Rogers Machinery Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Rogers Machinery Company, 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 Machinery Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Rogers Machinery Company, Inc. under EIN 93-0367459 and plan number 001. The latest loaded filing year is 2023. The filing reports 500 participants and $67,987,599 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rogers Machinery Company, Inc.
- EIN
- 93-0367459
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 500
- End-of-year plan assets
- $67,987,599
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 500 | H, C | 20250109120422NAL0006902371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,987,599
- Total liabilities (EOY)
- $594,869
- Net assets (EOY)
- $67,392,730
- Net assets (BOY)
- $59,688,225
Income & contributions
- Employer contributions
- $3,863,930
- Participant contributions
- $1,732,256
- Total contributions
- $6,403,216
- Total income / additions
- $15,924,938
Expenses & distributions
- Benefits paid
- $8,101,861
- Administrative expenses
- $118,572
- Total expenses
- $8,220,433
- Net increase / (decrease)
- $7,704,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwps | NONE | $56,328 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $19,044 | $0 | 2023 |
| Human Investing | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Shannon & Associates | NONE | $15,700 | not reported in the loaded dataset | 2023 |
| Reliant Consulting & Research | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rogers Machinery Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Nwps — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Human Investing — Schedule C compensation
- Shannon & Associates — Schedule C compensation
- Reliant Consulting & Research — Schedule C compensation