How big is Kelly Grimsley Auto Group Ltd.'s plan?

Kelly Grimsley Auto Group Ltd.'s plan reported $198K in assets and 12 participants for 2023.

Original filing (PDF)20241002123228NAL0004007651001

Kelly Grimsley Auto Group Ltd.

Name: Kelly Grimsley Auto Group Ltd. — Kelly Grimsley Auto, Form 5500 (2023)
Creator: Kelly Grimsley Auto Group Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelly Grimsley Auto Group Ltd. 401(k) Plan

401(k) retirement plan · Kelly Grimsley Auto Group Ltd.'s Kelly Grimsley Auto Group Ltd. 401(k) Plan held $198K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

People on this filing

Christopher Hulse signed Kelly Grimsley Auto Group Ltd.'s 2023 Form 5500 as plan administrator.

Christopher Hulse — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kelly Grimsley Auto Group Ltd.'s EIN is 43-0685753.

EIN 43-0685753

Plan number 002

Plan year 2023

ACK ID 20241002123228NAL0004007651001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kelly Grimsley Auto Group Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kelly Grimsley Auto Group Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLY GRIMSLEY AUTO GROUP LTD.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score