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DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN 401k Plan overview

Plan NameDAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN
Plan identification number 001

DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID E. ROSS ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVID E. ROSS ASSOCIATES, INC.
Employer identification number (EIN):043074996
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LINDA LEBLANC2024-05-23
0012022-01-01LINDA LEBLANC2023-05-25 LINDA LEBLANC2023-05-25
0012021-01-01DANIEL B WOLFE2022-04-27 DANIEL B WOLFE2022-04-27
0012020-01-01DANIEL B WOLFE2021-07-15
0012019-01-01DANIEL B WOLFE2020-05-06
0012018-01-01LEONA M FOREST2019-07-02 LEONA M FOREST2019-07-02
0012017-01-01DANIEL B WOLFE2018-10-01 DANIEL B WOLFE2018-10-01
0012016-01-01DANIEL B WOLFE2017-06-14
0012015-01-01DANIEL B WOLFE2016-10-13
0012014-01-01DANIEL B WOLFE
0012013-01-01DANIEL B WOLFE
0012012-01-01DANIEL B WOLFE
0012011-01-01DANIEL B. WOLFE
0012009-01-01DANIEL B. WOLFE

Financial Data on DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN

Measure Date Value
2025 : DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-090
Total liabilities as of the beginning of the plan year2025-04-090
Total expenses incurred by plan in this plan year2025-04-09120981
Net assets as of the end of the plan year2025-04-091124351
Total assets as of the beginning of the plan year2025-04-091110843
Value of plan covered by a fidelity bond2025-04-09200000
Participant contributions to plan in this plan year2025-04-0922109
Value of participant loans at end of plan year2025-04-0916348
Other expenses paid from plan in this plan year2025-04-090
Other contributions to plan in this plan year2025-04-090
Other income to plan in this plan year2025-04-09112380
Plan net income in this plan year2025-04-0913508
Net assets as of the end of the plan year2025-04-091124351
Net assets as of the beginning of the plan year2025-04-091110843
Employer contributions to plan in this plan year2025-04-090
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-09535
2024 : DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-05-230
Total expenses incurred by plan in this plan year2024-05-23300863
Net assets as of the end of the plan year2024-05-231110843
Total assets as of the beginning of the plan year2024-05-231250330
Value of plan covered by a fidelity bond2024-05-23200000
Participant contributions to plan in this plan year2024-05-2319774
Value of participant loans at end of plan year2024-05-2325542
Other expenses paid from plan in this plan year2024-05-230
Other contributions to plan in this plan year2024-05-230
Other income to plan in this plan year2024-05-23141602
Plan net income in this plan year2024-05-23-139487
Net assets as of the end of the plan year2024-05-231110843
Net assets as of the beginning of the plan year2024-05-231250330
Employer contributions to plan in this plan year2024-05-230
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-23430
2014 : DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$150,732
Expenses. Total of all expenses incurred2014-12-31$244,869
Benefits paid (including direct rollovers)2014-12-31$232,509
Total plan assets at end of year2014-12-31$1,843,732
Total plan assets at beginning of year2014-12-31$1,937,869
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$61,671
Other income received2014-12-31$87,264
Net income (gross income less expenses)2014-12-31$-94,137
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,843,732
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,937,869
Assets. Value of participant loans2014-12-31$62,243
Total contributions received or receivable from employer(s)2014-12-31$1,797
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$12,360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$401,220
Expenses. Total of all expenses incurred2013-12-31$349,035
Benefits paid (including direct rollovers)2013-12-31$339,538
Total plan assets at end of year2013-12-31$1,937,869
Total plan assets at beginning of year2013-12-31$1,885,684
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$46,757
Contributions received from other sources (not participants or employers)2013-12-31$69,445
Other income received2013-12-31$285,018
Net income (gross income less expenses)2013-12-31$52,185
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,937,869
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,885,684
Assets. Value of participant loans2013-12-31$58,099
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,497
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$239,405
Expenses. Total of all expenses incurred2012-12-31$58,336
Benefits paid (including direct rollovers)2012-12-31$49,138
Total plan assets at end of year2012-12-31$1,885,684
Total plan assets at beginning of year2012-12-31$1,704,615
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$40,510
Other income received2012-12-31$198,895
Net income (gross income less expenses)2012-12-31$181,069
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,885,684
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,704,615
Assets. Value of participant loans2012-12-31$54,423
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$9,198
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$41,730
Expenses. Total of all expenses incurred2011-12-31$137,895
Benefits paid (including direct rollovers)2011-12-31$137,175
Total plan assets at end of year2011-12-31$1,704,615
Total plan assets at beginning of year2011-12-31$1,800,780
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$42,435
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-705
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-96,165
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,704,615
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,800,780
Assets. Value of participant loans2011-12-31$49,378
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$720
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$248,381
Expenses. Total of all expenses incurred2010-12-31$130,233
Benefits paid (including direct rollovers)2010-12-31$129,403
Total plan assets at end of year2010-12-31$1,800,780
Total plan assets at beginning of year2010-12-31$1,682,632
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$44,378
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$204,003
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$118,148
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,800,780
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,682,632
Assets. Value of participant loans2010-12-31$32,284
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$830
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN

2014: DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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