HEARTLAND AUTOMOTIVE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN
Measure | Date | Value |
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2022 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $155 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $417 |
Total income from all sources (including contributions) | 2022-12-31 | $-530,405 |
Total of all expenses incurred | 2022-12-31 | $984,297 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $916,667 |
Value of total corrective distributions | 2022-12-31 | $4,322 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $783,567 |
Value of total assets at end of year | 2022-12-31 | $7,022,222 |
Value of total assets at beginning of year | 2022-12-31 | $8,537,186 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $63,308 |
Total interest from all sources | 2022-12-31 | $5,968 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $4,460 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 | $548,151 |
Participant contributions at end of year | 2022-12-31 | $143,658 |
Participant contributions at beginning of year | 2022-12-31 | $138,281 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $3,076 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $661 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $19,353 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $155 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $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 | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $206 |
Value of net income/loss | 2022-12-31 | $-1,514,702 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,022,067 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,536,769 |
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 | $25,909 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,875,488 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,398,244 |
Interest on participant loans | 2022-12-31 | $5,968 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,319,940 |
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 | No |
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 | $215,857 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $916,667 |
Contract administrator fees | 2022-12-31 | $32,939 |
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 | BRADY MARTZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2022-12-31 | 450310328 |
2021 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $417 |
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 | $1,672,981 |
Total of all expenses incurred | 2021-12-31 | $793,452 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $749,425 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $686,610 |
Value of total assets at end of year | 2021-12-31 | $8,537,186 |
Value of total assets at beginning of year | 2021-12-31 | $7,657,240 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $44,027 |
Total interest from all sources | 2021-12-31 | $7,308 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $3,992 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $488,330 |
Participant contributions at end of year | 2021-12-31 | $138,281 |
Participant contributions at beginning of year | 2021-12-31 | $196,422 |
Participant contributions at beginning of year | 2021-12-31 | $42,528 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $661 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $9,153 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $5,855 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $417 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $14 |
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 | $879,529 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,536,769 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,657,240 |
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 | $17,457 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,398,244 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,399,649 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $7,308 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $979,063 |
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 | No |
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 | $192,425 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $9,488 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $749,425 |
Contract administrator fees | 2021-12-31 | $22,564 |
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 | BRADY MARTZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2021-12-31 | 450310328 |
2020 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2020 401k financial data |
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Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,581,608 |
Total of all expenses incurred | 2020-12-31 | $956,386 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $947,924 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $603,643 |
Value of total assets at end of year | 2020-12-31 | $7,657,240 |
Value of total assets at beginning of year | 2020-12-31 | $7,032,018 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $8,462 |
Total interest from all sources | 2020-12-31 | $12,265 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $453,474 |
Participant contributions at end of year | 2020-12-31 | $196,422 |
Participant contributions at beginning of year | 2020-12-31 | $267,827 |
Participant contributions at end of year | 2020-12-31 | $42,528 |
Participant contributions at beginning of year | 2020-12-31 | $40,986 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $9,153 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $34,541 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
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 | $14 |
Value of net income/loss | 2020-12-31 | $625,222 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,657,240 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,032,018 |
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 | $8,462 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,399,649 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,679,965 |
Interest on participant loans | 2020-12-31 | $12,265 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $965,700 |
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 | $150,155 |
Employer contributions (assets) at end of year | 2020-12-31 | $9,488 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $8,699 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $947,924 |
Contract administrator fees | 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 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2020-12-31 | 450250958 |
2019 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2019 401k financial data |
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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 | $1,731,208 |
Total income from all sources (including contributions) | 2019-12-31 | $1,731,208 |
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 | $791,632 |
Total of all expenses incurred | 2019-12-31 | $791,632 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $786,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $786,251 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $607,531 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $607,531 |
