2023 Form 5500 filing — Ross Controls Retirement 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 20241014141728NAL0044843264001) for Ross Controls Retirement Plan, reported by Ross Controls under EIN 38-0985950 and plan number 005. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$33MReported net assets$32,994,625
Participants147
Provider compensation$68K4 Schedule C row(s)$68,043
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014141728NAL0044843264001
- Plan sponsor
- Ross Controls
- EIN
- 38-0985950
- Plan number
- 005
- Location
- Ferndale, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$33M total assets
Net assets$33MLiabilities$0
Full reported line items
- Total assets (EOY)
- $32,994,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,994,625
- Employer contributions
- $454,886
- Participant contributions
- $800,879
- Total income / additions
- $5,591,901
- Benefits paid
- $2,795,518
- Administrative expenses
- $68,043
- Total expenses
- $2,869,764
- Net increase / (decrease)
- $2,722,137
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gregory J Schwartz & Company Inc | INVESTMENT ADVISOR | $31,635 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORD KEEPER | $28,335 | $0 |
| Bdo Usa, Llp | AUDITOR | $6,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,073 | not reported in the loaded dataset |