Rogers Foam Corporation 401(K)/Profit Sharing Plan — Form 5500 plan (Rogers Foam Corporation)
Plain-English plan 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, Rogers Foam Corporation 401(K)/Profit Sharing Plan is a benefit plan reported by Rogers Foam Corporation under EIN 04-2042125 and plan number 001. The latest loaded filing year is 2023. The filing reports 398 participants and $53,445,022 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rogers Foam Corporation
- EIN
- 04-2042125
- Plan number
- 001
- Plan type
- 2
- Location
- Somerville, MA
- Latest filing year
- 2023
- Participants
- 398
- End-of-year plan assets
- $53,445,022
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H, C | 20241008135050NAL0009750691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,445,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,445,022
- Net assets (BOY)
- $46,056,954
Income & contributions
- Employer contributions
- $2,100,000
- Participant contributions
- $1,528,643
- Total contributions
- $3,628,643
- Total income / additions
- $10,879,810
Expenses & distributions
- Benefits paid
- $3,399,599
- Administrative expenses
- $74,016
- Total expenses
- $3,491,742
- Net increase / (decrease)
- $7,388,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,042 | $0 | 2023 |
| Capfinancial Partners | INVESTMENT ADVISOR | $19,697 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,277 | not reported in the loaded dataset | 2023 |