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J.R. Battle & Company 401(K) Retirement Savings Plan

401(k) Plan

on behalf of JR Battle & Company

P.o. Box 453
Mullins, SC 29574
Phone: (843) 464-6748
Associated EIN: 570181410

J.R. Battle & Company 401(K) Retirement Savings Plan is a 401(k) Plan sponsored by JR Battle & Company. It is located in Mullins, SC.

J.R. Battle & Company 401(K) Retirement Savings Plan has a $1,747,000 portfolio that is mostly invested in Other Investments as of 2011-12-31. Its portfolio has $147,000 in annual income, the majority of which is from Contributions.

ContactRoleAddressPhone
Robert B BattleAdministrator
P.o. Box 453
Mullins, SC 29574
(843) 464-6748

Institutional Portfolio Assets (000):1,747
Managed Accounts-
Fixed Income-
Equities-
Loans & Leases-
Real Estate-
Other Investments1,747
Derivatives-
Cash-
Commodities-
Portfolio Liabilities (000):0
Short Term-
Long Term-
Other-
Portfolio Income (000):147
Other-
Loans & Leases-
Interest-
Contributions147
Dividends-
Capital Gains-
Portfolio Expenses (000):0
Other-
Capital Losses-
Fees-
Interest-
Distributions-
Qualified Client
Accredited Investor
Qualified Purchaser
Qualified Institutional Buyer
Allocation:100/0/0
Leverage ratio:0:1
Investment yield:0%
New capital yield:8.41%
Tax status:tax-exempt
Notes
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Accurate as of: 2011-12-31. Some financial data represents an annualized extrapolation from periodic reporting.
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