401k Plan data: KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST plan

KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST
Plan identification number	003

KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KELLY AUTOMOTIVE GROUP has sponsored the creation of one or more 401k plans.

Company Name: KELLY AUTOMOTIVE GROUP

Employer identification number (EIN): 043317401

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01

Plan Statistics for KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST

401k plan membership statisitcs for KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST

Measure Date Value
2022: KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 440
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 234
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 146
Total of all active and inactive participants 2022-01-01 382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 383
Number of participants with account balances 2022-01-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 14
2021: KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 439
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 244
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 138
Total of all active and inactive participants 2021-01-01 384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 385
Number of participants with account balances 2021-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 482
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 346
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 77
Total of all active and inactive participants 2020-01-01 424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 425
Number of participants with account balances 2020-01-01 255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 18
2019: KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 538
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 385
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 80
Total of all active and inactive participants 2019-01-01 466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 467
Number of participants with account balances 2019-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 17
2018: KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 580
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 469
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 97
Total of all active and inactive participants 2018-01-01 567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 568
Number of participants with account balances 2018-01-01 328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 15

Measure	Date	Value
2022: KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	440
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	234
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	146
Total of all active and inactive participants	2022-01-01	382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	383
Number of participants with account balances	2022-01-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	14
2021: KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	439
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	244
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	138
Total of all active and inactive participants	2021-01-01	384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	385
Number of participants with account balances	2021-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	482
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	346
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	77
Total of all active and inactive participants	2020-01-01	424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	425
Number of participants with account balances	2020-01-01	255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	18
2019: KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	538
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	385
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	80
Total of all active and inactive participants	2019-01-01	466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	467
Number of participants with account balances	2019-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	17
2018: KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	580
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	469
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	97
Total of all active and inactive participants	2018-01-01	567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	568
Number of participants with account balances	2018-01-01	328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	15

Financial Data on KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST

Measure	Date	Value
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
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

Form 5500 Responses for KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST

2022: KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KELLY AUTOMOTIVE GROUP
Employer identification number (EIN):	043317401
NAIC Classification:	441110
NAIC Description:	New Car Dealers