2023 Form 5500 filing — Rogers Group, Inc.& Affiliates Retirement Savings 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 20241011154503NAL0039353920001) for Rogers Group, Inc.& Affiliates Retirement Savings Plan, reported by Rogers Group, Inc. under EIN 35-1418333 and plan number 003. It reports 3,046 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011154503NAL0039353920001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rogers Group, Inc.
- EIN
- 35-1418333
- Plan number
- 003
- Location
- Nashville, TN
- Participants
- 3,046
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $179,404,779
- Net assets (EOY)
- $179,404,779
- Employer contributions
- $9,580,522
- Participant contributions
- $12,710,835
- Total income / additions
- $48,109,961
- Benefits paid
- $22,799,748
- Administrative expenses
- $138,555
- Total expenses
- $22,961,979
- Net increase / (decrease)
- $25,147,982
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $119,830 | not reported in the loaded dataset |
| Kraft Cpas Pllc | NONE | $18,575 | not reported in the loaded dataset |