David E. Ross Associates, Inc.

Daniel B Wolfe Registered Agent	6 LANCASTER COUNTY RD, HARVARD, MA 01451
Daniel B Wolfe President	423 LOST LAKE DR, GROTON, MA 01450 6 LANCASTER COUNTY RD, HARVARD, MA 01451
Daniel B Wolfe Director	423 LOST LAKE DR, GROTON, MA 01450
Daniel B Wolfe Secretary	423 LOST LAKE DR, GROTON, MA 01450
Daniel B Wolfe TREASURER	423 LOST LAKE DR, GROTON, MA 01450

6 LANCASTER COUNTY RD, HARVARD, MA 01451 View Map

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Form 5500

6 Lancaster County Rd PO Box 795, Harvard, Ma 01451 (978) 772-6232 EIN:04-3074996 Plan Admin:Linda Leblanc

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY18 / 15 Assets BOY/EOY$1,250,330 / $1,110,843	2023	DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN - Plan #001	18 / 15	$1,250,330 / $1,110,843
2022	Plan NameDAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY20 / 18 Assets BOY/EOY$1,462,192 / $1,250,330	2022	DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN - Plan #001	20 / 18	$1,462,192 / $1,250,330
2021	Plan NameDAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY22 / 19 Assets BOY/EOY$1,406,230 / $1,462,192	2021	DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN - Plan #001	22 / 19	$1,406,230 / $1,462,192
2020	Plan NameDAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY25 / 21 Assets BOY/EOY$1,535,110 / $1,406,230	2020	DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN - Plan #001	25 / 21	$1,535,110 / $1,406,230
2019	Plan NameDAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY29 / 25 Assets BOY/EOY$1,631,576 / $1,535,110	2019	DAVID E. ROSS ASSOCIATES, INC. 401(K) PLAN - Plan #001	29 / 25	$1,631,576 / $1,535,110

Benefit & Retirement Plans based on Form 5500.

Address Match:6 Lancaster County Rd Harvard, MA

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor

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