2023 Form 5500 filing — M Rogers Inc & Subsidiary 401(K) Profit Sharing Plan & Trust

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 20250529105636NAL0007259825001) for M Rogers Inc & Subsidiary 401(K) Profit Sharing Plan & Trust, reported by M Rogers Inc & Subsidiary under EIN 43-1179020 and plan number 001. It reports 166 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)$6MReported net assets$6,008,627
Participants166
Provider compensation$22.6K2 Schedule C row(s)$22,577
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250529105636NAL0007259825001
Plan sponsor
M Rogers Inc & Subsidiary
EIN
43-1179020
Plan number
001
Location
Mound City, MO
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)$6M total assets
Net assets$6MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$134.5K
Benefits paid / distributions$111.4K
Contributions
Employer$196.4K
Participant$487.2K
Full reported line items
Total assets (EOY)
$6,008,627
Total liabilities (EOY)
$0
Net assets (EOY)
$6,008,627
Employer contributions
$196,351
Participant contributions
$487,163
Total income / additions
$2,074,255
Benefits paid
$111,368
Administrative expenses
$23,175
Total expenses
$134,543
Net increase / (decrease)
$1,939,712
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $12.1K
  2. 2
    ADVISOR · Direct $10.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250529105636NAL0007259825001 cover?
It is the 2023 Form 5500 filing for M Rogers Inc & Subsidiary 401(K) Profit Sharing Plan & Trust, reported by M Rogers Inc & Subsidiary (EIN 43-1179020).
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