Value of total assets at end of year | 2019-12-31 | $7,032,018 |
Value of total assets at end of year | 2019-12-31 | $7,032,018 |
Value of total assets at beginning of year | 2019-12-31 | $6,092,442 |
Value of total assets at beginning of year | 2019-12-31 | $6,092,442 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,381 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,381 |
Total interest from all sources | 2019-12-31 | $10,506 |
Total interest from all sources | 2019-12-31 | $10,506 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
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 |
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 |
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 | $426,225 |
Contributions received from participants | 2019-12-31 | $426,225 |
Participant contributions at end of year | 2019-12-31 | $267,827 |
Participant contributions at end of year | 2019-12-31 | $267,827 |
Participant contributions at beginning of year | 2019-12-31 | $183,823 |
Participant contributions at beginning of year | 2019-12-31 | $183,823 |
Participant contributions at end of year | 2019-12-31 | $40,986 |
Participant contributions at end of year | 2019-12-31 | $40,986 |
Participant contributions at beginning of year | 2019-12-31 | $4,422 |
Participant contributions at beginning of year | 2019-12-31 | $4,422 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $34,541 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $34,541 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $20,256 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $20,256 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,007 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,007 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $215 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $215 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
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 |
Income. Non cash contributions | 2019-12-31 | $18 |
Income. Non cash contributions | 2019-12-31 | $18 |
Value of net income/loss | 2019-12-31 | $939,576 |
Value of net income/loss | 2019-12-31 | $939,576 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,032,018 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,032,018 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,092,442 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,092,442 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,679,965 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,679,965 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,844,442 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,844,442 |
Interest on participant loans | 2019-12-31 | $10,506 |
Interest on participant loans | 2019-12-31 | $10,506 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,113,171 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,113,171 |
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 | $180,281 |
Contributions received in cash from employer | 2019-12-31 | $180,281 |
Employer contributions (assets) at end of year | 2019-12-31 | $8,699 |
Employer contributions (assets) at end of year | 2019-12-31 | $8,699 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $39,499 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $39,499 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $786,036 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $786,036 |
Contract administrator fees | 2019-12-31 | $5,381 |
Contract administrator fees | 2019-12-31 | $5,381 |
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 | EIDE BAILLY, LLP |
Accountancy firm name | 2019-12-31 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2019-12-31 | 450250958 |
Accountancy firm EIN | 2019-12-31 | 450250958 |
2018 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2018 401k financial data |
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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 | $234,673 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $732,822 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $729,574 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $683,526 |
Value of total assets at end of year | 2018-12-31 | $6,092,442 |
Value of total assets at beginning of year | 2018-12-31 | $6,590,591 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,248 |
Total interest from all sources | 2018-12-31 | $9,415 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $431,271 |
Participant contributions at end of year | 2018-12-31 | $183,823 |
Participant contributions at beginning of year | 2018-12-31 | $220,527 |
Participant contributions at end of year | 2018-12-31 | $4,422 |
Participant contributions at beginning of year | 2018-12-31 | $4,918 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $20,256 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $9,587 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $72,661 |
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 | $-498,149 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,092,442 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,590,591 |
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 | $5,844,442 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,314,456 |
Interest on participant loans | 2018-12-31 | $9,415 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-458,268 |
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 | $179,594 |
Employer contributions (assets) at end of year | 2018-12-31 | $39,499 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $41,103 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $729,574 |
Contract administrator fees | 2018-12-31 | $3,248 |
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 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2018-12-31 | 450250958 |
2017 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 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 | $1,671,254 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $231,088 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $228,527 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $832,925 |
Value of total assets at end of year | 2017-12-31 | $6,590,591 |
Value of total assets at beginning of year | 2017-12-31 | $5,150,425 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,561 |
Total interest from all sources | 2017-12-31 | $8,724 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $394,821 |
Participant contributions at end of year | 2017-12-31 | $220,527 |
Participant contributions at beginning of year | 2017-12-31 | $186,148 |
Participant contributions at end of year | 2017-12-31 | $4,918 |
Participant contributions at beginning of year | 2017-12-31 | $3,396 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $9,587 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $9,902 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $276,639 |
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 | $1,440,166 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,590,591 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,150,425 |
