Kendall Automotive Group Employees' Retirement Plan — Form 5500 plan (Kendall Dealership Holdings, LLC)

Plain-English plan 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, Kendall Automotive Group Employees' Retirement Plan is a benefit plan reported by Kendall Dealership Holdings, LLC under EIN 20-0641188 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,114 participants and $69,319,460 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kendall Dealership Holdings, LLC
EIN
20-0641188
Plan number
001
Plan type
2
Location
Meridian, ID
Latest filing year
2023
Participants
2,114
End-of-year plan assets
$69,319,460

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,114H, C20241002145238NAL0004124371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,319,460
Total liabilities (EOY)
$0
Net assets (EOY)
$69,319,460
Net assets (BOY)
$56,519,750

Income & contributions

Employer contributions
$500,000
Participant contributions
$8,562,314
Total contributions
$10,278,500
Total income / additions
$20,837,858

Expenses & distributions

Benefits paid
$7,858,578
Administrative expenses
$143,942
Total expenses
$8,038,148
Net increase / (decrease)
$12,799,710

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$95,755$02023

Related Form 5500 pages