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, S.W. Rodgers Co., Inc. 401(K)/Profit Sharing Plan is a benefit plan reported by S.W. Rodgers Company, Inc. under EIN 54-1141778 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $38,942,231 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,942,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,942,231
- Net assets (BOY)
- $33,089,963
Income & contributions
- Employer contributions
- $581,983
- Participant contributions
- $1,136,535
- Total contributions
- $1,927,978
- Total income / additions
- $8,262,389
Expenses & distributions
- Benefits paid
- $2,318,676
- Administrative expenses
- $91,445
- Total expenses
- $2,410,121
- Net increase / (decrease)
- $5,852,268