2023 Form 5500 filing — Rogers Group Inc & Its Affiliates Retirement 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 20241014150309NAL0027645201001) for Rogers Group Inc & Its Affiliates Retirement Plan, reported by Rogers Group, Inc. under EIN 81-0745074 and plan number 002. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150309NAL0027645201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rogers Group, Inc.
- EIN
- 81-0745074
- Plan number
- 002
- Location
- Nashville, TN
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,551,621
- Net assets (EOY)
- $60,551,621
- Total income / additions
- $7,687,884
- Benefits paid
- $1,987,956
- Administrative expenses
- $514,969
- Total expenses
- $2,502,925
- Net increase / (decrease)
- $5,184,959
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services | NONE | $152,061 | not reported in the loaded dataset |
| Truist Bank | NONE | $70,000 | not reported in the loaded dataset |
| Kraft Cpas | NONE | $16,500 | not reported in the loaded dataset |
| Charles Schwab & Co. Inc. | NONE | $0 | $0 |