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
| Measure | Date | Value |
|---|
| 2023 : KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets to this plan | 2023-12-31 | $0 |
| Total transfer of assets from this plan | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $5,692,763 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $2,241,059 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $2,071,869 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $73,893 |
| Value of total corrective distributions | 2023-12-31 | $78,921 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,754,925 |
| Value of total assets at end of year | 2023-12-31 | $22,237,957 |
| Value of total assets at beginning of year | 2023-12-31 | $18,786,253 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $16,376 |
| Total interest from all sources | 2023-12-31 | $24,725 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $600,663 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $600,663 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,600,603 |
| Participant contributions at end of year | 2023-12-31 | $224,215 |
| Participant contributions at beginning of year | 2023-12-31 | $327,465 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $4,322 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $3,451,704 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $22,237,957 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $18,786,253 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $9,714 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $22,013,742 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $18,458,788 |
| Interest on participant loans | 2023-12-31 | $24,725 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $3,312,450 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $150,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $2,071,869 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | WITHUM SMITH & BROWN |
| Accountancy firm EIN | 2023-12-31 | 222027092 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets to this plan | 2023-01-01 | $0 |
| Total transfer of assets from this plan | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $5,692,763 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $2,241,059 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $2,071,869 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $73,893 |
| Value of total corrective distributions | 2023-01-01 | $78,921 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,754,925 |
| Value of total assets at end of year | 2023-01-01 | $22,237,957 |
| Value of total assets at beginning of year | 2023-01-01 | $18,786,253 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $16,376 |
| Total interest from all sources | 2023-01-01 | $24,725 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $600,663 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $600,663 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,600,603 |
| Participant contributions at end of year | 2023-01-01 | $224,215 |
| Participant contributions at beginning of year | 2023-01-01 | $327,465 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $4,322 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $3,451,704 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $22,237,957 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $18,786,253 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $9,714 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $22,013,742 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $18,458,788 |
| Interest on participant loans | 2023-01-01 | $24,725 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $3,312,450 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $150,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $2,071,869 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | WITHUM SMITH & BROWN |
| Accountancy firm EIN | 2023-01-01 | 222027092 |
| 2022 : KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 2022-12-31 | $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 | $-1,934,504 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,004,915 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $941,443 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $28,847 |
| Value of total corrective distributions | 2022-12-31 | $18,482 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,942,763 |
| Value of total assets at end of year | 2022-12-31 | $18,786,253 |
| Value of total assets at beginning of year | 2022-12-31 | $21,725,672 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $16,143 |
| Total interest from all sources | 2022-12-31 | $20,725 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $582,391 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $582,391 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,721,203 |
| Participant contributions at end of year | 2022-12-31 | $327,465 |
| Participant contributions at beginning of year | 2022-12-31 | $379,051 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $73,949 |
| Other income not declared elsewhere | 2022-12-31 | $10 |
| Administrative expenses (other) incurred | 2022-12-31 | $16,143 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-2,939,419 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,786,253 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,725,672 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $18,458,788 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $21,346,621 |
| Interest on participant loans | 2022-12-31 | $20,725 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,480,393 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $147,611 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $941,443 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WITHUM SMITH & BROWN, PC |
| Accountancy firm EIN | 2022-12-31 | 222027092 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-1,934,504 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,004,915 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $941,443 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $28,847 |
| Value of total corrective distributions | 2022-01-01 | $18,482 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,942,763 |
| Value of total assets at end of year | 2022-01-01 | $18,786,253 |
| Value of total assets at beginning of year | 2022-01-01 | $21,725,672 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $16,143 |
| Total interest from all sources | 2022-01-01 | $20,725 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $582,391 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $582,391 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,721,203 |
| Participant contributions at end of year | 2022-01-01 | $327,465 |
| Participant contributions at beginning of year | 2022-01-01 | $379,051 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $73,949 |
| Other income not declared elsewhere | 2022-01-01 | $10 |
| Administrative expenses (other) incurred | 2022-01-01 | $16,143 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-2,939,419 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $18,786,253 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $21,725,672 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $18,458,788 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $21,346,621 |
| Interest on participant loans | 2022-01-01 | $20,725 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-4,480,393 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $147,611 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $941,443 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | WITHUM SMITH & BROWN, PC |
