2023 Form 5500 filing — Kendall Automotive Group Employees' Retirement 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 20241002145238NAL0004124371001) for Kendall Automotive Group Employees' Retirement Plan, reported by Kendall Dealership Holdings, LLC under EIN 20-0641188 and plan number 001. It reports 2,114 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002145238NAL0004124371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kendall Dealership Holdings, LLC
- EIN
- 20-0641188
- Plan number
- 001
- Location
- Meridian, ID
- Participants
- 2,114
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,319,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,319,460
- Employer contributions
- $500,000
- Participant contributions
- $8,562,314
- Total income / additions
- $20,837,858
- Benefits paid
- $7,858,578
- Administrative expenses
- $143,942
- Total expenses
- $8,038,148
- Net increase / (decrease)
- $12,799,710
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $95,755 | $0 |