Who sponsors the Rodgers Consulting, Inc. 401(K) Profit Sharing Plan?

Rodgers Consulting, Inc. 401(K) Profit Sharing Plan is reported as sponsored by Rodgers Consulting, Inc (EIN 52-0955929, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Rodgers Consulting, Inc. 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for Rodgers Consulting, Inc. 401(K) Profit Sharing Plan is 2023.

How many participants does Rodgers Consulting, Inc. 401(K) Profit Sharing Plan report?

Rodgers Consulting, Inc. 401(K) Profit Sharing Plan reports 129 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Rodgers Consulting, Inc. 401(K) Profit Sharing Plan?

Rodgers Consulting, Inc. 401(K) Profit Sharing Plan reports $24,619,763 in end-of-year plan assets in its latest loaded Form 5500 filing.

Rodgers Consulting, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Rodgers Consulting, Inc)

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, Rodgers Consulting, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Rodgers Consulting, Inc under EIN 52-0955929 and plan number 002. The latest loaded filing year is 2023. The filing reports 129 participants and $24,619,763 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.6MPlan net assets, end of year$24,619,763

Participants129Covered participants reported

Assets / participant$190.9KComputed: assets ÷ participants$190,851 (computed)

Provider compensation$68.9K2 Schedule C provider row(s)$68,897

Plan sponsor: Rodgers Consulting, Inc
EIN: 52-0955929
Plan number: 002
Plan type: 2
Location: Germantown, MD
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	129	H, C	20241014144521NAL0046416176001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$24.6M total assets

Net assets$24.6MLiabilities$0

Money in vs. money out

Total income / additions$5M

Total expenses$2.1M

Benefits paid / distributions$2M

Contributions

Employer$400K

Participant$1.1M

Full reported line items

Net assets

Total assets (EOY): $24,619,763
Total liabilities (EOY): $0
Net assets (EOY): $24,619,763
Net assets (BOY): $21,652,469

Income & contributions

Employer contributions: $400,000
Participant contributions: $1,109,315
Total contributions: $1,806,092
Total income / additions: $5,040,347

Expenses & distributions

Benefits paid: $2,004,158
Administrative expenses: $68,895
Total expenses: $2,073,053
Net increase / (decrease): $2,967,294

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

27%73%

Employer 27%Participant 73%

Total expenses ÷ net assets8%Computed ratio

Benefits paid ÷ total income40%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Kestra Advisory Services, LLC	INVESTMENT ADVISORY	$42,108	$19	2023
Principal Life Insurance Company	CONTRACT ADMINISTRATOR	$26,770	$0	2023