2023 Form 5500 filing — Ross Aviation Retirement 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 20240724105018NAL0012509281001) for Ross Aviation Retirement Savings Plan, reported by Ross Aviation Operations, LLC under EIN 81-2188916 and plan number 001. It reports 511 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724105018NAL0012509281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ross Aviation Operations, LLC
- EIN
- 81-2188916
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 511
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $497,281
- Benefits paid
- $338,050
- Administrative expenses
- $43,508
- Total expenses
- $381,558
- Net increase / (decrease)
- $115,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,352 | $0 |
| Srs Capital Advisors, Inc | INVESTMENT ADVISOR | $13,156 | not reported in the loaded dataset |