2023 Form 5500 filing — Ross Education Holdings, Inc. Profit Sharing & 401(K) 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 20240906081512NAL0000536947001) for Ross Education Holdings, Inc. Profit Sharing & 401(K) Plan, reported by Ross Education Holdings, Inc. under EIN 86-1846791 and plan number 002. It reports 807 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906081512NAL0000536947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ross Education Holdings, Inc.
- EIN
- 86-1846791
- Plan number
- 002
- Location
- Clinton Twp, MI
- Participants
- 807
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,086,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,086,645
- Employer contributions
- $629,582
- Participant contributions
- $833,205
- Total income / additions
- $3,209,111
- Benefits paid
- $1,111,229
- Administrative expenses
- $18,087
- Total expenses
- $1,139,203
- Net increase / (decrease)
- $2,069,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $18,087 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 |
| Northwestern Mutual | ADVISOR | $0 | $0 |