Ross Education Holdings, Inc. Profit Sharing & 401(K) Plan — Form 5500 plan (Ross Education Holdings, 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 Education Holdings, Inc. Profit Sharing & 401(K) Plan is a benefit plan reported by Ross Education Holdings, Inc. under EIN 86-1846791 and plan number 002. The latest loaded filing year is 2023. The filing reports 807 participants and $13,086,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ross Education Holdings, Inc.
- EIN
- 86-1846791
- Plan number
- 002
- Plan type
- 2
- Location
- Clinton Twp, MI
- Latest filing year
- 2023
- Participants
- 807
- End-of-year plan assets
- $13,086,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 807 | H, C | 20240906081512NAL0000536947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,086,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,086,645
- Net assets (BOY)
- $11,016,737
Income & contributions
- Employer contributions
- $629,582
- Participant contributions
- $833,205
- Total contributions
- $1,462,787
- Total income / additions
- $3,209,111
Expenses & distributions
- Benefits paid
- $1,111,229
- Administrative expenses
- $18,087
- Total expenses
- $1,139,203
- Net increase / (decrease)
- $2,069,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $18,087 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |
| Northwestern Mutual | ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ross Education Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Clinton Twp, MI
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation
- Northwestern Mutual — Schedule C compensation