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HERITAGE TRACTOR 401(K) PLAN 401k Plan overview

Plan NameHERITAGE TRACTOR 401(K) PLAN
Plan identification number 001

HERITAGE TRACTOR 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HERITAGE TRACTOR, INC. has sponsored the creation of one or more 401k plans.

Company Name:HERITAGE TRACTOR, INC.
Employer identification number (EIN):481194280
NAIC Classification:423400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE TRACTOR 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
0012017-01-01DEREK DUMMERMUTH
0012016-01-01DEREK DUMMERMUTH DEREK DUMMERMUTH2017-10-10
0012015-01-01DEREK DUMMERMUTH
0012014-01-01DEREK DUMMERMUTH DEREK DUMMERMUTH2015-10-15
0012013-01-01SHERRY BROERS SHERRY BROERS2014-10-14
0012012-01-01SHERRY BROERS SHERRY BROERS2013-10-14
0012011-01-01DEREK DUMMERMUTH
0012010-01-01DEREK DUMMERMUTH2011-06-24

Plan Statistics for HERITAGE TRACTOR 401(K) PLAN

401k plan membership statisitcs for HERITAGE TRACTOR 401(K) PLAN

Measure Date Value
2022: HERITAGE TRACTOR 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01577
Total number of active participants reported on line 7a of the Form 55002022-01-01487
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01107
Total of all active and inactive participants2022-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01596
Number of participants with account balances2022-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0130
2021: HERITAGE TRACTOR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01525
Total number of active participants reported on line 7a of the Form 55002021-01-01468
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01542
Number of participants with account balances2021-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: HERITAGE TRACTOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01552
Total number of active participants reported on line 7a of the Form 55002020-01-01437
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0176
Total of all active and inactive participants2020-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01514
Number of participants with account balances2020-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HERITAGE TRACTOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01451
Total number of active participants reported on line 7a of the Form 55002019-01-01467
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01533
Number of participants with account balances2019-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HERITAGE TRACTOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01161
Total number of active participants reported on line 7a of the Form 55002018-01-01389
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0162
Total of all active and inactive participants2018-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01451
Number of participants with account balances2018-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HERITAGE TRACTOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01223
Total number of active participants reported on line 7a of the Form 55002017-01-01180
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01221
Number of participants with account balances2017-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HERITAGE TRACTOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01223
Total number of active participants reported on line 7a of the Form 55002016-01-01185
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
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 balances2016-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HERITAGE TRACTOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01201
Total number of active participants reported on line 7a of the Form 55002015-01-01198
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01223
Number of participants with account balances2015-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HERITAGE TRACTOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01206
Total number of active participants reported on line 7a of the Form 55002014-01-01185
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01201
Number of participants with account balances2014-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HERITAGE TRACTOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01159
Total number of active participants reported on line 7a of the Form 55002013-01-01175
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01188
Number of participants with account balances2013-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HERITAGE TRACTOR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01160
Total number of active participants reported on line 7a of the Form 55002012-01-01151
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01161
Number of participants with account balances2012-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HERITAGE TRACTOR 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01140
Total number of active participants reported on line 7a of the Form 55002011-01-01142
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01160
Number of participants with account balances2011-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on HERITAGE TRACTOR 401(K) PLAN

