2023 Form 5500 filing — Rogers Machinery Company, Inc. 401(K) Profit Sharing 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 20250109120422NAL0006902371001) for Rogers Machinery Company, Inc. 401(K) Profit Sharing Plan, reported by Rogers Machinery Company, Inc. under EIN 93-0367459 and plan number 001. It reports 500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250109120422NAL0006902371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rogers Machinery Company, Inc.
- EIN
- 93-0367459
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 500
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,987,599
- Total liabilities (EOY)
- $594,869
- Net assets (EOY)
- $67,392,730
- Employer contributions
- $3,863,930
- Participant contributions
- $1,732,256
- Total income / additions
- $15,924,938
- Benefits paid
- $8,101,861
- Administrative expenses
- $118,572
- Total expenses
- $8,220,433
- Net increase / (decrease)
- $7,704,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwps | NONE | $56,328 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $19,044 | $0 |
| Human Investing | NONE | $17,500 | not reported in the loaded dataset |
| Shannon & Associates | NONE | $15,700 | not reported in the loaded dataset |
| Reliant Consulting & Research | NONE | $10,000 | not reported in the loaded dataset |