401k Plan data: JOHN ROGARIS 401 K PROFIT SHARING PLAN TRUST plan

JOHN ROGARIS 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	JOHN ROGARIS 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

JOHN ROGARIS 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROGARIS LAW OFFICE has sponsored the creation of one or more 401k plans.

Company Name: ROGARIS LAW OFFICE

Employer identification number (EIN): 200630262

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN ROGARIS 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARY LIVINGSTON 2023-06-28
001 2021-01-01 MARY LIVINGSTON 2022-04-07
001 2020-01-01 MARY LIVINGSTON 2021-04-05
001 2019-01-01 MARY LIVINGSTON 2020-05-18
001 2018-01-01 MARY LIVINGSTON 2019-10-14
001 2017-01-01 MICHELE JULIAN 2018-08-27
001 2016-01-01 MICHELE JULIAN 2017-07-17
001 2015-01-01 MICHELE JULIAN 2016-06-20
001 2014-01-01 MICHELE JULIAN 2015-06-08
001 2013-01-01 MICHELE JULIAN 2014-05-19
001 2012-01-01 ROGARIS LAW OFFICE 2013-09-16
001 2011-01-01 ROGARIS LAW OFFICE 2012-09-24
001 2010-01-01 ROGARIS LAW OFFICE 2011-08-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MARY LIVINGSTON	2023-06-28
001	2021-01-01	MARY LIVINGSTON	2022-04-07
001	2020-01-01	MARY LIVINGSTON	2021-04-05
001	2019-01-01	MARY LIVINGSTON	2020-05-18
001	2018-01-01	MARY LIVINGSTON	2019-10-14
001	2017-01-01	MICHELE JULIAN	2018-08-27
001	2016-01-01	MICHELE JULIAN	2017-07-17
001	2015-01-01	MICHELE JULIAN	2016-06-20
001	2014-01-01	MICHELE JULIAN	2015-06-08
001	2013-01-01	MICHELE JULIAN	2014-05-19
001	2012-01-01	ROGARIS LAW OFFICE	2013-09-16
001	2011-01-01	ROGARIS LAW OFFICE	2012-09-24
001	2010-01-01	ROGARIS LAW OFFICE	2011-08-01

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Company Name:	ROGARIS LAW OFFICE
Employer identification number (EIN):	200630262
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services