KELLY AUTOMOTIVE GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST
401k plan membership statisitcs for KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST
Measure | Date | Value |
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2017 : KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $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 | $3,452,685 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $820,431 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $736,345 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $13,414 |
Value of total corrective distributions | 2017-12-31 | $57,494 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,565,003 |
Value of total assets at end of year | 2017-12-31 | $13,428,384 |
Value of total assets at beginning of year | 2017-12-31 | $10,796,130 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $13,178 |
Total interest from all sources | 2017-12-31 | $17,570 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $296,686 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $296,686 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,445,864 |
Participant contributions at end of year | 2017-12-31 | $337,206 |
Participant contributions at beginning of year | 2017-12-31 | $257,849 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,141 |
Other income not declared elsewhere | 2017-12-31 | $4,945 |
Administrative expenses (other) incurred | 2017-12-31 | $13,178 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,632,254 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $13,428,384 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,796,130 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $13,091,178 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $10,538,281 |
Interest on participant loans | 2017-12-31 | $17,570 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,568,481 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $116,998 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $736,345 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | O'CONNOR & DREW |
Accountancy firm EIN | 2017-12-31 | 043000523 |
2016 : KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $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 | $2,413,176 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,364,069 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,268,193 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $39,000 |
Value of total corrective distributions | 2016-12-31 | $43,925 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,487,178 |
Value of total assets at end of year | 2016-12-31 | $10,796,130 |
Value of total assets at beginning of year | 2016-12-31 | $9,747,023 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $12,951 |
Total interest from all sources | 2016-12-31 | $19,887 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $225,527 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $225,527 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,272,252 |
Participant contributions at end of year | 2016-12-31 | $257,849 |
Participant contributions at beginning of year | 2016-12-31 | $423,733 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $97,905 |
Other income not declared elsewhere | 2016-12-31 | $2,566 |
Administrative expenses (other) incurred | 2016-12-31 | $12,951 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,049,107 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $10,796,130 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,747,023 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $10,538,281 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,323,290 |
Interest on participant loans | 2016-12-31 | $19,887 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $678,018 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $117,021 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,268,193 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | O'CONNOR & DREW |
Accountancy firm EIN | 2016-12-31 | 043000523 |
2015 : KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $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 | $1,150,336 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $608,118 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $571,128 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $12,717 |
Value of total corrective distributions | 2015-12-31 | $15,391 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,219,215 |
Value of total assets at end of year | 2015-12-31 | $9,747,023 |
Value of total assets at beginning of year | 2015-12-31 | $9,204,805 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $8,882 |
Total interest from all sources | 2015-12-31 | $17,875 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $261,133 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $261,133 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,123,064 |
Participant contributions at end of year | 2015-12-31 | $423,733 |
Participant contributions at beginning of year | 2015-12-31 | $336,793 |
Other income not declared elsewhere | 2015-12-31 | $112 |
Administrative expenses (other) incurred | 2015-12-31 | $8,882 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $542,218 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,747,023 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,204,805 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,323,290 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,069,038 |
Interest on participant loans | 2015-12-31 | $17,875 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $4,139,150 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $659,824 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $659,824 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-435,877 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $87,878 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $96,151 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $571,128 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | O'CONNOR & DREW |
Accountancy firm EIN | 2015-12-31 | 043000523 |
2014 : KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $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 | $1,644,609 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $553,602 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $457,597 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $48,064 |
Value of total corrective distributions | 2014-12-31 | $43,478 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,047,768 |
Value of total assets at end of year | 2014-12-31 | $9,204,805 |
Value of total assets at beginning of year | 2014-12-31 | $8,113,798 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,463 |
Total interest from all sources | 2014-12-31 | $15,783 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $352,055 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $352,055 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $878,443 |
Participant contributions at end of year | 2014-12-31 | $336,793 |
Participant contributions at beginning of year | 2014-12-31 | $287,541 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $74,325 |
Other income not declared elsewhere | 2014-12-31 | $267 |
Administrative expenses (other) incurred | 2014-12-31 | $4,463 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,091,007 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,204,805 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,113,798 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $4,069,038 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,454,779 |
Interest on participant loans | 2014-12-31 | $15,783 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $4,139,150 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,771,165 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $659,824 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $600,313 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $600,313 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-104,242 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $332,978 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $95,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $457,597 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | O'CONNOR & DREW |
Accountancy firm EIN | 2014-12-31 | 043000523 |
2013 : KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $2,385,486 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,102,366 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,068,231 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $203 |
