C. Ross Management 401(K) And Profit Sharing Plan — Form 5500 plan (C. Ross Management, LLC)
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, C. Ross Management 401(K) And Profit Sharing Plan is a benefit plan reported by C. Ross Management, LLC under EIN 46-4411757 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,837 participants and $2,291,915 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C. Ross Management, LLC
- EIN
- 46-4411757
- Plan number
- 001
- Plan type
- 2
- Location
- Bolingbrake, GA
- Latest filing year
- 2023
- Participants
- 1,837
- End-of-year plan assets
- $2,291,915
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,837 | H, C | 20240912131745NAL0017210818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,291,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,291,915
- Net assets (BOY)
- $1,800,217
Income & contributions
- Participant contributions
- $561,062
- Total contributions
- $561,062
- Total income / additions
- $890,600
Expenses & distributions
- Benefits paid
- $332,339
- Administrative expenses
- $66,563
- Total expenses
- $398,902
- Net increase / (decrease)
- $491,698
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Solutions, Etc. LLC | CONTRACT ADMIN | $27,853 | $1,027 | 2023 |
| Nationwide | RECORDKEEPER | $26,649 | $380 | 2023 |
| Howard Moore And Mcduffie Pc | AUDITOR | $11,000 | not reported in the loaded dataset | 2023 |
| Smith, Brown & Groover, Inc | INVESTMENT ADVISOR | $0 | $10,269 | 2023 |
| Iron-Co-Fid-Flexible Adv Foundation | INVESTMENT ADVISOR | $844 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C. Ross Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Bolingbrake, GA
- Benefit Solutions, Etc. LLC — Schedule C compensation
- Nationwide — Schedule C compensation
- Howard Moore And Mcduffie Pc — Schedule C compensation
- Smith, Brown & Groover, Inc — Schedule C compensation
- Iron-Co-Fid-Flexible Adv Foundation — Schedule C compensation