Battle Motors — Form 5500 plan (Battle Motors)

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, Battle Motors is a benefit plan reported by Battle Motors under EIN 86-1232286 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $9,019,913 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9MPlan net assets, end of year$9,019,913
Participants408Covered participants reported
Assets / participant$22.1KComputed: assets ÷ participants$22,108 (computed)
Provider compensation$26.6K1 Schedule C provider row(s)$26,566
Plan sponsor
Battle Motors
EIN
86-1232286
Plan number
001
Plan type
2
Location
New Philadelphia, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023408H, C20250205143520NAL0019162386001
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)$9M total assets
Net assets$9MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$522.7K
Participant$2.1M
Full reported line items

Net assets

Total assets (EOY)
$9,019,913
Total liabilities (EOY)
$0
Net assets (EOY)
$9,019,913
Net assets (BOY)
$5,892,824

Income & contributions

Employer contributions
$522,742
Participant contributions
$2,050,534
Total contributions
$3,014,071
Total income / additions
$4,343,067

Expenses & distributions

Benefits paid
$1,188,461
Administrative expenses
$26,566
Total expenses
$1,215,978
Net increase / (decrease)
$3,127,089
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 20%Participant 80%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$26,566$02023

Related Form 5500 pages