Measure Date Value
2022 : HERITAGE TRACTOR 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-792,874
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$788,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$691,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,935,557
Value of total assets at end of year2022-12-31$19,206,053
Value of total assets at beginning of year2022-12-31$20,786,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$96,774
Total interest from all sources2022-12-31$4,207
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$96,774
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$2,083,143
Participant contributions at end of year2022-12-31$16,251
Participant contributions at beginning of year2022-12-31$26,131
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,580,909
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,206,053
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,786,962
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,915,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,607,941
Interest on participant loans2022-12-31$397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$274,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$152,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$152,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,732,638
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$839,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$691,261
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 name2022-12-31KCOE ISOM, LLP
Accountancy firm EIN2022-12-31942222122
2021 : HERITAGE TRACTOR 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,105,300
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,455,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,353,856
Value of total corrective distributions2021-12-31$13,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,680,375
Value of total assets at end of year2021-12-31$20,786,962
Value of total assets at beginning of year2021-12-31$18,137,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$87,881
Total interest from all sources2021-12-31$1,197
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$87,881
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,838,261
Participant contributions at end of year2021-12-31$26,131
Participant contributions at beginning of year2021-12-31$41,824
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$95,697
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$2,649,907
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,786,962
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,137,055
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,607,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,760,514
Interest on participant loans2021-12-31$1,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$152,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$334,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$334,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,423,728
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$746,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,353,856
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 name2021-12-31KCOE ISOM, LLP
Accountancy firm EIN2021-12-31480567703
2020 : HERITAGE TRACTOR 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,210,299
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,571,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,470,014
Value of total corrective distributions2020-12-31$27,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,300,306
Value of total assets at end of year2020-12-31$18,137,055
Value of total assets at beginning of year2020-12-31$14,498,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$74,535
Total interest from all sources2020-12-31$2,461
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,470,494
Participant contributions at end of year2020-12-31$41,824
Participant contributions at beginning of year2020-12-31$66,597
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$223,530
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
Value of net income/loss2020-12-31$3,638,652
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,137,055
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,498,403
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,760,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,419,117
Interest on participant loans2020-12-31$2,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$334,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$12,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$12,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,907,532
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$606,282
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,470,014
Contract administrator fees2020-12-31$74,535
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EQUIPMENT DEALER CONSULTING, LLC
Accountancy firm EIN2020-12-31431446880
2019 : HERITAGE TRACTOR 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$80,674
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 income from all sources (including contributions)2019-12-31$4,480,308
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$866,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$805,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,840,851
Value of total assets at end of year2019-12-31$14,498,403
Value of total assets at beginning of year2019-12-31$10,803,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,341
Total interest from all sources2019-12-31$3,460
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$206,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$206,008
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$1,183,596
Participant contributions at end of year2019-12-31$66,597
Participant contributions at beginning of year2019-12-31$108,543
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$31,623
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$187,634
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
Value of net income/loss2019-12-31$3,613,802
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,498,403
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,803,927
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 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$14,419,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,632,572
Interest on participant loans2019-12-31$3,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$18,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$18,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,429,989
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$469,621
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$12,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$805,165
Contract administrator fees2019-12-31$61,341
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EQUIPMENT DEALER CONSULTING, LLC
Accountancy firm EIN2019-12-31431446880
2018 : HERITAGE TRACTOR 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$4,818,949
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$346,775
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$626,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$564,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,054,125
Value of total assets at end of year2018-12-31$10,803,927
Value of total assets at beginning of year2018-12-31$6,265,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$62,552
Total interest from all sources2018-12-31$3,918
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$216,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$216,487
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$749,458
Participant contributions at end of year2018-12-31$108,543
Participant contributions at end of year2018-12-31$31,623
Participant contributions at beginning of year2018-12-31$14,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-280,161
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,803,927
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,265,139
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
Investment advisory and management fees2018-12-31$36,512
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,632,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,233,872
Interest on participant loans2018-12-31$3,562
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$18,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8,672
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-927,755
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$304,667
Employer contributions (assets) at end of year2018-12-31$12,978
Employer contributions (assets) at beginning of year2018-12-31$7,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$564,384
Contract administrator fees2018-12-31$26,040
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 name2018-12-31EQUIPMENT DEALER CONSULTING, LLC
Accountancy firm EIN2018-12-31431446880
2017 : HERITAGE TRACTOR 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$1,758,793
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$380,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$327,747
Value of total corrective distributions2017-12-31$9,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$802,935
Value of total assets at end of year2017-12-31$6,265,139
Value of total assets at beginning of year2017-12-31$4,886,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,495
Total interest from all sources2017-12-31$111,017
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$546,364
Participant contributions at end of year2017-12-31$14,865
Participant contributions at beginning of year2017-12-31$16,776
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,432
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$1,378,599
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,265,139
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,886,540
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
Investment advisory and management fees2017-12-31$26,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,233,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,855,547
Interest on participant loans2017-12-31$110,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$8,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$844,841
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$238,139
Employer contributions (assets) at end of year2017-12-31$7,730
Employer contributions (assets) at beginning of year2017-12-31$7,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$327,747
Contract administrator fees2017-12-31$16,285
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31EQUIPMENT DEALER CONSULTING, LLC
Accountancy firm EIN2017-12-31431688737
