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HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 401k Plan overview

Plan NameHEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN
Plan identification number 001

HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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

HEARTLAND AUTOMOTIVE, LLC has sponsored the creation of one or more 401k plans.

Company Name:HEARTLAND AUTOMOTIVE, LLC
Employer identification number (EIN):450458558
NAIC Classification:441120
NAIC Description:Used Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TESA LARSON
0012016-01-01TESA LARSON
0012015-01-01TESA LARSON
0012014-01-01TESA LARSON
0012013-01-01TESA LARSON
0012012-01-01TESA LARSON
0012011-01-01GINGER FOWLER
0012010-01-01GINGER FOWLER
0012009-01-01GINGER FOWLER

Plan Statistics for HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN

401k plan membership statisitcs for HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN

Measure Date Value
2022: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01250
Total number of active participants reported on line 7a of the Form 55002022-01-01193
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01238
Number of participants with account balances2022-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01254
Total number of active participants reported on line 7a of the Form 55002021-01-01191
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01241
Number of participants with account balances2021-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01237
Total number of active participants reported on line 7a of the Form 55002020-01-01195
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01239
Number of participants with account balances2020-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01259
Total number of active participants reported on line 7a of the Form 55002019-01-01185
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0145
Total of all active and inactive participants2019-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01230
Number of participants with account balances2019-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01247
Total number of active participants reported on line 7a of the Form 55002018-01-01203
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01250
Number of participants with account balances2018-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2017: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01231
Total number of active participants reported on line 7a of the Form 55002017-01-01213
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01245
Number of participants with account balances2017-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01211
Total number of active participants reported on line 7a of the Form 55002016-01-01200
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01223
Number of participants with account balances2016-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01186
Total number of active participants reported on line 7a of the Form 55002015-01-01153
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01171
Number of participants with account balances2015-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01208
Total number of active participants reported on line 7a of the Form 55002014-01-01143
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01175
Number of participants with account balances2014-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01200
Total number of active participants reported on line 7a of the Form 55002013-01-01129
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01190
Number of participants with account balances2013-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01205
Total number of active participants reported on line 7a of the Form 55002012-01-01132
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01191
Number of participants with account balances2012-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01216
Total number of active participants reported on line 7a of the Form 55002011-01-01125
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-0161
Total of all active and inactive participants2011-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01193
Number of participants with account balances2011-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01249
Total number of active participants reported on line 7a of the Form 55002010-01-01158
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-0169
Total of all active and inactive participants2010-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01232
Number of participants with account balances2010-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01259
Total number of active participants reported on line 7a of the Form 55002009-01-01169
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01237
Number of participants with account balances2009-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN

