Plan5500

Interstate Batteries Employees Pension Plan — Form 5500 plan (Interstate Batteries, 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, Interstate Batteries Employees Pension Plan is a benefit plan reported by Interstate Batteries, Inc. under EIN 46-2023063 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $24,558,263 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.5MPlan net assets, end of year$24,510,425
Participants276Covered participants reported
Assets / participant$89KComputed: assets ÷ participants$88,979 (computed)
Provider compensation$124.1K4 Schedule C provider row(s)$124,095
Plan sponsor
Interstate Batteries, Inc.
EIN
46-2023063
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    276 participants · 2Sch HSch C
    View filing →
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)$24.6M total assets
Net assets$24.5MLiabilities$47.8K
Money in vs. money out
Total income / additions$3.8M
Total expenses$4.2M
Benefits paid / distributions$4M
Full reported line items

Net assets

Total assets (EOY)
$24,558,263
Total liabilities (EOY)
$47,838
Net assets (EOY)
$24,510,425
Net assets (BOY)
$24,930,316

Income & contributions

Total income / additions
$3,768,442

Expenses & distributions

Benefits paid
$4,037,811
Administrative expenses
$150,522
Total expenses
$4,188,333
Net increase / (decrease)
-$419,891
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.

Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income107%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Schwab Retirement Plan Services Inc$60.5K
    NONE · Direct $60.5K
  2. 2
    Prime Capital Investment Advisors$40K
    NONE · Direct $40K
  3. 3
    Bdo Usa, Llp$23.5K
    NONE · Direct $23.5K
  4. 4
    Charles Schwab & Co Inc$69
    NONE · Direct $69 · Indirect $0

Related Form 5500 pages