Rogers Petroleum, 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, Rogers Petroleum, Inc. (EIN 62-1094778) is a plan sponsor located in Morristown, TN with 2 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
62-1094778
Location
Morristown, TN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,911,456
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,911,456

Contributions & income

Employer contributions
$278,969
Participant contributions
$618,460
Total income / additions
$1,542,155

Expenses & distributions

Benefits paid / distributions
$416,391
Total expenses
$434,996
Net increase / (decrease)
$1,107,159

Coverage

Total reported participants
252
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

Rogers Petroleum, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Petroleum Marketers 401k Plan001137$4,911,4562023
Rogers Petroleum, Inc. Group Insurance Plan502115not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Rogers Petroleum, Inc.
YearPlanParticipantsSchedulesFiling
2023Rogers Petroleum, Inc. Group Insurance Plan11520240723073220NAL0017694832001
2023Petroleum Marketers 401k Plan137H, C20241223101737NAL0014226992001

Related Form 5500 pages