Batesville Tool & Die, Inc. Employees' Retirement Savings Plan — Form 5500 plan (Batesville Tool & Die, Inc.)

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 Tool & Die, Inc. Employees' Retirement Savings Plan is a benefit plan reported by Batesville Tool & Die, Inc. under EIN 35-1444312 and plan number 001. The latest loaded filing year is 2023. The filing reports 630 participants and $30,976,348 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Batesville Tool & Die, Inc.
EIN
35-1444312
Plan number
001
Plan type
2
Location
Batesville, IN
Latest filing year
2023
Participants
630
End-of-year plan assets
$30,976,348

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023630H, C20250627145748NAL0005551011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,976,348
Total liabilities (EOY)
$0
Net assets (EOY)
$30,976,348
Net assets (BOY)
$25,967,685

Income & contributions

Employer contributions
$268,958
Participant contributions
$1,373,782
Total contributions
$1,950,317
Total income / additions
$8,075,098

Expenses & distributions

Benefits paid
$3,021,321
Administrative expenses
$32,801
Total expenses
$3,066,435
Net increase / (decrease)
$5,008,663

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$26,610not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$6,291$02023

Related Form 5500 pages