| Accountancy firm EIN | 2022-01-01 | 222027092 |
| 2021 : KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 2021-12-31 | $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 | $5,281,000 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $2,356,148 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,314,826 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $14,592 |
| Value of total corrective distributions | 2021-12-31 | $11,458 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,745,334 |
| Value of total assets at end of year | 2021-12-31 | $21,725,672 |
| Value of total assets at beginning of year | 2021-12-31 | $18,800,820 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,272 |
| Total interest from all sources | 2021-12-31 | $25,824 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,041,113 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,041,113 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,619,995 |
| Participant contributions at end of year | 2021-12-31 | $379,051 |
| Participant contributions at beginning of year | 2021-12-31 | $321,353 |
| Administrative expenses (other) incurred | 2021-12-31 | $15,272 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $2,924,852 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $21,725,672 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,800,820 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $21,346,621 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $18,479,467 |
| Interest on participant loans | 2021-12-31 | $25,824 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,468,729 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $125,339 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,314,826 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | O'CONNOR & DREW |
| Accountancy firm EIN | 2021-12-31 | 043000523 |
| 2020 : KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $0 |
| Total transfer of assets from this plan | 2020-12-31 | $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 | $4,003,273 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $2,159,290 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,062,822 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $42,098 |
| Value of total corrective distributions | 2020-12-31 | $40,484 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,400,283 |
| Value of total assets at end of year | 2020-12-31 | $18,800,820 |
| Value of total assets at beginning of year | 2020-12-31 | $16,956,837 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $13,886 |
| Total interest from all sources | 2020-12-31 | $24,612 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $463,977 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $463,977 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $1,274,886 |
| Participant contributions at end of year | 2020-12-31 | $321,353 |
| Participant contributions at beginning of year | 2020-12-31 | $379,443 |
| Administrative expenses (other) incurred | 2020-12-31 | $13,886 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,843,983 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $18,800,820 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,956,837 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $18,479,467 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $16,577,394 |
| Interest on participant loans | 2020-12-31 | $24,612 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,114,401 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $125,397 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,062,822 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | O'CONNOR & DREW |
| Accountancy firm EIN | 2020-12-31 | 043000523 |
| 2019 : KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $0 |
| Total transfer of assets from this plan | 2019-12-31 | $0 |
| 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 | $5,015,362 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $1,364,930 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,257,910 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $58,282 |
| Value of total corrective distributions | 2019-12-31 | $32,215 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,748,644 |
| Value of total assets at end of year | 2019-12-31 | $16,956,837 |
| Value of total assets at beginning of year | 2019-12-31 | $13,306,405 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $16,523 |
| Total interest from all sources | 2019-12-31 | $26,399 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $474,173 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $474,173 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $1,570,694 |
| Participant contributions at end of year | 2019-12-31 | $379,443 |
| Participant contributions at beginning of year | 2019-12-31 | $405,579 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $51,586 |
| Administrative expenses (other) incurred | 2019-12-31 | $16,523 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $3,650,432 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $16,956,837 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,306,405 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $16,577,394 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $12,900,826 |
| Interest on participant loans | 2019-12-31 | $26,399 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,766,146 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $126,364 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,257,910 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | O'CONNOR & DREW |
| Accountancy firm EIN | 2019-12-31 | 043000523 |
| 2018 : KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets to this plan | 2018-12-31 | $0 |
| Total transfer of assets from this plan | 2018-12-31 | $0 |
| 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 | $970,289 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $1,092,268 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,026,698 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $9,286 |
| Value of total corrective distributions | 2018-12-31 | $42,986 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,811,417 |
| Value of total assets at end of year | 2018-12-31 | $13,306,405 |
| Value of total assets at beginning of year | 2018-12-31 | $13,428,384 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $13,298 |
| Total interest from all sources | 2018-12-31 | $22,706 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $472,046 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $472,046 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $1,476,601 |
| Participant contributions at end of year | 2018-12-31 | $405,579 |
| Participant contributions at beginning of year | 2018-12-31 | $337,206 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $206,595 |
| Administrative expenses (other) incurred | 2018-12-31 | $13,298 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-121,979 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $13,306,405 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $13,428,384 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $12,900,826 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $13,091,178 |
| Interest on participant loans | 2018-12-31 | $22,706 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,335,880 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $128,221 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,026,698 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | O'CONNOR & DREW |
| Accountancy firm EIN | 2018-12-31 | 043000523 |
