2023 Form 5500 filing — Trimble-Batjer 401(K) Employee Savings 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 20240719105427NAL0004292179001) for Trimble-Batjer 401(K) Employee Savings Plan, reported by Trimble-Batjer Insurance Associates, Llp under EIN 75-1329947 and plan number 001. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240719105427NAL0004292179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trimble-Batjer Insurance Associates, Llp
- EIN
- 75-1329947
- Plan number
- 001
- Location
- San Angelo, TX
- Participants
- 31
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,295,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,295,986
- Employer contributions
- $56,096
- Participant contributions
- $104,475
- Total income / additions
- $499,582
- Benefits paid
- $105,860
- Administrative expenses
- $500
- Total expenses
- $106,360
- Net increase / (decrease)
- $393,222
- Schedule source
- Schedule I