· 2022–2024 · DOL EFAST2

BATTLES INSURANCE AGENCY, INC. — BATTLES INSURANCE AGENCY, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20241202082538NAL0001582977001

BATTLES INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

BATTLES INSURANCE AGENCY, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BATTLES INSURANCE AGENCY, INC..

Plan sponsor

Name

BATTLES INSURANCE AGENCY, INC.

EIN

34-0899184all filings

Address

PO BOX 109 · NORWALK, OH · 448570109

Phone

(419) 668-4402

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

BATTLES INSURANCE AGENCY, INC.

EIN

34-0899184

City

NORWALK, OH

Phone

(419) 668-4402

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-08-01

Filed

2024-12-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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