Batesville Savings Plan — Form 5500 plan (Batesville Services LLC)
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, Batesville Savings Plan is a benefit plan reported by Batesville Services LLC under EIN 35-0166166 and plan number 006. The latest loaded filing year is 2023. The filing reports 879 participants and $24,739,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Batesville Services LLC
- EIN
- 35-0166166
- Plan number
- 006
- Plan type
- 2
- Location
- Batesville, IN
- Latest filing year
- 2023
- Participants
- 879
- End-of-year plan assets
- $24,739,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 879 | H, C | 20241015120610NAL0047771008001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,739,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,739,948
- Net assets (BOY)
- $20,185,160
Income & contributions
- Employer contributions
- $1,317,459
- Participant contributions
- $1,322,443
- Total contributions
- $4,574,402
- Total income / additions
- $7,807,627
Expenses & distributions
- Benefits paid
- $3,066,966
- Administrative expenses
- $77,578
- Total expenses
- $3,144,544
- Net increase / (decrease)
- $4,663,083
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Katz, Sapper & Miller | ACCOUNTANT/AUDITOR | $37,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $25,523 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,630 | not reported in the loaded dataset | 2023 |