Rogers & Rogers 401(K) Plan — Form 5500 plan (Rogers & Rogers, Esq.)
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 & Rogers 401(K) Plan is a benefit plan reported by Rogers & Rogers, Esq. under EIN 13-3875303 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,022,449 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rogers & Rogers, Esq.
- EIN
- 13-3875303
- Plan number
- 001
- Plan type
- 2
- Location
- Briarcliff Manor, NY
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,022,449
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241009113229NAL0009152419001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,022,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,022,449
- Net assets (BOY)
- $793,743
Income & contributions
- Employer contributions
- $55,941
- Participant contributions
- $60,000
- Total income / additions
- $228,721
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $15
- Total expenses
- $15
- Net increase / (decrease)
- $228,706
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.