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DAVID J. ROSS 401(K) PLAN 401k Plan overview

Plan NameDAVID J. ROSS 401(K) PLAN
Plan identification number 002

DAVID J. ROSS 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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 J. ROSS has sponsored the creation of one or more 401k plans.

Company Name:DAVID J. ROSS
Employer identification number (EIN):621014230
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J. ROSS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DAVID ROSS2024-06-05
0022022-01-01DAVID ROSS2023-06-21 DAVID ROSS2023-06-21
0022021-01-01DAVID J. ROSS2022-06-21
0022020-01-01DAVID J. ROSS2021-05-04
0022019-01-01DAVID J. ROSS2020-05-26
0022018-01-01DAVID J. ROSS2019-06-19
0022017-01-01DAVID J. ROSS2018-05-08
0022016-01-01DAVID J. ROSS2017-06-27
0022015-01-01DAVID J. ROSS2016-05-17
0022014-01-01DAVID ROSS2015-03-15 DAVID ROSS2015-03-15
0022013-01-01DAVID ROSS2014-06-01 DAVID ROSS2014-06-01
0022012-01-01DAVID ROSS2013-05-26 DAVID ROSS2013-05-26
0022011-01-01DAVID ROSS2012-06-06 DAVID ROSS2012-06-06
0022010-01-01DAVID ROSS2011-06-09 DAVID ROSS2011-06-09

Financial Data on DAVID J. ROSS 401(K) PLAN

Measure Date Value
2025 : DAVID J. ROSS 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-250
Total expenses incurred by plan in this plan year2025-09-2565194
Net assets as of the end of the plan year2025-09-251888272
Total assets as of the beginning of the plan year2025-09-251594853
Value of plan covered by a fidelity bond2025-09-25200000
Participant contributions to plan in this plan year2025-09-2514700
Other income to plan in this plan year2025-09-25327099
Plan net income in this plan year2025-09-25293419
Net assets as of the end of the plan year2025-09-251888272
Net assets as of the beginning of the plan year2025-09-251594853
Employer contributions to plan in this plan year2025-09-2516814
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-251000
2024 : DAVID J. ROSS 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-050
Total expenses incurred by plan in this plan year2024-06-0553829
Net assets as of the end of the plan year2024-06-051594853
Total assets as of the beginning of the plan year2024-06-051381108
Value of plan covered by a fidelity bond2024-06-05200000
Participant contributions to plan in this plan year2024-06-0514186
Other income to plan in this plan year2024-06-05237910
Plan net income in this plan year2024-06-05213745
Net assets as of the end of the plan year2024-06-051594853
Net assets as of the beginning of the plan year2024-06-051381108
Employer contributions to plan in this plan year2024-06-0515478
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-050
2022 : DAVID J. ROSS 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-06-210
Total expenses incurred by plan in this plan year2022-06-2156409
Net assets as of the end of the plan year2022-06-211575454
Total assets as of the beginning of the plan year2022-06-211272812
Value of plan covered by a fidelity bond2022-06-21200000
Participant contributions to plan in this plan year2022-06-2115236
Other income to plan in this plan year2022-06-21316296
Plan net income in this plan year2022-06-21302642
Net assets as of the end of the plan year2022-06-211575454
Net assets as of the beginning of the plan year2022-06-211272812
Employer contributions to plan in this plan year2022-06-2127519
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2130

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