Plan5500

Rogers Group Inc & Its Affiliates Retirement Plan — Form 5500 plan (Rogers Group, 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, Rogers Group Inc & Its Affiliates Retirement Plan is a benefit plan reported by Rogers Group, Inc. under EIN 81-0745074 and plan number 002. The latest loaded filing year is 2023. The filing reports 363 participants and $60,551,621 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rogers Group, Inc.
EIN
81-0745074
Plan number
002
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
363
End-of-year plan assets
$60,551,621

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023363H, C20241014150309NAL0027645201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,551,621
Net assets (EOY)
$60,551,621
Net assets (BOY)
$55,366,662

Income & contributions

Total income / additions
$7,687,884

Expenses & distributions

Benefits paid
$1,987,956
Administrative expenses
$514,969
Total expenses
$2,502,925
Net increase / (decrease)
$5,184,959

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan ServicesNONE$152,061not reported in the loaded dataset2023
Truist BankNONE$70,000not reported in the loaded dataset2023
Kraft CpasNONE$16,500not reported in the loaded dataset2023
Charles Schwab & Co. Inc.NONE$0$02023

Related Form 5500 pages