Original filing (PDF)20250425113231NAL0008803889001

BATES SONS & DAUGHTERS, INC.

Name: BATES SONS & DAUGHTERS, INC. — BATES SONS & DAUGHTERS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BATES SONS & DAUGHTERS, INC.

Form 5500-SF

FILING_RECEIVED

BATES SONS & DAUGHTERS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$162K

Net assets (EOY)

$162K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BATES SONS & DAUGHTERS, INC..

Plan sponsor

Name

BATES SONS & DAUGHTERS, INC.

EIN

65-0542091

Address

81 BATES RD. · LAKE PLACID, FL · 33852

Phone

(863) 465-3274

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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