LJ ROSS INSURANCE SERVICES INC

911 PANORAMA TRAIL SOUTH
ROCHESTER, NY 14625

Business Stats

Policy History

Term Carrier LCM
2023
PEO
1.100
2023
PEO
-
2022
PEO
1.095
2022
PEO
-
2021
PEO
-
2021
PEO
1.095
2021
PEO
-
2020
PEO
-
2020
PEO
-
2013
11-18-2013

-

Contacts

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Principal
(862) 787-4981
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Benefits Admin
(082) 958-4542
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(246) 200-7014
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Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 277,980 $ 418,233 $ 852,552 $ 58,374 $ 995,381 $ 965,939 $ 538,681 $ 328,537 $ 697 $ 19,509 $ 58,337 $ 92,664
Liabilities: $ 0 $ 9 $ 54 $ 9 $ 39 $ 7
EE Contrib: $ 21,034 $ 49,019 $ 84,190 $ 23,454 $ 31,741 $ 41,062 $ 2,323 $ 92,011 $ 7,223 $ 59,258 $ 56,275 $ 72,201
Emp Contrib: $ 0 $ 5 $ 5
Income/Loss: $ 7,642 $ 43,673 $ 89,757($ 1,927) $ 4,772 $ 556 $ 3,814 $ 3,760 $ 838,555 $ 7,210($ 64) $ 5,135
Total Income: $ 28,676 $ 11,569 $ 55,982 $ 92,453 $ 46,418 $ 66,894 $ 18,376 $ 59,106 $ 603,611 $ 90,336 $ 9,769 $ 70,831
Paid Benefits: $ 0 $ 90 $ 680 $ 45 $ 89,714 $ 3 $ 87 $ 9,546
Expenses: $ 0 $ 1 $ 67 $ 1 $ 490 $ 641 $ 11 $ 4 $ 87
  Commission: $ 60 $ 69 $ 15 $ 39 $ 53 $ 294 $ 29 $ 33
Net Income: $ 28,616 $ 7,305 $ 43,868 $ 47,452 $ 64,769 $ 88,300($ 81,849) $ 31,581 $ 691,757 $ 57,171 $ 32,837 $ 12,942
Net Assets: $ 306,596 $ 739,664 $ 839,265 $ 384,498 $ 914,791 $ 965,052 $ 829,097 $ 495,224 $ 582,512 $ 89,358 $ 31,587 $ 74,702

Participants

202120202019201820172016201520142013201220112010
Total Participants:80483680819382233
Active Part.:8658162753a0 8c 9
Retired Part.:a3607b922b138139c30295
Deceased Part.:65c334eb3ae6a1fbbb8b

Insurance

No Insurance Coverage

Providers

No Providers

Features

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - 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.

    2J - 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.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.