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JOSEPH J. ROGERS PROFIT SHARING PLAN 401k Plan overview

Plan NameJOSEPH J. ROGERS PROFIT SHARING PLAN
Plan identification number 001

JOSEPH J. ROGERS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

JOSEPH J. ROGERS has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH J. ROGERS
Employer identification number (EIN):223518413
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH J. ROGERS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JOSEPH ROGERS2015-06-01
0012013-01-01JOSEPH ROGERS2014-06-10
0012012-01-01JOSEPH ROGERS2013-05-15
0012011-01-01JOSEPH ROGERS2012-06-01
0012010-01-01JOSEPH ROGERS2011-06-07

Plan Statistics for JOSEPH J. ROGERS PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH J. ROGERS PROFIT SHARING PLAN

Measure Date Value
2024: JOSEPH J. ROGERS PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-246
Total number of particpants at end of year2024-07-240
Number of Participants With Account Balances2024-07-240
2022: JOSEPH J. ROGERS PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-278
Total number of particpants at end of year2022-09-276
Number of Participants With Account Balances2022-09-276

Financial Data on JOSEPH J. ROGERS PROFIT SHARING PLAN

Measure Date Value
2024 : JOSEPH J. ROGERS PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-241302761
Net assets as of the end of the plan year2024-07-240
Total assets as of the beginning of the plan year2024-07-241242007
Value of plan covered by a fidelity bond2024-07-24250000
Participant contributions to plan in this plan year2024-07-240
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-2460754
Plan net income in this plan year2024-07-24-1242007
Net assets as of the end of the plan year2024-07-240
Net assets as of the beginning of the plan year2024-07-241242007
Employer contributions to plan in this plan year2024-07-240
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-24478
2022 : JOSEPH J. ROGERS PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-2715738
Net assets as of the end of the plan year2022-09-271539729
Total assets as of the beginning of the plan year2022-09-271383789
Value of plan covered by a fidelity bond2022-09-27250000
Other income to plan in this plan year2022-09-27149541
Plan net income in this plan year2022-09-27155940
Net assets as of the end of the plan year2022-09-271539729
Net assets as of the beginning of the plan year2022-09-271383789
Employer contributions to plan in this plan year2022-09-2722137
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-27-651

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