2023 Form 5500 filing — C. Ross Management 401(K) And 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 20240912131745NAL0017210818001) for C. Ross Management 401(K) And Profit Sharing Plan, reported by C. Ross Management, LLC under EIN 46-4411757 and plan number 001. It reports 1,837 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912131745NAL0017210818001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C. Ross Management, LLC
- EIN
- 46-4411757
- Plan number
- 001
- Location
- Bolingbrake, GA
- Participants
- 1,837
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,291,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,291,915
- Participant contributions
- $561,062
- Total income / additions
- $890,600
- Benefits paid
- $332,339
- Administrative expenses
- $66,563
- Total expenses
- $398,902
- Net increase / (decrease)
- $491,698
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Solutions, Etc. LLC | CONTRACT ADMIN | $27,853 | $1,027 |
| Nationwide | RECORDKEEPER | $26,649 | $380 |
| Howard Moore And Mcduffie Pc | AUDITOR | $11,000 | not reported in the loaded dataset |
| Smith, Brown & Groover, Inc | INVESTMENT ADVISOR | $0 | $10,269 |
| Iron-Co-Fid-Flexible Adv Foundation | INVESTMENT ADVISOR | $844 | not reported in the loaded dataset |