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, Batjer & Associates, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Batjer & Associates, LLC under EIN 75-1237854 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $9,961,395 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,961,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,961,395
- Net assets (BOY)
- $8,556,177
Income & contributions
- Employer contributions
- $290,661
- Participant contributions
- $379,118
- Total contributions
- $669,779
- Total income / additions
- $2,320,923
Expenses & distributions
- Benefits paid
- $846,017
- Administrative expenses
- $69,688
- Total expenses
- $915,705
- Net increase / (decrease)
- $1,405,218