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INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 401k Plan overview

Plan NameINDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN
Plan identification number 002

INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INDUSTRIAL BATTERY & CHARGER, INC. has sponsored the creation of one or more 401k plans.

Company Name:INDUSTRIAL BATTERY & CHARGER, INC.
Employer identification number (EIN):561179372
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01T. KEITH EARNHARDT II2023-10-16 T. KEITH EARNHARDT II2023-10-16
0022021-01-01T. KEITH EARNHARDT II2022-10-12 T. KEITH EARNHARDT II2022-10-12
0022020-01-01T. KEITH EARNHARDT II2021-10-07 T. KEITH EARNHARDT II2021-10-07
0022019-01-01T. KEITH EARNHARDT II2020-09-01 T. KEITH EARNHARDT II2020-09-01
0022018-01-01TERRY K. EARNHARDT2019-10-07 TERRY K. EARNHARDT2019-10-07
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01TERRY EARNHARDT TERRY EARNHARDT2013-10-04
0022011-01-01TERRY EARNHARDT TERRY EARNHARDT2012-10-11
0022009-01-01TERRY K. EARNHARDT TERRY K. EARNHARDT2010-10-12

Plan Statistics for INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN

401k plan membership statisitcs for INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN

Measure Date Value
2022: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01135
Total number of active participants reported on line 7a of the Form 55002022-01-01116
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01144
Number of participants with account balances2022-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01134
Total number of active participants reported on line 7a of the Form 55002021-01-01111
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0122
Total of all active and inactive participants2021-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01133
Number of participants with account balances2021-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01129
Total number of active participants reported on line 7a of the Form 55002020-01-01110
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01133
Number of participants with account balances2020-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01130
Total number of active participants reported on line 7a of the Form 55002019-01-01114
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01128
Number of participants with account balances2019-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01149
Total number of active participants reported on line 7a of the Form 55002018-01-01110
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01126
Number of participants with account balances2018-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01147
Total number of active participants reported on line 7a of the Form 55002017-01-01115
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01148
Number of participants with account balances2017-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01148
Total number of active participants reported on line 7a of the Form 55002016-01-01115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01145
Total participants2016-01-01145
Number of participants with account balances2016-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01147
Total number of active participants reported on line 7a of the Form 55002015-01-01110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01143
Number of participants with account balances2015-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01140
Total number of active participants reported on line 7a of the Form 55002014-01-01106
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01144
Number of participants with account balances2014-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01138
Total number of active participants reported on line 7a of the Form 55002013-01-01105
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01137
Total participants2013-01-01137
Number of participants with account balances2013-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01135
Total number of active participants reported on line 7a of the Form 55002012-01-01111
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01137
Number of participants with account balances2012-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01127
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01115
Number of participants with account balances2011-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01121
Total number of active participants reported on line 7a of the Form 55002009-01-01102
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01124
Total participants2009-01-01124
Number of participants with account balances2009-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN

