Rogers Motors, Inc. Profit Sharing Retirement Plan — Form 5500 plan (Rogers Motors, 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 Motors, Inc. Profit Sharing Retirement Plan is a benefit plan reported by Rogers Motors, Inc. under EIN 82-0296127 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $9,677,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rogers Motors, Inc.
- EIN
- 82-0296127
- Plan number
- 001
- Plan type
- 2
- Location
- Lewiston, ID
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $9,677,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20240919152858NAL0006132945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,677,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,677,214
- Net assets (BOY)
- $7,713,149
Income & contributions
- Employer contributions
- $401,407
- Participant contributions
- $975,952
- Total contributions
- $1,377,359
- Total income / additions
- $2,531,291
Expenses & distributions
- Benefits paid
- $558,883
- Administrative expenses
- $8,343
- Total expenses
- $567,226
- Net increase / (decrease)
- $1,964,065
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Da Davidson & Co | BROKER/ADVISOR | $32,702 | not reported in the loaded dataset | 2023 |
| Randall & Hurley, Inc. | CONTRACT ADMIN | $1,650 | $8,175 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $7,646 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rogers Motors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Lewiston, ID
- Da Davidson & Co — Schedule C compensation
- Randall & Hurley, Inc. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Empower Annuity Ins Co — Schedule C compensation