2023 Form 5500 filing — Rogers Towers 401(K) 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 20250414110833NAL0001642753001) for Rogers Towers 401(K) Plan, reported by Rogers Towers, P.A. under EIN 59-1638577 and plan number 003. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414110833NAL0001642753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rogers Towers, P.A.
- EIN
- 59-1638577
- Plan number
- 003
- Location
- Jacksonville, FL
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,984,467
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,984,467
- Employer contributions
- $894,487
- Participant contributions
- $1,389,736
- Total income / additions
- $8,229,626
- Benefits paid
- $2,162,757
- Administrative expenses
- $93,179
- Total expenses
- $2,255,936
- Net increase / (decrease)
- $5,973,690
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group Securities | NONE | $65,467 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $26,985 | $0 |