Charles Ross & Son Company 401(K) Plan — Form 5500 plan (Charles Ross & Son Company)
Plain-English plan 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, Charles Ross & Son Company 401(K) Plan is a benefit plan reported by Charles Ross & Son Company under EIN 11-1260400 and plan number 002. The latest loaded filing year is 2023. The filing reports 162 participants and $15,241,724 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles Ross & Son Company
- EIN
- 11-1260400
- Plan number
- 002
- Plan type
- 2
- Location
- Hauppauge, NY
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $15,241,724
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241009205634NAL0011007843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,241,724
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,241,724
- Net assets (BOY)
- $13,241,659
Income & contributions
- Employer contributions
- $333,882
- Participant contributions
- $602,489
- Total contributions
- $1,039,999
- Total income / additions
- $2,899,127
Expenses & distributions
- Benefits paid
- $827,524
- Administrative expenses
- $71,538
- Total expenses
- $899,062
- Net increase / (decrease)
- $2,000,065
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer (Us) Inc Mercer Investments | OTHER | $55,482 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,434 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $622 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Charles Ross & Son Company
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hauppauge, NY
- Mercer (Us) Inc Mercer Investments — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation