources	2014-12-31	$235,709
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$11,357,143
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	$11,357,143
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$11,457,442
Participant contributions at end of year	2014-12-31	$5,311,956
Participant contributions at beginning of year	2014-12-31	$4,982,784
Participant contributions at end of year	2014-12-31	$295,783
Participant contributions at beginning of year	2014-12-31	$26,083
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,861,950
Administrative expenses (other) incurred	2014-12-31	$4,150
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	$27,563,051
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$296,922,120
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$269,359,069
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	$276,867,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$249,254,006
Interest on participant loans	2014-12-31	$205,327
Interest earned on other investments	2014-12-31	$30,382
Value of interest in common/collective trusts at end of year	2014-12-31	$10,772,077
Value of interest in common/collective trusts at beginning of year	2014-12-31	$12,395,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$14,040,343
Net investment gain or loss from common/collective trusts	2014-12-31	$183,961
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	$9,566,194
Employer contributions (assets) at end of year	2014-12-31	$3,674,882
Employer contributions (assets) at beginning of year	2014-12-31	$2,700,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$20,752,941
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	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PILE CPAS
Accountancy firm EIN	2014-12-31	350865680
2013 : HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$73,622,426
Total of all expenses incurred	2013-12-31	$19,668,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$19,314,951
Expenses. Certain deemed distributions of participant loans	2013-12-31	$349,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$24,721,830
Value of total assets at end of year	2013-12-31	$269,359,069
Value of total assets at beginning of year	2013-12-31	$215,404,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,920
Total interest from all sources	2013-12-31	$197,137
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$8,455,338
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	$8,455,338
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$10,306,331
Participant contributions at end of year	2013-12-31	$4,982,784
Participant contributions at beginning of year	2013-12-31	$4,286,114
Participant contributions at end of year	2013-12-31	$26,083
Participant contributions at beginning of year	2013-12-31	$22,966
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$6,362,988
Administrative expenses (other) incurred	2013-12-31	$3,920
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	$53,954,344
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$269,359,069
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$215,404,725
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	$249,254,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$195,445,128
Interest on participant loans	2013-12-31	$181,719
Interest earned on other investments	2013-12-31	$15,418
Value of interest in common/collective trusts at end of year	2013-12-31	$12,395,943
Value of interest in common/collective trusts at beginning of year	2013-12-31	$13,238,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$40,369,748
Net investment gain or loss from common/collective trusts	2013-12-31	$-121,627
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	$8,052,511
Employer contributions (assets) at end of year	2013-12-31	$2,700,253
Employer contributions (assets) at beginning of year	2013-12-31	$2,411,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$19,314,951
Did the plan have assets held for investment	2013-12-31	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	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	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PILE CPAS
Accountancy firm EIN	2013-12-31	350865680
2012 : HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2012 401k financial data
Total transfer of assets from this plan	2012-12-31	$418
Total income from all sources (including contributions)	2012-12-31	$40,130,920
Total of all expenses incurred	2012-12-31	$13,707,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$13,463,246
Expenses. Certain deemed distributions of participant loans	2012-12-31	$240,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$18,110,614
Value of total assets at end of year	2012-12-31	$215,404,725
Value of total assets at beginning of year	2012-12-31	$188,981,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,214
Total interest from all sources	2012-12-31	$165,963
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$4,616,030
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	$4,616,030
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$11,158,935
Participant contributions at end of year	2012-12-31	$4,286,114
Participant contributions at beginning of year	2012-12-31	$3,705,580
Participant contributions at end of year	2012-12-31	$22,966
Participant contributions at beginning of year	2012-12-31	$181,728
Administrative expenses (other) incurred	2012-12-31	$4,214
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	$26,423,245
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$215,404,725
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$188,981,898
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	$195,445,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$170,148,379
Interest on participant loans	2012-12-31	$164,754
Interest earned on other investments	2012-12-31	$1,209
Value of interest in common/collective trusts at end of year	2012-12-31	$13,238,767
Value of interest in common/collective trusts at beginning of year	2012-12-31	$12,445,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$16,888,956
Net investment gain or loss from common/collective trusts	2012-12-31	$349,357
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	$6,951,679
Employer contributions (assets) at end of year	2012-12-31	$2,411,750
Employer contributions (assets) at beginning of year	2012-12-31	$2,501,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$13,463,246
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	R J PILE, LLC
Accountancy firm EIN	2012-12-31	350865680
2011 : HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$1,632,006
Total transfer of assets from this plan	2011-12-31	$1,438,547
Total income from all sources (including contributions)	2011-12-31	$18,020,144
Total of all expenses incurred	2011-12-31	$15,994,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$15,748,144
Expenses. Certain deemed distributions of participant loans	2011-12-31	$242,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$16,573,811
Value of total assets at end of year	2011-12-31	$188,981,898
Value of total assets at beginning of year	2011-12-31	$186,762,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,992
Total interest from all sources	2011-12-31	$166,144
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$4,413,157
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	$4,413,157
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$8,170,069
Participant contributions at end of year	2011-12-31	$3,705,580
Participant contributions at beginning of year	2011-12-31	$1,286,503
Participant contributions at end of year	2011-12-31	$181,728
Participant contributions at beginning of year	2011-12-31	$21,771
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$126,550,032
Administrative expenses (other) incurred	2011-12-31	$3,992
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	$2,025,571
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$188,981,898
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$186,762,868
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	$170,148,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$55,229,282
Interest on participant loans	2011-12-31	$159,946
Interest earned on other investments	2011-12-31	$6,198
Value of interest in common/collective trusts at end of year	2011-12-31	$12,445,068
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,125,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-3,867,555
Net investment gain or loss from common/collective trusts	2011-12-31	$734,587
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	$8,403,742
Employer contributions (assets) at end of year	2011-12-31	$2,501,143
Employer contributions (assets) at beginning of year	2011-12-31	$549,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$15,748,144
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
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	R J PILE, LLC
Accountancy firm EIN	2011-12-31	350865680

Form 5500 Responses for HERITAGE GROUP RETIREMENT SAVINGS PLAN XV

2022: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HERITAGE GROUP RETIREMENT SAVINGS PLAN XV 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ASPHALT MATERIALS, INC.
Employer identification number (EIN):	351002095
NAIC Classification:	324190

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1977-12-08
Company Identification Number:	553318
Legal Registered Office Address:	11 NEWPORT ROAD ST. MARKS 32355