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 & Yerger Insurance, Inc. Ksop is a benefit plan reported by Ross & Yerger Insurance, Inc. under EIN 64-0947389 and plan number 004. The latest loaded filing year is 2023. The filing reports 158 participants and $74,394,318 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,394,318
- Total liabilities (EOY)
- $52,274
- Net assets (EOY)
- $74,342,044
- Net assets (BOY)
- $65,553,605
Income & contributions
- Employer contributions
- $717,099
- Participant contributions
- $1,132,085
- Total contributions
- $2,000,568
- Total income / additions
- $14,734,007
Expenses & distributions
- Benefits paid
- $5,898,573
- Administrative expenses
- $46,995
- Total expenses
- $5,945,568
- Net increase / (decrease)
- $8,788,439