Ross & Sons Utility Contractor, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ross & Sons Utility Contractor, Inc)

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 & Sons Utility Contractor, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ross & Sons Utility Contractor, Inc under EIN 54-1316705 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $11,070,699 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ross & Sons Utility Contractor, Inc
EIN
54-1316705
Plan number
001
Plan type
2
Location
Lanexa, VA
Latest filing year
2023
Participants
207
End-of-year plan assets
$11,070,699

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20240904095840NAL0009690899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,070,699
Total liabilities (EOY)
$0
Net assets (EOY)
$11,070,699
Net assets (BOY)
$9,343,964

Income & contributions

Employer contributions
$257,298
Participant contributions
$198,904
Total contributions
$491,327
Total income / additions
$1,879,363

Expenses & distributions

Benefits paid
$71,709
Administrative expenses
$80,919
Total expenses
$152,628
Net increase / (decrease)
$1,726,735

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & AssociatesINVESTMENT ADVISOR$60,695not reported in the loaded dataset2023
John Hancock Life Ins CoRECORDKEEPER$20,223not reported in the loaded dataset2023

Related Form 5500 pages