Ross Controls Retirement Plan — Form 5500 plan (Ross Controls)
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, Ross Controls Retirement Plan is a benefit plan reported by Ross Controls under EIN 38-0985950 and plan number 005. The latest loaded filing year is 2023. The filing reports 147 participants and $32,994,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ross Controls
- EIN
- 38-0985950
- Plan number
- 005
- Plan type
- 2
- Location
- Ferndale, MI
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $32,994,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20241014141728NAL0044843264001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,994,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,994,625
- Net assets (BOY)
- $30,272,488
Income & contributions
- Employer contributions
- $454,886
- Participant contributions
- $800,879
- Total contributions
- $1,294,772
- Total income / additions
- $5,591,901
Expenses & distributions
- Benefits paid
- $2,795,518
- Administrative expenses
- $68,043
- Total expenses
- $2,869,764
- Net increase / (decrease)
- $2,722,137
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gregory J Schwartz & Company Inc | INVESTMENT ADVISOR | $31,635 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORD KEEPER | $28,335 | $0 | 2023 |
| Bdo Usa, Llp | AUDITOR | $6,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,073 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ross Controls
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Ferndale, MI
- Gregory J Schwartz & Company Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Bdo Usa, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation