How many benefit plans does S.W. Rodgers Company, Inc. report on Form 5500?

S.W. Rodgers Company, Inc. (EIN 54-1141778) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for S.W. Rodgers Company, Inc.?

The Employer Identification Number (EIN) reported for S.W. Rodgers Company, Inc. is 54-1141778.

What is the latest Form 5500 filing year for S.W. Rodgers Company, Inc.?

The latest loaded Form 5500 filing year for S.W. Rodgers Company, Inc. is 2023.

S.W. Rodgers Company, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Company, Inc. (EIN 54-1141778) is a plan sponsor located in Gainesville, VA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 54-1141778
Location: Gainesville, VA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $38,942,231
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $38,942,231

Contributions & income

Employer contributions: $581,983
Participant contributions: $1,136,535
Total income / additions: $8,262,389

Expenses & distributions

Benefits paid / distributions: $2,318,676
Total expenses: $2,410,121
Net increase / (decrease): $5,852,268

Coverage

Total reported participants: 480
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

S.W. Rodgers Company, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
S.W. Rodgers Co., Inc. 401(K)/Profit Sharing Plan	001	306	$38,942,231	2023
Sw Rodgers Company Inc Benefit Plan	507	174	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for S.W. Rodgers Company, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Sw Rodgers Company Inc Benefit Plan	174	—	20240725093345NAL0013853633001
2023	S.W. Rodgers Co., Inc. 401(K)/Profit Sharing Plan	306	H, C	20240827122643NAL0006082019001