2023 Form 5500 filing — Tulley Automotive Group, Inc. 401k Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240828152842NAL0006894643001) for Tulley Automotive Group, Inc. 401k Profit Sharing Plan, reported by Tulley Automotive Group, Inc. under EIN 02-0241189 and plan number 002. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$16.4MReported net assets$16,425,523
Participants360
Provider compensation$59.6K2 Schedule C row(s)$59,636
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240828152842NAL0006894643001
- Plan sponsor
- Tulley Automotive Group, Inc.
- EIN
- 02-0241189
- Plan number
- 002
- Location
- South Nashua, NH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$16.4M total assets
Net assets$16.4MLiabilities$1.6K
Full reported line items
- Total assets (EOY)
- $16,427,105
- Total liabilities (EOY)
- $1,582
- Net assets (EOY)
- $16,425,523
- Employer contributions
- $263,490
- Participant contributions
- $1,461,621
- Total income / additions
- $4,607,172
- Benefits paid
- $741,863
- Administrative expenses
- $59,636
- Total expenses
- $801,499
- Net increase / (decrease)
- $3,805,673
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $43,621 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $16,015 | $0 |