Measure Date Value
2022 : INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-939,196
Total of all expenses incurred2022-12-31$1,413,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,348,115
Value of total corrective distributions2022-12-31$4,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$608,556
Value of total assets at end of year2022-12-31$7,111,593
Value of total assets at beginning of year2022-12-31$9,464,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$61,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$570
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$342,595
Participant contributions at end of year2022-12-31$11,848
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$81,151
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$84,784
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$59,476
Administrative expenses (other) incurred2022-12-31$30,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,352,969
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,111,593
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,464,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$30,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,812,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,179,956
Net investment gain/loss from pooled separate accounts2022-12-31$-1,547,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$206,485
Employer contributions (assets) at end of year2022-12-31$206,485
Employer contributions (assets) at beginning of year2022-12-31$199,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,348,115
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31POTTER & COMPANY
Accountancy firm EIN2022-12-31561220683
2021 : INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,753,318
Total of all expenses incurred2021-12-31$1,289,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,214,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$604,104
Value of total assets at end of year2021-12-31$9,464,562
Value of total assets at beginning of year2021-12-31$9,000,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,259
Total interest from all sources2021-12-31$1,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$450
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$367,350
Assets. Other investments not covered elsewhere at end of year2021-12-31$84,784
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$207,463
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$36,932
Administrative expenses (other) incurred2021-12-31$37,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$464,179
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,464,562
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,000,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$36,760
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,179,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,588,930
Interest earned on other investments2021-12-31$1,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,147,622
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$199,822
Employer contributions (assets) at end of year2021-12-31$199,822
Employer contributions (assets) at beginning of year2021-12-31$203,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,214,880
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31POTTER & COMPANY
Accountancy firm EIN2021-12-31561220683
2020 : INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,805,577
Total of all expenses incurred2020-12-31$574,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$509,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$558,176
Value of total assets at end of year2020-12-31$9,000,383
Value of total assets at beginning of year2020-12-31$7,769,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,303
Total interest from all sources2020-12-31$2,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$770
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$354,186
Assets. Other investments not covered elsewhere at end of year2020-12-31$207,463
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$183,790
Administrative expenses (other) incurred2020-12-31$33,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,231,035
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,000,383
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,769,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$30,696
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,588,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,389,073
Interest earned on other investments2020-12-31$2,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,703
Net investment gain/loss from pooled separate accounts2020-12-31$1,244,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$203,990
Employer contributions (assets) at end of year2020-12-31$203,990
Employer contributions (assets) at beginning of year2020-12-31$182,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$509,239
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31POTTER & COMPANY
Accountancy firm EIN2020-12-31561220683
2019 : INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,803,215
Total of all expenses incurred2019-12-31$517,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$480,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$502,725
Value of total assets at end of year2019-12-31$7,769,348
Value of total assets at beginning of year2019-12-31$6,483,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,391
Total interest from all sources2019-12-31$5,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$450
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$319,943
Assets. Other investments not covered elsewhere at end of year2019-12-31$183,790
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$162,168
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$8,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,285,697
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,769,348
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,483,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$28,764
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,389,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,145,141
Interest earned on other investments2019-12-31$5,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,157
Net investment gain/loss from pooled separate accounts2019-12-31$1,294,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$182,782
Employer contributions (assets) at end of year2019-12-31$182,782
Employer contributions (assets) at beginning of year2019-12-31$171,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$480,127
Contract administrator fees2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31POTTER & COMPANY
Accountancy firm EIN2019-12-31561220683
2018 : INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-36,672
Total of all expenses incurred2018-12-31$338,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$309,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$456,368
Value of total assets at end of year2018-12-31$6,483,651
Value of total assets at beginning of year2018-12-31$6,859,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,919
Total interest from all sources2018-12-31$7,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,171
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$280,150
Assets. Other investments not covered elsewhere at end of year2018-12-31$162,168
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-375,611
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,483,651
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,859,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$28,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,145,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,684,536
Interest earned on other investments2018-12-31$7,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,157
Net investment gain/loss from pooled separate accounts2018-12-31$-500,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$176,218
Employer contributions (assets) at end of year2018-12-31$171,185
Employer contributions (assets) at beginning of year2018-12-31$174,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$309,020
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31POTTER & COMPANY
Accountancy firm EIN2018-12-31561220683
2017 : INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,376,810
Total of all expenses incurred2017-12-31$210,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$179,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$439,445
Value of total assets at end of year2017-12-31$6,859,262
Value of total assets at beginning of year2017-12-31$5,692,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,133
Total interest from all sources2017-12-31$6,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$264,379
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$340
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,166,419
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,859,262
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,692,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$31,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,684,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,519,858
Interest earned on other investments2017-12-31$6,378
Net investment gain/loss from pooled separate accounts2017-12-31$930,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$174,726
Employer contributions (assets) at end of year2017-12-31$174,726
Employer contributions (assets) at beginning of year2017-12-31$172,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$179,258
Contract administrator fees2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31POTTER & COMPANY
Accountancy firm EIN2017-12-31561220683
2016 : INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$805,708
Total of all expenses incurred2016-12-31$239,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$208,446
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$2,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$442,094
Value of total assets at end of year2016-12-31$5,692,843
Value of total assets at beginning of year2016-12-31$5,126,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,968
Total interest from all sources2016-12-31$3,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,469
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$245,015
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$91
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$24,089
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$566,280
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,692,843
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,126,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$26,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,519,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,953,606
Interest earned on other investments2016-12-31$3,185
Net investment gain/loss from pooled separate accounts2016-12-31$360,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$172,990
