2023 Form 5500 filing — Concorde Battery Corporation'S 401(K) Profit Sharing 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 20250714164158NAL0001287473001) for Concorde Battery Corporation'S 401(K) Profit Sharing Plan, reported by Concorde Battery Corporation under EIN 95-3367682 and plan number 001. It reports 401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714164158NAL0001287473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Concorde Battery Corporation
- EIN
- 95-3367682
- Plan number
- 001
- Location
- West Covina, CA
- Participants
- 401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,517,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,517,146
- Employer contributions
- $595,393
- Participant contributions
- $725,255
- Total income / additions
- $4,262,316
- Benefits paid
- $2,121,734
- Administrative expenses
- $7,109
- Total expenses
- $2,128,843
- Net increase / (decrease)
- $2,133,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $7,109 | $0 |