Measure Date Value
2022 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2022 401k financial data
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 incurred2022-12-31$984,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$916,667
Value of total corrective distributions2022-12-31$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 year2022-12-31$7,022,222
Value of total assets at beginning of year2022-12-31$8,537,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$63,308
Total interest from all sources2022-12-31$5,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$4,460
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$548,151
Participant contributions at end of year2022-12-31$143,658
Participant contributions at beginning of year2022-12-31$138,281
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,076
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$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 year2022-12-31$155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$206
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$25,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,875,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,398,244
Interest on participant loans2022-12-31$5,968
Net investment gain/loss from pooled separate accounts2022-12-31$-1,319,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$215,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$916,667
Contract administrator fees2022-12-31$32,939
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2022-12-31450310328
2021 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2021 401k financial data
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 incurred2021-12-31$793,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$8,537,186
Value of total assets at beginning of year2021-12-31$7,657,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,027
Total interest from all sources2021-12-31$7,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$3,992
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$488,330
Participant contributions at end of year2021-12-31$138,281
Participant contributions at beginning of year2021-12-31$196,422
Participant contributions at beginning of year2021-12-31$42,528
Assets. Other investments not covered elsewhere at end of year2021-12-31$661
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$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 year2021-12-31$417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$17,457
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,398,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,399,649
Income. Interest from loans (other than to participants)2021-12-31$7,308
Net investment gain/loss from pooled separate accounts2021-12-31$979,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$192,425
Employer contributions (assets) at beginning of year2021-12-31$9,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$749,425
Contract administrator fees2021-12-31$22,564
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2021-12-31450310328
2020 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2020 401k financial data
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 incurred2020-12-31$956,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$7,657,240
Value of total assets at beginning of year2020-12-31$7,032,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,462
Total interest from all sources2020-12-31$12,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$453,474
Participant contributions at end of year2020-12-31$196,422
Participant contributions at beginning of year2020-12-31$267,827
Participant contributions at end of year2020-12-31$42,528
Participant contributions at beginning of year2020-12-31$40,986
Assets. Other investments not covered elsewhere at end of year2020-12-31$9,153
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$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 appraiser2020-12-31No
Income. Non cash contributions2020-12-31$14
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$8,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,399,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,679,965
Interest on participant loans2020-12-31$12,265
Net investment gain or loss from common/collective trusts2020-12-31$965,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$150,155
Employer contributions (assets) at end of year2020-12-31$9,488
Employer contributions (assets) at beginning of year2020-12-31$8,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$947,924
Contract administrator fees2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY, LLP
Accountancy firm EIN2020-12-31450250958
2019 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$791,632
Total of all expenses incurred2019-12-31$791,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$786,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$7,032,018
Value of total assets at end of year2019-12-31$7,032,018
Value of total assets at beginning of year2019-12-31$6,092,442
Value of total assets at beginning of year2019-12-31$6,092,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,381
Total interest from all sources2019-12-31$10,506
Total interest from all sources2019-12-31$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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$426,225
Contributions received from participants2019-12-31$426,225
Participant contributions at end of year2019-12-31$267,827
Participant contributions at end of year2019-12-31$267,827
Participant contributions at beginning of year2019-12-31$183,823
Participant contributions at beginning of year2019-12-31$183,823
Participant contributions at end of year2019-12-31$40,986
Participant contributions at end of year2019-12-31$40,986
Participant contributions at beginning of year2019-12-31$4,422
Participant contributions at beginning of year2019-12-31$4,422
Assets. Other investments not covered elsewhere at end of year2019-12-31$34,541
Assets. Other investments not covered elsewhere at end of year2019-12-31$34,541
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$20,256
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$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) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$18
Income. Non cash contributions2019-12-31$18
Value of net income/loss2019-12-31$939,576
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,679,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,679,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,844,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,844,442
Interest on participant loans2019-12-31$10,506
Interest on participant loans2019-12-31$10,506
Net investment gain or loss from common/collective trusts2019-12-31$1,113,171
Net investment gain or loss from common/collective trusts2019-12-31$1,113,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$180,281
Contributions received in cash from employer2019-12-31$180,281
Employer contributions (assets) at end of year2019-12-31$8,699
Employer contributions (assets) at end of year2019-12-31$8,699
Employer contributions (assets) at beginning of year2019-12-31$39,499
Employer contributions (assets) at beginning of year2019-12-31$39,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$786,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$786,036
Contract administrator fees2019-12-31$5,381
Contract administrator fees2019-12-31$5,381
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EIDE BAILLY, LLP
Accountancy firm name2019-12-31EIDE BAILLY, LLP
Accountancy firm EIN2019-12-31450250958
Accountancy firm EIN2019-12-31450250958
2018 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$732,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$6,092,442
Value of total assets at beginning of year2018-12-31$6,590,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,248
Total interest from all sources2018-12-31$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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$431,271
Participant contributions at end of year2018-12-31$183,823
Participant contributions at beginning of year2018-12-31$220,527
Participant contributions at end of year2018-12-31$4,422
Participant contributions at beginning of year2018-12-31$4,918
Assets. Other investments not covered elsewhere at end of year2018-12-31$20,256
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$9,587
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$72,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,844,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,314,456
Interest on participant loans2018-12-31$9,415
Net investment gain or loss from common/collective trusts2018-12-31$-458,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$179,594
Employer contributions (assets) at end of year2018-12-31$39,499
Employer contributions (assets) at beginning of year2018-12-31$41,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$729,574
Contract administrator fees2018-12-31$3,248
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EIDE BAILLY, LLP
Accountancy firm EIN2018-12-31450250958
2017 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$231,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$6,590,591
Value of total assets at beginning of year2017-12-31$5,150,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,561
Total interest from all sources2017-12-31$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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$394,821
Participant contributions at end of year2017-12-31$220,527
Participant contributions at beginning of year2017-12-31$186,148
Participant contributions at end of year2017-12-31$4,918
Participant contributions at beginning of year2017-12-31$3,396
Assets. Other investments not covered elsewhere at end of year2017-12-31$9,587
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,314,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,917,809
