Tulley Automotive Group, Inc. 401k Profit Sharing Plan — Form 5500 plan (Tulley Automotive Group, Inc.)
Plain-English plan 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, Tulley Automotive Group, Inc. 401k Profit Sharing Plan is a benefit plan reported by Tulley Automotive Group, Inc. under EIN 02-0241189 and plan number 002. The latest loaded filing year is 2023. The filing reports 360 participants and $16,427,105 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.4MPlan net assets, end of year$16,425,523
Participants360Covered participants reported
Assets / participant$45.6KComputed: assets ÷ participants$45,631 (computed)
Provider compensation$59.6K2 Schedule C provider row(s)$59,636
- Plan sponsor
- Tulley Automotive Group, Inc.
- EIN
- 02-0241189
- Plan number
- 002
- Plan type
- 2
- Location
- South Nashua, NH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 360 | H, C | 20240828152842NAL0006894643001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$16.4M total assets
Net assets$16.4MLiabilities$1.6K
Full reported line items
Net assets
- Total assets (EOY)
- $16,427,105
- Total liabilities (EOY)
- $1,582
- Net assets (EOY)
- $16,425,523
- Net assets (BOY)
- $12,619,850
Income & contributions
- Employer contributions
- $263,490
- Participant contributions
- $1,461,621
- Total contributions
- $2,168,209
- Total income / additions
- $4,607,172
Expenses & distributions
- Benefits paid
- $741,863
- Administrative expenses
- $59,636
- Total expenses
- $801,499
- Net increase / (decrease)
- $3,805,673
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
15%85%
Employer 15%Participant 85%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $43,621 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $16,015 | $0 | 2023 |