Concorde Battery Corporation'S 401(K) Profit Sharing Plan — Form 5500 plan (Concorde Battery Corporation)
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, Concorde Battery Corporation'S 401(K) Profit Sharing Plan is a benefit plan reported by Concorde Battery Corporation under EIN 95-3367682 and plan number 001. The latest loaded filing year is 2023. The filing reports 401 participants and $18,517,146 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Concorde Battery Corporation
- EIN
- 95-3367682
- Plan number
- 001
- Plan type
- 2
- Location
- West Covina, CA
- Latest filing year
- 2023
- Participants
- 401
- End-of-year plan assets
- $18,517,146
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 401 | H, C | 20250714164158NAL0001287473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,517,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,517,146
- Net assets (BOY)
- $16,383,673
Income & contributions
- Employer contributions
- $595,393
- Participant contributions
- $725,255
- Total contributions
- $1,328,581
- Total income / additions
- $4,262,316
Expenses & distributions
- Benefits paid
- $2,121,734
- Administrative expenses
- $7,109
- Total expenses
- $2,128,843
- Net increase / (decrease)
- $2,133,473
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $7,109 | $0 | 2023 |