Interest on participant loans2017-12-31$8,724
Net investment gain or loss from common/collective trusts2017-12-31$829,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$161,465
Employer contributions (assets) at end of year2017-12-31$41,103
Employer contributions (assets) at beginning of year2017-12-31$33,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$228,527
Contract administrator fees2017-12-31$2,561
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EIDE BAILLY, LLP
Accountancy firm EIN2017-12-31450250958
2016 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$187,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$5,150,425
Value of total assets at beginning of year2016-12-31$4,415,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,453
Total interest from all sources2016-12-31$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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$300,660
Participant contributions at end of year2016-12-31$186,148
Participant contributions at beginning of year2016-12-31$147,360
Participant contributions at end of year2016-12-31$3,396
Participant contributions at beginning of year2016-12-31$2,700
Assets. Other investments not covered elsewhere at end of year2016-12-31$9,902
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$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 year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,917,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,237,878
Income. Interest from loans (other than to participants)2016-12-31$6,913
Net investment gain or loss from common/collective trusts2016-12-31$315,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$138,003
Employer contributions (assets) at end of year2016-12-31$33,170
Employer contributions (assets) at beginning of year2016-12-31$25,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$186,257
Contract administrator fees2016-12-31$1,453
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EIDE BAILLY, LLP
Accountancy firm EIN2016-12-31450250958
2015 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$437,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$4,415,352
Value of total assets at beginning of year2015-12-31$4,533,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,924
Total interest from all sources2015-12-31$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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$267,406
Participant contributions at end of year2015-12-31$147,360
Participant contributions at beginning of year2015-12-31$142,296
Participant contributions at end of year2015-12-31$2,700
Participant contributions at beginning of year2015-12-31$2,429
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,946
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$5,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,237,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,358,535
Interest on participant loans2015-12-31$5,135
Net investment gain or loss from common/collective trusts2015-12-31$-65,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$112,353
Employer contributions (assets) at end of year2015-12-31$25,468
Employer contributions (assets) at beginning of year2015-12-31$25,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$431,903
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EIDE BAILLY, LLP
Accountancy firm EIN2015-12-31450250958
2014 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$881,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$4,533,831
Value of total assets at beginning of year2014-12-31$4,855,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,052
Total interest from all sources2014-12-31$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 year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$2,052
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$255,822
Participant contributions at end of year2014-12-31$142,296
Participant contributions at beginning of year2014-12-31$116,923
Participant contributions at end of year2014-12-31$2,429
Participant contributions at beginning of year2014-12-31$2,407
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,863
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$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$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,358,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,663,047
Interest on participant loans2014-12-31$5,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$188,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$56,632
Employer contributions (assets) at end of year2014-12-31$25,708
Employer contributions (assets) at beginning of year2014-12-31$22,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$879,251
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EIDE BAILLY LLP
Accountancy firm EIN2014-12-31450250958
2013 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$432,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$4,855,958
Value of total assets at beginning of year2013-12-31$4,209,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$222,865
Participant contributions at end of year2013-12-31$116,923
Participant contributions at beginning of year2013-12-31$143,056
Participant contributions at end of year2013-12-31$2,407
Participant contributions at beginning of year2013-12-31$2,975
Assets. Other investments not covered elsewhere at end of year2013-12-31$50,779
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,040
Other income not declared elsewhere2013-12-31$384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,663,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,582,533
Interest on participant loans2013-12-31$5,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$458,994
Net investment gain or loss from common/collective trusts2013-12-31$738,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$95,298
Employer contributions (assets) at end of year2013-12-31$22,802
Employer contributions (assets) at beginning of year2013-12-31$22,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$432,279
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EIDE BAILLEY, LLP
Accountancy firm EIN2013-12-31450258095
2012 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$235,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$4,209,773
Value of total assets at beginning of year2012-12-31$3,711,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,344
Total interest from all sources2012-12-31$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 year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$6,344
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$215,894
Participant contributions at end of year2012-12-31$143,056
Participant contributions at beginning of year2012-12-31$145,655
Participant contributions at end of year2012-12-31$2,975
Participant contributions at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,582,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$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 year2012-12-31$458,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$100,210
Employer contributions (assets) at end of year2012-12-31$22,215
Employer contributions (assets) at beginning of year2012-12-31$26,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$229,408
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EIDE BAILLY, LLP
Accountancy firm EIN2012-12-31450250958
2011 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$205,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$3,711,344
Value of total assets at beginning of year2011-12-31$3,590,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,880
Total interest from all sources2011-12-31$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 year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$7,880
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$244,631
Participant contributions at end of year2011-12-31$145,655
Participant contributions at beginning of year2011-12-31$153,915
Participant contributions at end of year2011-12-31$5,044
Participant contributions at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,060,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,034,900
Interest on participant loans2011-12-31$5,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$473,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$367,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-63,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$109,163
Employer contributions (assets) at end of year2011-12-31$26,661
Employer contributions (assets) at beginning of year2011-12-31$28,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$197,734
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EIDE BAILLY, LLP
Accountancy firm EIN2011-12-31450250958
2010 : HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$618,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$3,590,136
Value of total assets at beginning of year2010-12-31$3,470,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$249,661
Participant contributions at end of year2010-12-31$153,915
Participant contributions at beginning of year2010-12-31$156,077
Participant contributions at end of year2010-12-31$5,196
Participant contributions at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,034,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$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 year2010-12-31$367,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$359,485
Net investment gain/loss from pooled separate accounts2010-12-31$367,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$115,696
Employer contributions (assets) at end of year2010-12-31$28,232
Employer contributions (assets) at beginning of year2010-12-31$30,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$618,813
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EIDE BAILLY, LLP
Accountancy firm EIN2010-12-31450250958

