2023 Form 5500 filing — Ross & Sons Utility Contractor, Inc. 401(K) Profit Sharing 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 20240904095840NAL0009690899001) for Ross & Sons Utility Contractor, Inc. 401(K) Profit Sharing Plan, reported by Ross & Sons Utility Contractor, Inc under EIN 54-1316705 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904095840NAL0009690899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ross & Sons Utility Contractor, Inc
- EIN
- 54-1316705
- Plan number
- 001
- Location
- Lanexa, VA
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,070,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,070,699
- Employer contributions
- $257,298
- Participant contributions
- $198,904
- Total income / additions
- $1,879,363
- Benefits paid
- $71,709
- Administrative expenses
- $80,919
- Total expenses
- $152,628
- Net increase / (decrease)
- $1,726,735
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates | INVESTMENT ADVISOR | $60,695 | not reported in the loaded dataset |
| John Hancock Life Ins Co | RECORDKEEPER | $20,223 | not reported in the loaded dataset |