2023 Form 5500 filing — The Rogers & Brown Profit Sharing 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919150411NAL0003656195001) for The Rogers & Brown Profit Sharing 401(K) Plan, reported by Rogers & Brown Custom Brokers, Inc under EIN 57-0507147 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10MReported net assets$10,011,483
Participants156
Provider compensation$49.3K3 Schedule C row(s)$49,293
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240919150411NAL0003656195001
- Plan sponsor
- Rogers & Brown Custom Brokers, Inc
- EIN
- 57-0507147
- Plan number
- 001
- Location
- Ladson, SC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,011,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,011,483
- Employer contributions
- $76,256
- Participant contributions
- $345,321
- Total income / additions
- $1,737,522
- Benefits paid
- $522,867
- Administrative expenses
- $51,587
- Total expenses
- $574,454
- Net increase / (decrease)
- $1,163,068
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $25,189 | $0 |
| One Digital Investment Advisors | NONE | $17,148 | not reported in the loaded dataset |
| Resources Investment Advisors. | NONE | $6,956 | not reported in the loaded dataset |