Form 5500 Responses for HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN

2022: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HEARTLAND AUTOMOTIVE LLC GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109421
Policy instance 1
Insurance contract or identification number109421
Number of Individuals Covered169
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,782
Amount paid for insurance broker fees5782
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109421
Policy instance 1
Insurance contract or identification number109421
Number of Individuals Covered170
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,743
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5743
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109421
Policy instance 1
Insurance contract or identification number109421
Number of Individuals Covered177
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,489
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10489
Additional information about fees paid to insurance brokerTPA COMPENSATION AND TPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109421
Policy instance 1
Insurance contract or identification number109421
Number of Individuals Covered175
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,851
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2703
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK USA (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109421
Policy instance 1
Insurance contract or identification number109421
Number of Individuals Covered193
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,295
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees12295
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
Insurance broker nameCORPORATE BENEFIT ADMINISTRATORS
JOHN HANCOCK USA (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109421
Policy instance 1
Insurance contract or identification number109421
Number of Individuals Covered130
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,792
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees16375
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?3
Insurance broker nameCORPORATE BENEFIT ADMINISTRATORS
JOHN HANCOCK USA (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109421
Policy instance 1
Insurance contract or identification number109421
Number of Individuals Covered122
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,015
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees17322
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?3
Insurance broker nameCORPORATE BENEFIT ADMINISTRATORS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-028430
Policy instance 1
Insurance contract or identification numberGA-028430
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,446
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees3952
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameCORPORATE BENEFIT ADMIN, INC.
JOHN HANCOCK USA (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109421
Policy instance 2
Insurance contract or identification number109421
Number of Individuals Covered150
Insurance policy start date2013-02-15
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $27,043
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees12098
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
Insurance broker nameCOMMONWEALTH FINANCIAL NET
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-028430
Policy instance 1
Insurance contract or identification numberGA-028430
Number of Individuals Covered145
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,766
Total amount of fees paid to insurance companyUSD $1,846
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $10,933
Insurance broker organization code?3
Amount paid for insurance broker fees1846
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameCORPORATE BENEFIT ADMIN, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-028430
Policy instance 1
Insurance contract or identification numberGA-028430
Number of Individuals Covered157
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $15,625
Total amount of fees paid to insurance companyUSD $1,615
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-028430
Policy instance 1
Insurance contract or identification numberGA-028430
Number of Individuals Covered177
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,922
Total amount of fees paid to insurance companyUSD $1,615
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $12,922
Insurance broker organization code?3
Amount paid for insurance broker fees1615
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker nameCORPORATE BENEFIT ADMIN, INC.

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