2023 Form 5500 filing — Rodgers Consulting, 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 20241014144521NAL0046416176001) for Rodgers Consulting, Inc. 401(K) Profit Sharing Plan, reported by Rodgers Consulting, Inc under EIN 52-0955929 and plan number 002. It reports 129 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)$24.6MReported net assets$24,619,763
Participants129
Provider compensation$68.9K2 Schedule C row(s)$68,897
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014144521NAL0046416176001
- Plan sponsor
- Rodgers Consulting, Inc
- EIN
- 52-0955929
- Plan number
- 002
- Location
- Germantown, MD
- Received date
- not reported in the loaded dataset
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)$24.6M total assets
Net assets$24.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $24,619,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,619,763
- Employer contributions
- $400,000
- Participant contributions
- $1,109,315
- Total income / additions
- $5,040,347
- Benefits paid
- $2,004,158
- Administrative expenses
- $68,895
- Total expenses
- $2,073,053
- Net increase / (decrease)
- $2,967,294
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $42,108 | $19 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,770 | $0 |