Original filing (PDF)20240808114852NAL0005003777001

INTERSTATE BATTERY SYSTEM OF SAN JOSE, INC.

Name: INTERSTATE BATTERY SYSTEM OF SAN JOSE, INC. — INTERSTATE BATTERY SYSTEM OF SAN JOSE, INC. SAFE HARBOR 401(K) PLAN, Form 5500 (2023)
Creator: INTERSTATE BATTERY SYSTEM OF SAN JOSE, INC.

Form 5500-SF

FILING_RECEIVED

INTERSTATE BATTERY SYSTEM OF SAN JOSE, INC. SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERSTATE BATTERY SYSTEM OF SAN JOSE, INC..

Plan sponsor

Name

INTERSTATE BATTERY SYSTEM OF SAN JOSE, INC.

EIN

94-2369315

Address

109 FLAGG HILL DRIVE · MONTEREY, CA · 93940

Phone

(831) 333-9733

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2023-12-28

Filed

2024-08-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

MILE MARKER INDUSTRIES, INC

MILE MARKER INDUSTRIES, LLC 401(K) PLAN

SIERRA TRUCK BODY & EQUIPMENT, INC.

SIERRA TRUCK BODY & EQUIPMENT, INC. 401(K) PLAN

NORCAL PARTS, LLC DBA LODI TRUCK AND EQUIPMENT

LODI TRUCK AND EQUIPMENT 401(K) PLAN & TRUST

A&S TRUCK SALES AND SERVICE, LLC

A&S TRUCK SALES AND SERVICE, LLC 401(K) PLAN

CWD, LLC