2023 Form 5500 filing — Batteries Plus, LLC 401(K) 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 20241015110744NAL0016202195001) for Batteries Plus, LLC 401(K) Plan, reported by Batteries Plus, LLC under EIN 39-1703248 and plan number 002. It reports 1,207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110744NAL0016202195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Batteries Plus, LLC
- EIN
- 39-1703248
- Plan number
- 002
- Location
- Hartland, WI
- Participants
- 1,207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,984,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,984,041
- Employer contributions
- $1,507,251
- Participant contributions
- $3,718,021
- Total income / additions
- $11,384,460
- Benefits paid
- $3,492,807
- Administrative expenses
- $99,998
- Total expenses
- $3,597,696
- Net increase / (decrease)
- $7,786,764
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $61,615 | $0 |
| Merrill Lynch | FINANCIAL ADVISOR | $35,163 | not reported in the loaded dataset |