The Rogers & Brown Profit Sharing 401(K) Plan — Form 5500 plan (Rogers & Brown Custom Brokers, 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, The Rogers & Brown Profit Sharing 401(K) Plan is a benefit plan reported by Rogers & Brown Custom Brokers, Inc under EIN 57-0507147 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $10,011,483 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10MPlan net assets, end of year$10,011,483
Participants156Covered participants reported
Assets / participant$64.2KComputed: assets ÷ participants$64,176 (computed)
Provider compensation$49.3K3 Schedule C provider row(s)$49,293
- Plan sponsor
- Rogers & Brown Custom Brokers, Inc
- EIN
- 57-0507147
- Plan number
- 001
- Plan type
- 2
- Location
- Ladson, SC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20240919150411NAL0003656195001 |
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)$10M total assets
Net assets$10MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,011,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,011,483
- Net assets (BOY)
- $8,848,415
Income & contributions
- Employer contributions
- $76,256
- Participant contributions
- $345,321
- Total contributions
- $421,577
- Total income / additions
- $1,737,522
Expenses & distributions
- Benefits paid
- $522,867
- Administrative expenses
- $51,587
- Total expenses
- $574,454
- Net increase / (decrease)
- $1,163,068
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.
18%82%
Employer 18%Participant 82%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $25,189 | $0 | 2023 |
| One Digital Investment Advisors | NONE | $17,148 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors. | NONE | $6,956 | not reported in the loaded dataset | 2023 |