Original filing (PDF)20230303123528NAL0009889938001

ROCK FAMILY ENTERPRISES, INC. DBA BATTERIES PLUS BULBS

Name: ROCK FAMILY ENTERPRISES, INC. DBA BATTERIES PLUS BULBS — ROCK FAMILY ENTERPRISES, INC. DBA BATTERIES PLUS BULBS 401(K) PLAN, Form 5500 (2022)
Creator: ROCK FAMILY ENTERPRISES, INC. DBA BATTERIES PLUS BULBS

Form 5500-SF

FILING_RECEIVED

ROCK FAMILY ENTERPRISES, INC. DBA BATTERIES PLUS BULBS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$567K

Net assets (EOY)

$567K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 ROCK FAMILY ENTERPRISES, INC. DBA BATTERIES PLUS BULBS.

Plan sponsor

Name

ROCK FAMILY ENTERPRISES, INC. DBA BATTERIES PLUS BULBS

EIN

65-0760078

Address

6240 14TH ST W · BRANDENTON, FL · 342074610

Phone

(941) 755-7271

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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