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CHARLES A. ROGERS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLES A. ROGERS, INC. PROFIT SHARING PLAN
Plan identification number 001

CHARLES A. ROGERS, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

CHARLES A. ROGERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES A. ROGERS, INC.
Employer identification number (EIN):131559499
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES A. ROGERS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-03-01DIANE PIZZI2015-10-02
0012014-03-01SHERYL GUSS2015-08-25
0012013-03-01SHERYL GUSS2014-11-03
0012012-03-01SHERYL GUSS2013-10-22
0012011-03-01SHERYL GUSS2012-12-03
0012010-03-01SHERYL GUSS2011-12-14
0012008-03-01SHERYL GUSS
0012007-03-01SHERYL GUSS
0012006-03-01SHERYL GUSS

Plan Statistics for CHARLES A. ROGERS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES A. ROGERS, INC. PROFIT SHARING PLAN

Measure Date Value
2008: CHARLES A. ROGERS, INC. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-03-012
Total number of active participants reported on line 7a of the Form 55002008-03-010
Number of retired or separated participants receiving benefits2008-03-010
Number of other retired or separated participants entitled to future benefits2008-03-011
Total of all active and inactive participants2008-03-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-03-011
Total participants2008-03-012
Number of participants with account balances2008-03-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-03-010
2007: CHARLES A. ROGERS, INC. PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-03-012
Total number of active participants reported on line 7a of the Form 55002007-03-011
Number of retired or separated participants receiving benefits2007-03-010
Number of other retired or separated participants entitled to future benefits2007-03-011
Total of all active and inactive participants2007-03-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-03-010
Total participants2007-03-012
Number of participants with account balances2007-03-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-03-010
2006: CHARLES A. ROGERS, INC. PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year2006-03-012
Total number of active participants reported on line 7a of the Form 55002006-03-011
Number of retired or separated participants receiving benefits2006-03-010
Number of other retired or separated participants entitled to future benefits2006-03-011
Total of all active and inactive participants2006-03-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-03-010
Total participants2006-03-012
Number of participants with account balances2006-03-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-03-010

Financial Data on CHARLES A. ROGERS, INC. PROFIT SHARING PLAN

Measure Date Value
2009 : CHARLES A. ROGERS, INC. PROFIT SHARING PLAN 2009 401k financial data
Transfers to/from the plan2009-02-28$0
Total plan liabilities at end of year2009-02-28$0
Total plan liabilities at beginning of year2009-02-28$0
Total income from all sources2009-02-28$-73,322
Expenses. Total of all expenses incurred2009-02-28$0
Benefits paid (including direct rollovers)2009-02-28$0
Total plan assets at end of year2009-02-28$144,721
Total plan assets at beginning of year2009-02-28$218,043
Total contributions received or receivable from participants2009-02-28$0
Expenses. Other expenses not covered elsewhere2009-02-28$0
Contributions received from other sources (not participants or employers)2009-02-28$0
Other income received2009-02-28$-73,322
Noncash contributions received2009-02-28$0
Net income (gross income less expenses)2009-02-28$-73,322
Net plan assets at end of year (total assets less liabilities)2009-02-28$144,721
Net plan assets at beginning of year (total assets less liabilities)2009-02-28$218,043
Total contributions received or receivable from employer(s)2009-02-28$0
Value of certain deemed distributions of participant loans2009-02-28$0
Value of corrective distributions2009-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2009-02-28$0
2008 : CHARLES A. ROGERS, INC. PROFIT SHARING PLAN 2008 401k financial data
Transfers to/from the plan2008-02-29$0
Total plan liabilities at end of year2008-02-29$0
Total plan liabilities at beginning of year2008-02-29$0
Total income from all sources2008-02-29$-1,851
Expenses. Total of all expenses incurred2008-02-29$0
Benefits paid (including direct rollovers)2008-02-29$0
Total plan assets at end of year2008-02-29$218,043
Total plan assets at beginning of year2008-02-29$219,894
Total contributions received or receivable from participants2008-02-29$0
Expenses. Other expenses not covered elsewhere2008-02-29$0
Contributions received from other sources (not participants or employers)2008-02-29$0
Other income received2008-02-29$-1,851
Noncash contributions received2008-02-29$0
Net income (gross income less expenses)2008-02-29$-1,851
Net plan assets at end of year (total assets less liabilities)2008-02-29$218,043
Net plan assets at beginning of year (total assets less liabilities)2008-02-29$219,894
Total contributions received or receivable from employer(s)2008-02-29$0
Value of certain deemed distributions of participant loans2008-02-29$0
Value of corrective distributions2008-02-29$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-02-29$0
2007 : CHARLES A. ROGERS, INC. PROFIT SHARING PLAN 2007 401k financial data
Transfers to/from the plan2007-02-28$0
Total plan liabilities at end of year2007-02-28$0
Total plan liabilities at beginning of year2007-02-28$0
Total income from all sources2007-02-28$34,247
Expenses. Total of all expenses incurred2007-02-28$0
Benefits paid (including direct rollovers)2007-02-28$0
Total plan assets at end of year2007-02-28$219,894
Total plan assets at beginning of year2007-02-28$185,647
Total contributions received or receivable from participants2007-02-28$0
Expenses. Other expenses not covered elsewhere2007-02-28$0
Contributions received from other sources (not participants or employers)2007-02-28$0
Other income received2007-02-28$34,247
Noncash contributions received2007-02-28$0
Net income (gross income less expenses)2007-02-28$34,247
Net plan assets at end of year (total assets less liabilities)2007-02-28$219,894
Net plan assets at beginning of year (total assets less liabilities)2007-02-28$185,647
Total contributions received or receivable from employer(s)2007-02-28$0
Value of certain deemed distributions of participant loans2007-02-28$0
Value of corrective distributions2007-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-02-28$0

Form 5500 Responses for CHARLES A. ROGERS, INC. PROFIT SHARING PLAN

2008: CHARLES A. ROGERS, INC. PROFIT SHARING PLAN 2008 form 5500 responses
2008-03-01Type of plan entitySingle employer plan
2008-03-01Submission has been amendedNo
2008-03-01This submission is the final filingNo
2008-03-01This return/report is a short plan year return/report (less than 12 months)No
2008-03-01Plan is a collectively bargained planNo
2008-03-01Plan funding arrangement – TrustYes
2008-03-01Plan benefit arrangement - TrustYes
2007: CHARLES A. ROGERS, INC. PROFIT SHARING PLAN 2007 form 5500 responses
2007-03-01Type of plan entitySingle employer plan
2007-03-01Submission has been amendedNo
2007-03-01This submission is the final filingNo
2007-03-01This return/report is a short plan year return/report (less than 12 months)No
2007-03-01Plan is a collectively bargained planNo
2007-03-01Plan funding arrangement – TrustYes
2007-03-01Plan benefit arrangement - TrustYes
2006: CHARLES A. ROGERS, INC. PROFIT SHARING PLAN 2006 form 5500 responses
2006-03-01Type of plan entitySingle employer plan
2006-03-01Submission has been amendedNo
2006-03-01This submission is the final filingNo
2006-03-01This return/report is a short plan year return/report (less than 12 months)No
2006-03-01Plan is a collectively bargained planNo
2006-03-01Plan funding arrangement – TrustYes
2006-03-01Plan benefit arrangement - TrustYes

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