2023 Form 5500 filing — Rogers Motors, Inc. Profit Sharing Retirement 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 20240919152858NAL0006132945001) for Rogers Motors, Inc. Profit Sharing Retirement Plan, reported by Rogers Motors, Inc. under EIN 82-0296127 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919152858NAL0006132945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rogers Motors, Inc.
- EIN
- 82-0296127
- Plan number
- 001
- Location
- Lewiston, ID
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,677,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,677,214
- Employer contributions
- $401,407
- Participant contributions
- $975,952
- Total income / additions
- $2,531,291
- Benefits paid
- $558,883
- Administrative expenses
- $8,343
- Total expenses
- $567,226
- Net increase / (decrease)
- $1,964,065
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Da Davidson & Co | BROKER/ADVISOR | $32,702 | not reported in the loaded dataset |
| Randall & Hurley, Inc. | CONTRACT ADMIN | $1,650 | $8,175 |
| Empower Advisory Group | INVESTMENT MGMT | $7,646 | not reported in the loaded dataset |
| Empower Annuity Ins Co | RECORDKEEPER | $0 | $0 |