2023 Form 5500 filing — Rodgers Builders, Inc. 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010135754NAL0020220577001) for Rodgers Builders, Inc. 401(K) Profit Sharing Plan, reported by Rodgers Builders, Inc. under EIN 56-0798195 and plan number 001. It reports 359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$59.7MReported net assets$59,667,416
Participants359
Provider compensation$20.5K2 Schedule C row(s)$20,475
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010135754NAL0020220577001
Plan sponsor
Rodgers Builders, Inc.
EIN
56-0798195
Plan number
001
Location
Charlotte, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$59.7M total assets
Net assets$59.7MLiabilities$0
Money in vs. money out
Total income / additions$13.9M
Total expenses$4.8M
Benefits paid / distributions$4.8M
Contributions
Employer$1.1M
Participant$3.4M
Full reported line items
Total assets (EOY)
$59,667,416
Total liabilities (EOY)
$0
Net assets (EOY)
$59,667,416
Employer contributions
$1,101,566
Participant contributions
$3,355,273
Total income / additions
$13,914,150
Benefits paid
$4,770,135
Administrative expenses
$20,475
Total expenses
$4,790,610
Net increase / (decrease)
$9,123,540
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $61.7K
  2. 2
    RECORDKEEPER · Direct -$41.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010135754NAL0020220577001 cover?
It is the 2023 Form 5500 filing for Rodgers Builders, Inc. 401(K) Profit Sharing Plan, reported by Rodgers Builders, Inc. (EIN 56-0798195).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages