2023 Form 5500 filing — U.S. Battery Manufacturing 401(K) Savings 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 20240809121618NAL0003284163001) for U.S. Battery Manufacturing 401(K) Savings Plan, reported by A & A Manufacturing Company, Inc under EIN 33-0396404 and plan number 002. It reports 401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240809121618NAL0003284163001
Filing year
2023
Form type
2
Plan sponsor
A & A Manufacturing Company, Inc
EIN
33-0396404
Plan number
002
Location
Corona, CA
Participants
401
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$29,094,513
Total liabilities (EOY)
$0
Net assets (EOY)
$29,094,513
Employer contributions
$672,086
Participant contributions
$1,385,893
Total income / additions
$5,733,414
Benefits paid
$1,281,586
Administrative expenses
$27,186
Total expenses
$1,308,772
Net increase / (decrease)
$4,424,642
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stancorp Financial GroupNONE$102,900not reported in the loaded dataset

Related Form 5500 pages