2023 Form 5500 filing — Batesville 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 20241015120610NAL0047771008001) for Batesville Savings Plan, reported by Batesville Services LLC under EIN 35-0166166 and plan number 006. It reports 879 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120610NAL0047771008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Batesville Services LLC
- EIN
- 35-0166166
- Plan number
- 006
- Location
- Batesville, IN
- Participants
- 879
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,739,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,739,948
- Employer contributions
- $1,317,459
- Participant contributions
- $1,322,443
- Total income / additions
- $7,807,627
- Benefits paid
- $3,066,966
- Administrative expenses
- $77,578
- Total expenses
- $3,144,544
- Net increase / (decrease)
- $4,663,083
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Katz, Sapper & Miller | ACCOUNTANT/AUDITOR | $37,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $25,523 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $10,630 | not reported in the loaded dataset |