2023 Form 5500 filing — Ross & Yerger Insurance, Inc. Ksop
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 20241010134136NAL0011513571001) for Ross & Yerger Insurance, Inc. Ksop, reported by Ross & Yerger Insurance, Inc. under EIN 64-0947389 and plan number 004. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134136NAL0011513571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ross & Yerger Insurance, Inc.
- EIN
- 64-0947389
- Plan number
- 004
- Location
- Jackson, MS
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,394,318
- Total liabilities (EOY)
- $52,274
- Net assets (EOY)
- $74,342,044
- Employer contributions
- $717,099
- Participant contributions
- $1,132,085
- Total income / additions
- $14,734,007
- Benefits paid
- $5,898,573
- Administrative expenses
- $46,995
- Total expenses
- $5,945,568
- Net increase / (decrease)
- $8,788,439
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic | NONE | $23,510 | not reported in the loaded dataset |
| Bankplus | NONE | $19,999 | not reported in the loaded dataset |