2023 Form 5500 filing — Ross Employees' 401(K) Savings 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 20250915084535NAL0000931361001) for Ross Employees' 401(K) Savings Plan, reported by Ross Environmental Services, Inc. under EIN 34-1349256 and plan number 005. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915084535NAL0000931361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ross Environmental Services, Inc.
- EIN
- 34-1349256
- Plan number
- 005
- Location
- Elyria, OH
- Participants
- 360
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,562,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,562,508
- Employer contributions
- $1,436,030
- Participant contributions
- $2,422,481
- Total income / additions
- $12,013,189
- Benefits paid
- $1,665,794
- Administrative expenses
- $73,519
- Total expenses
- $1,739,313
- Net increase / (decrease)
- $10,273,876
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Svcs Advs | INVESTMENT ADVISOR | $40,445 | not reported in the loaded dataset |
| Bober Markey Fedorovich & Co. | ACCOUNTANT/AUDITOR | $15,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$84,184 | $0 |