Employer contributions (assets) at end of year2016-12-31$172,985
Employer contributions (assets) at beginning of year2016-12-31$172,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$208,446
Contract administrator fees2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31POTTER & COMPANY
Accountancy firm EIN2016-12-31561220683
2015 : INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total income from all sources (including contributions)2015-12-31$358,295
Total of all expenses incurred2015-12-31$337,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$310,256
Value of total corrective distributions2015-12-31$2,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$419,704
Value of total assets at end of year2015-12-31$5,126,563
Value of total assets at beginning of year2015-12-31$5,106,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,177
Total interest from all sources2015-12-31$3,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$245,651
Participant contributions at end of year2015-12-31$91
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,197
Administrative expenses (other) incurred2015-12-31$34
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$20,487
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,126,563
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,106,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$25,143
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,953,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,933,880
Interest earned on other investments2015-12-31$3,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-64,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$172,856
Employer contributions (assets) at end of year2015-12-31$172,866
Employer contributions (assets) at beginning of year2015-12-31$171,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$310,256
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31POTTER & COMPANY
Accountancy firm EIN2015-12-31561220683
2014 : INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$10
Total unrealized appreciation/depreciation of assets2014-12-31$10
Total income from all sources (including contributions)2014-12-31$620,342
Total of all expenses incurred2014-12-31$493,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$468,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$417,929
Value of total assets at end of year2014-12-31$5,106,076
Value of total assets at beginning of year2014-12-31$4,979,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,888
Total interest from all sources2014-12-31$1,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$246,718
Total non interest bearing cash at end of year2014-12-31$985
Total non interest bearing cash at beginning of year2014-12-31$504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$126,460
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,106,076
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,979,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$24,888
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,933,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,811,693
Interest earned on other investments2014-12-31$1,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,634
Net investment gain/loss from pooled separate accounts2014-12-31$200,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$171,211
Employer contributions (assets) at end of year2014-12-31$171,211
Employer contributions (assets) at beginning of year2014-12-31$165,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$468,994
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GREERWALKER, LLP
Accountancy firm EIN2014-12-31561434747
2013 : INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2
Total unrealized appreciation/depreciation of assets2013-12-31$2
Total income from all sources (including contributions)2013-12-31$1,240,303
Total of all expenses incurred2013-12-31$195,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$173,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$544,002
Value of total assets at end of year2013-12-31$4,979,616
Value of total assets at beginning of year2013-12-31$3,935,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,814
Total interest from all sources2013-12-31$4
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$228,918
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$149,299
Total non interest bearing cash at end of year2013-12-31$504
Total non interest bearing cash at beginning of year2013-12-31$132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,044,535
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,979,616
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,935,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$21,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,811,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,781,771
Interest earned on other investments2013-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,328
Net investment gain/loss from pooled separate accounts2013-12-31$696,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$165,785
Employer contributions (assets) at end of year2013-12-31$165,785
Employer contributions (assets) at beginning of year2013-12-31$151,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$173,954
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GREERWALKER, LLP
Accountancy firm EIN2013-12-31561434747
2012 : INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-9
Total unrealized appreciation/depreciation of assets2012-12-31$-9
Total income from all sources (including contributions)2012-12-31$819,029
Total of all expenses incurred2012-12-31$243,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$225,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$364,156
Value of total assets at end of year2012-12-31$3,935,081
Value of total assets at beginning of year2012-12-31$3,359,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,044
Total interest from all sources2012-12-31$4
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$212,191
Participant contributions at end of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$4,424
Total non interest bearing cash at end of year2012-12-31$132
Total non interest bearing cash at beginning of year2012-12-31$7,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$575,920
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,935,081
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,359,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$13,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,781,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,291,910
Interest earned on other investments2012-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$892
Net investment gain/loss from pooled separate accounts2012-12-31$454,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$151,965
Employer contributions (assets) at end of year2012-12-31$151,850
Employer contributions (assets) at beginning of year2012-12-31$58,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$225,065
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GREERWALKER, LLP
Accountancy firm EIN2012-12-31561434747
2011 : INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$25
Total unrealized appreciation/depreciation of assets2011-12-31$25
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$143,854
Total of all expenses incurred2011-12-31$305,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$288,303
Value of total corrective distributions2011-12-31$92
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$251,215
Value of total assets at end of year2011-12-31$3,359,161
Value of total assets at beginning of year2011-12-31$3,521,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,485
Total interest from all sources2011-12-31$60
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$187,720
Participant contributions at beginning of year2011-12-31$11
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Administrative expenses (other) incurred2011-12-31$17,485
Total non interest bearing cash at end of year2011-12-31$7,990
Total non interest bearing cash at beginning of year2011-12-31$31,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-162,026
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,359,161
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,521,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,291,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,404,385
Interest earned on other investments2011-12-31$60
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$20,148
Net investment gain/loss from pooled separate accounts2011-12-31$-107,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$63,495
Employer contributions (assets) at end of year2011-12-31$58,369
Employer contributions (assets) at beginning of year2011-12-31$65,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$288,303
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GREER & WALKER, LLP
Accountancy firm EIN2011-12-31561434747
2010 : INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$-27
Total unrealized appreciation/depreciation of assets2010-12-31$-27
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$164
Total income from all sources (including contributions)2010-12-31$675,357
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$211,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$194,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$277,387
Value of total assets at end of year2010-12-31$3,521,187
Value of total assets at beginning of year2010-12-31$3,057,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,253
Total interest from all sources2010-12-31$258
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$182,243
Participant contributions at end of year2010-12-31$11
Participant contributions at beginning of year2010-12-31$7,133
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$63
Administrative expenses (other) incurred2010-12-31$17,253
Liabilities. Value of operating payables at beginning of year2010-12-31$164
Total non interest bearing cash at end of year2010-12-31$31,562
Total non interest bearing cash at beginning of year2010-12-31$32,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$464,087
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,521,187
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,057,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,404,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,929,557
Interest earned on other investments2010-12-31$258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$20,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$15,655
Net investment gain/loss from pooled separate accounts2010-12-31$397,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$95,081
Employer contributions (assets) at end of year2010-12-31$65,081
Employer contributions (assets) at beginning of year2010-12-31$72,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$194,017
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31AUSTIN AND FALLS CPAS
Accountancy firm EIN2010-12-31560895411

