2023 Form 5500 filing — Kelly Automotive Group 401(K) Retirement Plan & Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015050334NAL0028806769001) for Kelly Automotive Group 401(K) Retirement Plan & Trust, reported by Kelly Automotive Group under EIN 04-3317401 and plan number 003. It reports 493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015050334NAL0028806769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelly Automotive Group
- EIN
- 04-3317401
- Plan number
- 003
- Location
- Danvers, MA
- Participants
- 493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,237,957
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,237,957
- Employer contributions
- $150,000
- Participant contributions
- $1,600,603
- Total income / additions
- $5,692,763
- Benefits paid
- $2,071,869
- Administrative expenses
- $16,376
- Total expenses
- $2,241,059
- Net increase / (decrease)
- $3,451,704
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Advisors | INVESTMENT/FINANCIAL ADVI | $9,714 | $0 |
| Adp, Inc. | RECORD KEEPER | $6,661 | $0 |