Trimble-Batjer 401(K) Employee Savings Plan — Form 5500 plan (Trimble-Batjer Insurance Associates, Llp)
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, Trimble-Batjer 401(K) Employee Savings Plan is a benefit plan reported by Trimble-Batjer Insurance Associates, Llp under EIN 75-1329947 and plan number 001. The latest loaded filing year is 2023. The filing reports 31 participants and $2,295,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trimble-Batjer Insurance Associates, Llp
- EIN
- 75-1329947
- Plan number
- 001
- Plan type
- 2
- Location
- San Angelo, TX
- Latest filing year
- 2023
- Participants
- 31
- End-of-year plan assets
- $2,295,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31 | I | 20240719105427NAL0004292179001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,295,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,295,986
- Net assets (BOY)
- $1,902,764
Income & contributions
- Employer contributions
- $56,096
- Participant contributions
- $104,475
- Total income / additions
- $499,582
Expenses & distributions
- Benefits paid
- $105,860
- Administrative expenses
- $500
- Total expenses
- $106,360
- Net increase / (decrease)
- $393,222
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.