Form 5500 Responses for INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN

2022: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: INDUSTRIAL BATTERY & CHARGER, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22559
Policy instance 1
Insurance contract or identification number22559
Number of Individuals Covered92
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,529
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees4529
Additional information about fees paid to insurance brokerTPA ADMINISTRATION, DISTRIBUTIONS AND FORUM COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22559
Policy instance 1
Insurance contract or identification number22559
Number of Individuals Covered98
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,033
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees5033
Additional information about fees paid to insurance brokerADMINISTRATION, DISTRIBUTIONS AND TPA FORUM COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22559
Policy instance 1
Insurance contract or identification number22559
Number of Individuals Covered98
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,562
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees4562
Additional information about fees paid to insurance brokerADMINISTRATION, DISTRIBUTIONS AND TPA FORUM COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22559
Policy instance 1
Insurance contract or identification number22559
Number of Individuals Covered96
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,998
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees3998
Additional information about fees paid to insurance brokerADMINISTRATION, DISTRIBUTIONS AND TPA FORUM COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22559
Policy instance 1
Insurance contract or identification number22559
Number of Individuals Covered92
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,573
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees4573
Additional information about fees paid to insurance brokerADMINISTRATION, DISTRIBUTIONS AND TPA FORUM COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22559
Policy instance 1
Insurance contract or identification number22559
Number of Individuals Covered112
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,072
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees3072
Additional information about fees paid to insurance brokerADMINISTRATRATIVE FEES AND TPA FORUM COMPENSATION
Insurance broker organization code?5
Insurance broker nameEXECUTIVE PENSION SERVICES, LTD.

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