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 | $6,314,456 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,917,809 |
Interest on participant loans | 2017-12-31 | $8,724 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $829,605 |
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 | $161,465 |
Employer contributions (assets) at end of year | 2017-12-31 | $41,103 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $33,170 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $228,527 |
Contract administrator fees | 2017-12-31 | $2,561 |
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 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2017-12-31 | 450250958 |
2016 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 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 | $922,783 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $187,710 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $186,257 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $600,421 |
Value of total assets at end of year | 2016-12-31 | $5,150,425 |
Value of total assets at beginning of year | 2016-12-31 | $4,415,352 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,453 |
Total interest from all sources | 2016-12-31 | $6,913 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $300,660 |
Participant contributions at end of year | 2016-12-31 | $186,148 |
Participant contributions at beginning of year | 2016-12-31 | $147,360 |
Participant contributions at end of year | 2016-12-31 | $3,396 |
Participant contributions at beginning of year | 2016-12-31 | $2,700 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $9,902 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $1,946 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $161,758 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
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 | $735,073 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,150,425 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,415,352 |
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 | $4,917,809 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,237,878 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $6,913 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $315,449 |
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 | No |
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 | $138,003 |
Employer contributions (assets) at end of year | 2016-12-31 | $33,170 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $25,468 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $186,257 |
Contract administrator fees | 2016-12-31 | $1,453 |
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 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2016-12-31 | 450250958 |
2015 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 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 | $319,348 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $437,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $431,903 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $379,759 |
Value of total assets at end of year | 2015-12-31 | $4,415,352 |
Value of total assets at beginning of year | 2015-12-31 | $4,533,831 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,924 |
Total interest from all sources | 2015-12-31 | $5,135 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $267,406 |
Participant contributions at end of year | 2015-12-31 | $147,360 |
Participant contributions at beginning of year | 2015-12-31 | $142,296 |
Participant contributions at end of year | 2015-12-31 | $2,700 |
Participant contributions at beginning of year | 2015-12-31 | $2,429 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $1,946 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $4,863 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $5,924 |
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 | $-118,479 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,415,352 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,533,831 |
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 | $4,237,878 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,358,535 |
Interest on participant loans | 2015-12-31 | $5,135 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-65,546 |
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 | $112,353 |
Employer contributions (assets) at end of year | 2015-12-31 | $25,468 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $25,708 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $431,903 |
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 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2015-12-31 | 450250958 |
2014 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 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 | $559,176 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $881,303 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $879,251 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $365,137 |
Value of total assets at end of year | 2014-12-31 | $4,533,831 |
Value of total assets at beginning of year | 2014-12-31 | $4,855,958 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,052 |
Total interest from all sources | 2014-12-31 | $5,544 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $2,052 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $255,822 |
Participant contributions at end of year | 2014-12-31 | $142,296 |
Participant contributions at beginning of year | 2014-12-31 | $116,923 |
Participant contributions at end of year | 2014-12-31 | $2,429 |
Participant contributions at beginning of year | 2014-12-31 | $2,407 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $4,863 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $50,779 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $52,683 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
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 | $-322,127 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,533,831 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,855,958 |
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 | $4,358,535 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $4,663,047 |
Interest on participant loans | 2014-12-31 | $5,544 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $188,495 |
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 | $56,632 |
Employer contributions (assets) at end of year | 2014-12-31 | $25,708 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $22,802 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $879,251 |
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 | EIDE BAILLY LLP |
Accountancy firm EIN | 2014-12-31 | 450250958 |
2013 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 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 | $1,078,464 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $432,279 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $432,279 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $334,203 |
Value of total assets at end of year | 2013-12-31 | $4,855,958 |
