2023 Form 5500 filing — Ross Express LLC Savings & Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240822203806NAL0002795699001) for Ross Express LLC Savings & Retirement Plan, reported by Ross Express LLC under EIN 61-1867549 and plan number 001. It reports 382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.9MReported net assets$10,884,824
Participants382
Provider compensation$33.2K3 Schedule C row(s)$33,176
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240822203806NAL0002795699001
Plan sponsor
Ross Express LLC
EIN
61-1867549
Plan number
001
Location
Boscawen, NH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.9M total assets
Net assets$10.9MLiabilities
Money in vs. money out
Total income / additions$2.5M
Total expenses$993.9K
Benefits paid / distributions$945K
Contributions
Employer$260.1K
Participant$907.7K
Full reported line items
Total assets (EOY)
$10,884,824
Net assets (EOY)
$10,884,824
Employer contributions
$260,128
Participant contributions
$907,658
Total income / additions
$2,542,242
Benefits paid
$944,994
Administrative expenses
$18,004
Total expenses
$993,914
Net increase / (decrease)
$1,548,328
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $12.1K · Indirect $15.2K
  2. 2
    RECORD KEEPER · Direct $5.9K
  3. 3
    RECORD KEEPER

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240822203806NAL0002795699001 cover?
It is the 2023 Form 5500 filing for Ross Express LLC Savings & Retirement Plan, reported by Ross Express LLC (EIN 61-1867549).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages