2023 Form 5500 filing — Charles Ross & Son Company 401(K) 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 20241009205634NAL0011007843001) for Charles Ross & Son Company 401(K) Plan, reported by Charles Ross & Son Company under EIN 11-1260400 and plan number 002. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009205634NAL0011007843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charles Ross & Son Company
- EIN
- 11-1260400
- Plan number
- 002
- Location
- Hauppauge, NY
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,241,724
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,241,724
- Employer contributions
- $333,882
- Participant contributions
- $602,489
- Total income / additions
- $2,899,127
- Benefits paid
- $827,524
- Administrative expenses
- $71,538
- Total expenses
- $899,062
- Net increase / (decrease)
- $2,000,065
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer (Us) Inc Mercer Investments | OTHER | $55,482 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,434 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $622 | not reported in the loaded dataset |