2023 Form 5500 filing — Batjer & Associates, LLC 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240821142217NAL0006360400001) for Batjer & Associates, LLC 401(K) Profit Sharing Plan, reported by Batjer & Associates, LLC under EIN 75-1237854 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821142217NAL0006360400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Batjer & Associates, LLC
- EIN
- 75-1237854
- Plan number
- 001
- Location
- Abilene, TX
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,961,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,961,395
- Employer contributions
- $290,661
- Participant contributions
- $379,118
- Total income / additions
- $2,320,923
- Benefits paid
- $846,017
- Administrative expenses
- $69,688
- Total expenses
- $915,705
- Net increase / (decrease)
- $1,405,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | not reported in the loaded dataset | $1,867 | $0 |
| Pension Planning Consultants, Inc. | not reported in the loaded dataset | $1,630 | $0 |
| Merrill Lynch | RIA | $0 | not reported in the loaded dataset |