2023 Form 5500 filing — Battlefield Retirement 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 20250711152327NAL0009750960001) for Battlefield Retirement Plan, reported by Neal Merchant Enterprises, Inc. under EIN 54-1619996 and plan number 002. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711152327NAL0009750960001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Neal Merchant Enterprises, Inc.
- EIN
- 54-1619996
- Plan number
- 002
- Location
- Culpeper, VA
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,924,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,924,029
- Employer contributions
- $394,553
- Participant contributions
- $780,209
- Total income / additions
- $2,809,844
- Benefits paid
- $2,935,981
- Administrative expenses
- $42,690
- Total expenses
- $2,978,671
- Net increase / (decrease)
- -$168,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jackson Avenue, LLC | NONE | $23,544 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $15,308 | not reported in the loaded dataset |
| Mid Atlantic Trust Company | NONE | $3,839 | $0 |