Rogers Towers 401(K) Plan — Form 5500 plan (Rogers Towers, P.A.)

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 Towers 401(K) Plan is a benefit plan reported by Rogers Towers, P.A. under EIN 59-1638577 and plan number 003. The latest loaded filing year is 2023. The filing reports 188 participants and $45,984,467 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rogers Towers, P.A.
EIN
59-1638577
Plan number
003
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
188
End-of-year plan assets
$45,984,467

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H, C20250414110833NAL0001642753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,984,467
Total liabilities (EOY)
$0
Net assets (EOY)
$45,984,467
Net assets (BOY)
$40,010,777

Income & contributions

Employer contributions
$894,487
Participant contributions
$1,389,736
Total contributions
$2,315,668
Total income / additions
$8,229,626

Expenses & distributions

Benefits paid
$2,162,757
Administrative expenses
$93,179
Total expenses
$2,255,936
Net increase / (decrease)
$5,973,690

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group SecuritiesNONE$65,467not reported in the loaded dataset2023
T Rowe Price Rps IncNONE$26,985$02023

Related Form 5500 pages