Superior Battery Manufacturing Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Superior Battery Manufacturing, 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, Superior Battery Manufacturing Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Superior Battery Manufacturing, Inc. under EIN 61-1020315 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $7,122,097 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.1MPlan net assets, end of year$7,122,097
Participants160Covered participants reported
Assets / participant$44.5KComputed: assets ÷ participants$44,513 (computed)
Provider compensation$4001 Schedule C provider row(s)
Plan sponsor
Superior Battery Manufacturing, Inc.
EIN
61-1020315
Plan number
001
Plan type
2
Location
Russell Springs, KY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20240802095133NAL0014158179001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$215.9K
Benefits paid / distributions$215.4K
Contributions
Employer$75.7K
Participant$257.3K
Full reported line items

Net assets

Total assets (EOY)
$7,122,097
Total liabilities (EOY)
$0
Net assets (EOY)
$7,122,097
Net assets (BOY)
$5,884,587

Income & contributions

Employer contributions
$75,653
Participant contributions
$257,299
Total contributions
$332,952
Total income / additions
$1,453,384

Expenses & distributions

Benefits paid
$215,354
Administrative expenses
$520
Total expenses
$215,874
Net increase / (decrease)
$1,237,510
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 23%Participant 77%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan ServiRECORDKEEPER$400$02023

Related Form 5500 pages