Kelly Automotive Group 401(K) Retirement Plan & Trust — Form 5500 plan (Kelly Automotive Group)
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, Kelly Automotive Group 401(K) Retirement Plan & Trust is a benefit plan reported by Kelly Automotive Group under EIN 04-3317401 and plan number 003. The latest loaded filing year is 2023. The filing reports 493 participants and $22,237,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelly Automotive Group
- EIN
- 04-3317401
- Plan number
- 003
- Plan type
- 2
- Location
- Danvers, MA
- Latest filing year
- 2023
- Participants
- 493
- End-of-year plan assets
- $22,237,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20241015050334NAL0028806769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,237,957
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,237,957
- Net assets (BOY)
- $18,786,253
Income & contributions
- Employer contributions
- $150,000
- Participant contributions
- $1,600,603
- Total contributions
- $1,754,925
- Total income / additions
- $5,692,763
Expenses & distributions
- Benefits paid
- $2,071,869
- Administrative expenses
- $16,376
- Total expenses
- $2,241,059
- Net increase / (decrease)
- $3,451,704
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Financial Advisors | INVESTMENT/FINANCIAL ADVI | $9,714 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $6,661 | $0 | 2023 |