Plan5500

T Gary & Kathleen Rogers Private Family Foundation — 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, T Gary & Kathleen Rogers Private Family Foundation (EIN 65-1202020) is a plan sponsor located in Oakland, CA 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
65-1202020
Location
Oakland, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for T Gary & Kathleen Rogers Private Family Foundation

  • 1 loaded plans hold $2.4M in reported assets.
  • The largest, Rogers Private Family Foundation 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 11 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.4MSummed across loaded plans$2,440,977
Total reported assets$2.4M$2,440,977
Total reported participants11
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities$0
Contributions & income
Employer contributions$128.5K
Participant contributions$160.2K
Total income / additions$705.3K
Expenses & distributions
Benefits paid / distributions$352K
Total expenses$353.2K
Net increase / (decrease)$352.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Rogers Private Family Foundation 401(K) Plan
Participants per plan11Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Rogers Private Family Foundation 401(K) Plan$2.4M
    Plan #001 · 11 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for T Gary & Kathleen Rogers Private Family Foundation. Open one for its full reported snapshot.

  1. 2023
    Rogers Private Family Foundation 401(K) Plan11 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does T Gary & Kathleen Rogers Private Family Foundation report on Form 5500?
T Gary & Kathleen Rogers Private Family Foundation (EIN 65-1202020) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for T Gary & Kathleen Rogers Private Family Foundation?
The Employer Identification Number (EIN) reported for T Gary & Kathleen Rogers Private Family Foundation is 65-1202020.
What is the latest Form 5500 filing year for T Gary & Kathleen Rogers Private Family Foundation?
The latest loaded Form 5500 filing year for T Gary & Kathleen Rogers Private Family Foundation is 2023.

Related Form 5500 pages