2016 : HERITAGE TRACTOR 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$1,115,943
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$327,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$266,645
Value of total corrective distributions2016-12-31$24,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$781,610
Value of total assets at end of year2016-12-31$4,886,540
Value of total assets at beginning of year2016-12-31$4,098,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,120
Total interest from all sources2016-12-31$386
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$87,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$87,049
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$514,381
Participant contributions at end of year2016-12-31$16,776
Participant contributions at beginning of year2016-12-31$1,895
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$43,600
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$788,260
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,886,540
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,098,280
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
Investment advisory and management fees2016-12-31$21,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,855,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,090,484
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$246,898
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$223,629
Employer contributions (assets) at end of year2016-12-31$7,445
Employer contributions (assets) at beginning of year2016-12-31$848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$266,645
Contract administrator fees2016-12-31$14,890
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31EQUIPMENT DEALER CONSULTING, LLC
Accountancy firm EIN2016-12-31431688737
2015 : HERITAGE TRACTOR 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$569,263
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$161,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$127,338
Value of total corrective distributions2015-12-31$5,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$683,744
Value of total assets at end of year2015-12-31$4,098,280
Value of total assets at beginning of year2015-12-31$3,690,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,139
Total interest from all sources2015-12-31$108
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$50,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$50,876
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$460,873
Participant contributions at end of year2015-12-31$1,895
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$23,603
Administrative expenses (other) incurred2015-12-31$13,466
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$408,061
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,098,280
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,690,219
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
Investment advisory and management fees2015-12-31$6,411
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,090,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,675,518
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$14,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$14,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-165,465
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$199,268
Employer contributions (assets) at end of year2015-12-31$848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$127,338
Contract administrator fees2015-12-31$8,262
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WESTERN EQUIPMENT DEALERS ASSOCIATI
Accountancy firm EIN2015-12-31431446880
2014 : HERITAGE TRACTOR 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$5,260
Total income from all sources (including contributions)2014-12-31$953,048
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$290,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$262,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$801,689
Value of total assets at end of year2014-12-31$3,690,219
Value of total assets at beginning of year2014-12-31$3,033,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,622
Total interest from all sources2014-12-31$0
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$9,572
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$433,545
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$177,994
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$5,260
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$5,260
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$662,190
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,690,219
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,028,029
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
Investment advisory and management fees2014-12-31$19,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,675,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,018,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$14,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$151,359
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$190,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$262,236
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 name2014-12-31EQUIPMENT DEALER CONSULTING, LLC
Accountancy firm EIN2014-12-31431446880
2013 : HERITAGE TRACTOR 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$5,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,149
Total income from all sources (including contributions)2013-12-31$1,084,591
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$77,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$50,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$619,792
Value of total assets at end of year2013-12-31$3,033,289
Value of total assets at beginning of year2013-12-31$2,021,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,001
Total interest from all sources2013-12-31$0
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
Administrative expenses professional fees incurred2013-12-31$5,582
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$366,461
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$93,639
Liabilities. Value of operating payables at end of year2013-12-31$5,260
Liabilities. Value of operating payables at beginning of year2013-12-31$1,149
Total non interest bearing cash at end of year2013-12-31$5,260
Total non interest bearing cash at beginning of year2013-12-31$4,870
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$1,007,415
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,028,029
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,020,614
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
Investment advisory and management fees2013-12-31$21,419
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,018,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,007,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$464,799
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$159,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$50,175
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 name2013-12-31SWA FINANCIAL CONSULTING, P.C.
Accountancy firm EIN2013-12-31431446880
2012 : HERITAGE TRACTOR 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$1,149
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$776,849
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$135,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$130,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$530,228
Value of total assets at end of year2012-12-31$2,021,763
Value of total assets at beginning of year2012-12-31$1,378,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,864
Total interest from all sources2012-12-31$0
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$4,864
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$312,054
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$80,924
Liabilities. Value of operating payables at end of year2012-12-31$1,149
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$4,870
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$641,686
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,020,614
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,378,928
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$2,007,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,372,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$246,621
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$137,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$130,299
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 name2012-12-31SWA FINANCIAL CONSULTING, P.C.
Accountancy firm EIN2012-12-31431446880
2011 : HERITAGE TRACTOR 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$323,691
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$115,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$111,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$395,658
Value of total assets at end of year2011-12-31$1,378,928
Value of total assets at beginning of year2011-12-31$1,170,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,731
Total interest from all sources2011-12-31$0
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$3,731
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$278,987
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$208,072
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,378,928
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,170,856
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$1,372,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,166,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-71,967
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$116,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$111,888
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SWA FINANCIAL CONSULTING, P.C.
Accountancy firm EIN2011-12-31431446880

Form 5500 Responses for HERITAGE TRACTOR 401(K) PLAN

2022: HERITAGE TRACTOR 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HERITAGE TRACTOR 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: HERITAGE TRACTOR 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: HERITAGE TRACTOR 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: HERITAGE TRACTOR 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HERITAGE TRACTOR 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HERITAGE TRACTOR 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HERITAGE TRACTOR 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HERITAGE TRACTOR 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HERITAGE TRACTOR 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HERITAGE TRACTOR 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HERITAGE TRACTOR 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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