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, Battlefield Retirement Plan is a benefit plan reported by Neal Merchant Enterprises, Inc. under EIN 54-1619996 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $9,924,029 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,924,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,924,029
- Net assets (BOY)
- $10,092,856
Income & contributions
- Employer contributions
- $394,553
- Participant contributions
- $780,209
- Total contributions
- $1,174,762
- Total income / additions
- $2,809,844
Expenses & distributions
- Benefits paid
- $2,935,981
- Administrative expenses
- $42,690
- Total expenses
- $2,978,671
- Net increase / (decrease)
- -$168,827