Value of total corrective distributions | 2013-12-31 | $30,132 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $922,428 |
Value of total assets at end of year | 2013-12-31 | $8,113,798 |
Value of total assets at beginning of year | 2013-12-31 | $6,830,678 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,800 |
Total interest from all sources | 2013-12-31 | $12,795 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $286,428 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $286,428 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $689,093 |
Participant contributions at end of year | 2013-12-31 | $287,541 |
Participant contributions at beginning of year | 2013-12-31 | $295,408 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $146,856 |
Other income not declared elsewhere | 2013-12-31 | $67 |
Administrative expenses (other) incurred | 2013-12-31 | $3,800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,283,120 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,113,798 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,830,678 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,454,779 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,749,566 |
Interest on participant loans | 2013-12-31 | $12,795 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,771,165 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,147,607 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $600,313 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $638,097 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $638,097 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $333,382 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $830,386 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $86,479 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,068,231 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | O'CONNOR & DREW |
Accountancy firm EIN | 2013-12-31 | 043000523 |
2012 : KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $1,418,029 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $382,229 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $371,112 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $4,371 |
Value of total corrective distributions | 2012-12-31 | $2,821 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $727,333 |
Value of total assets at end of year | 2012-12-31 | $6,830,678 |
Value of total assets at beginning of year | 2012-12-31 | $5,794,878 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,925 |
Total interest from all sources | 2012-12-31 | $12,060 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $64,362 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $64,362 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $610,361 |
Participant contributions at end of year | 2012-12-31 | $295,408 |
Participant contributions at beginning of year | 2012-12-31 | $234,992 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $41,972 |
Other income not declared elsewhere | 2012-12-31 | $186 |
Administrative expenses (other) incurred | 2012-12-31 | $3,925 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,035,800 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,830,678 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,794,878 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,749,566 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,145,624 |
Interest on participant loans | 2012-12-31 | $12,060 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,147,607 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,834,369 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $638,097 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $579,893 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $579,893 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $249,284 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $364,804 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $75,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $371,112 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | O'CONNOR & DREW |
Accountancy firm EIN | 2012-12-31 | 043000523 |
2011 : KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $594,290 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $210,997 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $169,227 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $17,159 |
Value of total corrective distributions | 2011-12-31 | $21,486 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $708,443 |
Value of total assets at end of year | 2011-12-31 | $5,794,878 |
Value of total assets at beginning of year | 2011-12-31 | $5,411,585 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,125 |
Total interest from all sources | 2011-12-31 | $13,744 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $37,734 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $37,734 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $615,781 |
Participant contributions at end of year | 2011-12-31 | $234,992 |
Participant contributions at beginning of year | 2011-12-31 | $275,385 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $4,822 |
Other income not declared elsewhere | 2011-12-31 | $134 |
Administrative expenses (other) incurred | 2011-12-31 | $3,125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $383,293 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,794,878 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,411,585 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,145,624 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,972,854 |
Interest on participant loans | 2011-12-31 | $13,744 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,834,369 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,599,616 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $579,893 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $563,730 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $563,730 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-149,796 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-15,969 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $87,840 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $169,227 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | O'CONNOR & DREW |
Accountancy firm EIN | 2011-12-31 | 043000523 |
2010 : KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $1,225,612 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $627,697 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $615,331 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $1,010 |
Value of total corrective distributions | 2010-12-31 | $7,581 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $669,694 |
Value of total assets at end of year | 2010-12-31 | $5,411,585 |
Value of total assets at beginning of year | 2010-12-31 | $4,813,670 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,775 |
Total interest from all sources | 2010-12-31 | $16,520 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $15,181 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $15,181 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $482,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $563,590 |
Participant contributions at end of year | 2010-12-31 | $275,385 |
Participant contributions at beginning of year | 2010-12-31 | $317,932 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $28,535 |
Other income not declared elsewhere | 2010-12-31 | $12,182 |
Administrative expenses (other) incurred | 2010-12-31 | $3,775 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $597,915 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,411,585 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,813,670 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,972,854 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,612,872 |
Interest on participant loans | 2010-12-31 | $16,520 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,599,616 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,273,594 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $563,730 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $609,272 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $609,272 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $222,900 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $289,135 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $77,569 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $615,331 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | O'CONNOR & DREW |
Accountancy firm EIN | 2010-12-31 | 043000523 |
2009 : KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |