Rogers Group, Inc.& Affiliates Retirement Savings Plan — Form 5500 plan (Rogers Group, Inc.)

Plain-English plan 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, Rogers Group, Inc.& Affiliates Retirement Savings Plan is a benefit plan reported by Rogers Group, Inc. under EIN 35-1418333 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,046 participants and $179,404,779 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rogers Group, Inc.
EIN
35-1418333
Plan number
003
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
3,046
End-of-year plan assets
$179,404,779

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,046H, C20241011154503NAL0039353920001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$179,404,779
Net assets (EOY)
$179,404,779
Net assets (BOY)
$154,256,797

Income & contributions

Employer contributions
$9,580,522
Participant contributions
$12,710,835
Total contributions
$23,121,046
Total income / additions
$48,109,961

Expenses & distributions

Benefits paid
$22,799,748
Administrative expenses
$138,555
Total expenses
$22,961,979
Net increase / (decrease)
$25,147,982

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$119,830not reported in the loaded dataset2023
Kraft Cpas PllcNONE$18,575not reported in the loaded dataset2023

Related Form 5500 pages