American Battery Solutions 401(K) Plan — Form 5500 plan (American Battery Solutions, 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, American Battery Solutions 401(K) Plan is a benefit plan reported by American Battery Solutions, Inc. under EIN 83-3191953 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $10,458,808 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.5MPlan net assets, end of year$10,458,808
Participants246Covered participants reported
Assets / participant$42.5KComputed: assets ÷ participants$42,515 (computed)
Provider compensation$37.6K4 Schedule C provider row(s)$37,634
Plan sponsor
American Battery Solutions, Inc.
EIN
83-3191953
Plan number
001
Plan type
2
Location
Lake Orion, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246H, C20241011142358NAL0038998032001
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)$10.5M total assets
Net assets$10.5MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$607.7K
Benefits paid / distributions$568.8K
Contributions
Employer$967.9K
Participant$2.5M
Full reported line items

Net assets

Total assets (EOY)
$10,458,808
Total liabilities (EOY)
$0
Net assets (EOY)
$10,458,808
Net assets (BOY)
$5,705,715

Income & contributions

Employer contributions
$967,866
Participant contributions
$2,471,282
Total contributions
$4,232,719
Total income / additions
$5,503,098

Expenses & distributions

Benefits paid
$568,810
Administrative expenses
$37,634
Total expenses
$607,718
Net increase / (decrease)
$4,895,380
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 28%Participant 72%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Channel Wealth, LLCINVESTMENT ADVISORY$13,514$02023
John Hancock Life Insurance CompanyNONE$11,833$02023
Economic Group Pension ServicesTPA$8,360$02023
Wilshire Associates, Inc.INVESTMENT ADVISORY$3,927$02023

Related Form 5500 pages