Batteries Plus, LLC 401(K) Plan — Form 5500 plan (Batteries Plus, LLC)

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, Batteries Plus, LLC 401(K) Plan is a benefit plan reported by Batteries Plus, LLC under EIN 39-1703248 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,207 participants and $39,984,041 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Batteries Plus, LLC
EIN
39-1703248
Plan number
002
Plan type
2
Location
Hartland, WI
Latest filing year
2023
Participants
1,207
End-of-year plan assets
$39,984,041

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,207H, C20241015110744NAL0016202195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,984,041
Total liabilities (EOY)
$0
Net assets (EOY)
$39,984,041
Net assets (BOY)
$32,197,277

Income & contributions

Employer contributions
$1,507,251
Participant contributions
$3,718,021
Total contributions
$5,528,515
Total income / additions
$11,384,460

Expenses & distributions

Benefits paid
$3,492,807
Administrative expenses
$99,998
Total expenses
$3,597,696
Net increase / (decrease)
$7,786,764

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$61,615$02023
Merrill LynchFINANCIAL ADVISOR$35,163not reported in the loaded dataset2023

Related Form 5500 pages