Ross Aviation Retirement Savings Plan — Form 5500 plan (Ross Aviation Operations, 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, Ross Aviation Retirement Savings Plan is a benefit plan reported by Ross Aviation Operations, LLC under EIN 81-2188916 and plan number 001. The latest loaded filing year is 2023. The filing reports 511 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ross Aviation Operations, LLC
EIN
81-2188916
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
511
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023511H, C20240724105018NAL0012509281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$6,254,565

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$6,183
Total income / additions
$497,281

Expenses & distributions

Benefits paid
$338,050
Administrative expenses
$43,508
Total expenses
$381,558
Net increase / (decrease)
$115,723

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$30,352$02023
Srs Capital Advisors, IncINVESTMENT ADVISOR$13,156not reported in the loaded dataset2023

Related Form 5500 pages