Value of total assets at beginning of year | 2013-12-31 | $4,209,773 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $5,137 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $222,865 |
Participant contributions at end of year | 2013-12-31 | $116,923 |
Participant contributions at beginning of year | 2013-12-31 | $143,056 |
Participant contributions at end of year | 2013-12-31 | $2,407 |
Participant contributions at beginning of year | 2013-12-31 | $2,975 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $50,779 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $16,040 |
Other income not declared elsewhere | 2013-12-31 | $384 |
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 | $646,185 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,855,958 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,209,773 |
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 | $4,663,047 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,582,533 |
Interest on participant loans | 2013-12-31 | $5,137 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $458,994 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $738,740 |
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 | $95,298 |
Employer contributions (assets) at end of year | 2013-12-31 | $22,802 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $22,215 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $432,279 |
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 | EIDE BAILLEY, LLP |
Accountancy firm EIN | 2013-12-31 | 450258095 |
2012 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 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 | $734,181 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $235,752 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $229,408 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $316,104 |
Value of total assets at end of year | 2012-12-31 | $4,209,773 |
Value of total assets at beginning of year | 2012-12-31 | $3,711,344 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $6,344 |
Total interest from all sources | 2012-12-31 | $6,779 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $6,344 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $215,894 |
Participant contributions at end of year | 2012-12-31 | $143,056 |
Participant contributions at beginning of year | 2012-12-31 | $145,655 |
Participant contributions at end of year | 2012-12-31 | $2,975 |
Participant contributions at beginning of year | 2012-12-31 | $5,044 |
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 | $498,429 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,209,773 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,711,344 |
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 | $3,582,533 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,060,056 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $6,779 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $458,994 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $473,928 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $411,298 |
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 | $100,210 |
Employer contributions (assets) at end of year | 2012-12-31 | $22,215 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $26,661 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $229,408 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2012-12-31 | 450250958 |
2011 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 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 | $326,822 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $205,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $197,734 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $384,716 |
Value of total assets at end of year | 2011-12-31 | $3,711,344 |
Value of total assets at beginning of year | 2011-12-31 | $3,590,136 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $7,880 |
Total interest from all sources | 2011-12-31 | $5,842 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $7,880 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $244,631 |
Participant contributions at end of year | 2011-12-31 | $145,655 |
Participant contributions at beginning of year | 2011-12-31 | $153,915 |
Participant contributions at end of year | 2011-12-31 | $5,044 |
Participant contributions at beginning of year | 2011-12-31 | $5,196 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $30,922 |
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 | $121,208 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,711,344 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,590,136 |
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 | $3,060,056 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,034,900 |
Interest on participant loans | 2011-12-31 | $5,842 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $473,928 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $367,893 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-63,736 |
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 | $109,163 |
Employer contributions (assets) at end of year | 2011-12-31 | $26,661 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $28,232 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $197,734 |
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 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2011-12-31 | 450250958 |
2010 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 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 | $738,764 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $618,813 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $618,813 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $365,357 |
Value of total assets at end of year | 2010-12-31 | $3,590,136 |
Value of total assets at beginning of year | 2010-12-31 | $3,470,185 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $5,741 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $249,661 |
Participant contributions at end of year | 2010-12-31 | $153,915 |
Participant contributions at beginning of year | 2010-12-31 | $156,077 |
Participant contributions at end of year | 2010-12-31 | $5,196 |
Participant contributions at beginning of year | 2010-12-31 | $5,240 |
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 | $119,951 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,590,136 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,470,185 |
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 | $3,034,900 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,918,740 |
Income. Interest from loans (other than to participants) | 2010-12-31 | $5,741 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $367,893 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $359,485 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $367,666 |
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 | No |
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 | $115,696 |
Employer contributions (assets) at end of year | 2010-12-31 | $28,232 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $30,643 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $618,813 |
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 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2010-12-31 | 450250958 |