Kennedy Automotive Group, Inc. 401(K) Plan — Form 5500 plan (Kennedy Automotive Group, Inc.)

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, Kennedy Automotive Group, Inc. 401(K) Plan is a benefit plan reported by Kennedy Automotive Group, Inc. under EIN 23-2545536 and plan number 001. The latest loaded filing year is 2023. The filing reports 426 participants and $34,452,309 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kennedy Automotive Group, Inc.
EIN
23-2545536
Plan number
001
Plan type
2
Location
Feasterville, PA
Latest filing year
2023
Participants
426
End-of-year plan assets
$34,452,309

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023426H, C20241011082259NAL0010727875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,452,309
Net assets (EOY)
$34,452,309
Net assets (BOY)
$29,603,596

Income & contributions

Employer contributions
$295,583
Participant contributions
$1,691,388
Total contributions
$2,009,748
Total income / additions
$7,256,802

Expenses & distributions

Benefits paid
$2,339,197
Administrative expenses
$24,687
Total expenses
$2,408,089
Net increase / (decrease)
$4,848,713

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lawrence F. Tornetta LLCAUDITOR$17,000not reported in the loaded dataset2023
Transamerica Life Insurance CompanyRECORDKEEPER$7,687$02023

Related Form 5500 pages