401k Plan data: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN plan

RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 401k Plan overview

Plan Name	RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN
Plan identification number	001

RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

RICHARD L. ROGERS, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name: RICHARD L. ROGERS, D.D.S., P.A.

Employer identification number (EIN): 521906109

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 RICHARD ROGERS, D.D.S.
001 2017-01-01 RICHARD ROGERS, D.D.S.
001 2016-01-01 RICHARD ROGERS, D.D.S.
001 2015-01-01 RICHARD ROGERS, D.D.S.
001 2014-01-01 RICHARD ROGERS, D.D.S.
001 2013-01-01 RICHARD ROGERS, D.D.S.
001 2012-01-01 RICHARD ROGERS, D.D.S.
001 2011-01-01 RICHARD ROGERS, D.D.S.

Plan Statistics for RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN

401k plan membership statisitcs for RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN

Measure Date Value
2022: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 9
Number of participants with account balances 2022-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	9
Number of participants with account balances	2022-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN

Measure	Date	Value
2022 : RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-140,119
Expenses. Total of all expenses incurred	2022-12-31	$140,289
Benefits paid (including direct rollovers)	2022-12-31	$139,139
Total plan assets at end of year	2022-12-31	$2,188,875
Total plan assets at beginning of year	2022-12-31	$2,469,283
Value of fidelity bond covering the plan	2022-12-31	$650,000
Total contributions received or receivable from participants	2022-12-31	$94,429
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$4,898
Other income received	2022-12-31	$-308,131
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-280,408
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,188,875
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,469,283
Assets. Value of real-estate (other than employer real property)	2022-12-31	$26,907
Total contributions received or receivable from employer(s)	2022-12-31	$68,685
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,150
2021 : RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$82,419
Expenses. Total of all expenses incurred	2021-12-31	$29,072
Benefits paid (including direct rollovers)	2021-12-31	$8,452
Total plan assets at end of year	2021-12-31	$2,469,283
Total plan assets at beginning of year	2021-12-31	$2,415,936
Value of fidelity bond covering the plan	2021-12-31	$650,000
Total contributions received or receivable from participants	2021-12-31	$82,276
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$-49,159
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$53,347
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,469,283
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,415,936
Assets. Value of real-estate (other than employer real property)	2021-12-31	$27,254
Total contributions received or receivable from employer(s)	2021-12-31	$49,302
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$20,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$297,866
Expenses. Total of all expenses incurred	2020-12-31	$3,908
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$2,415,936
Total plan assets at beginning of year	2020-12-31	$2,121,978
Value of fidelity bond covering the plan	2020-12-31	$650,000
Total contributions received or receivable from participants	2020-12-31	$76,446
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$165,333
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$293,958
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,415,936
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,121,978
Assets. Value of real-estate (other than employer real property)	2020-12-31	$483,298
Total contributions received or receivable from employer(s)	2020-12-31	$56,087
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,908
2019 : RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$402,493
Expenses. Total of all expenses incurred	2019-12-31	$4,593
Benefits paid (including direct rollovers)	2019-12-31	$798
Total plan assets at end of year	2019-12-31	$2,121,978
Total plan assets at beginning of year	2019-12-31	$1,724,078
Value of fidelity bond covering the plan	2019-12-31	$650,000
Total contributions received or receivable from participants	2019-12-31	$89,881
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$18,078
Other income received	2019-12-31	$264,947
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$397,900
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,121,978
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,724,078
Assets. Value of real-estate (other than employer real property)	2019-12-31	$482,190
Total contributions received or receivable from employer(s)	2019-12-31	$29,587
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,795
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$173,055
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,724,078
Total plan assets at beginning of year	2018-12-31	$1,551,023
Value of fidelity bond covering the plan	2018-12-31	$650,000
Total contributions received or receivable from participants	2018-12-31	$79,260
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$58,746
Other income received	2018-12-31	$7,344
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$173,055
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,724,078
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,551,023
Assets. Value of real-estate (other than employer real property)	2018-12-31	$478,000
Total contributions received or receivable from employer(s)	2018-12-31	$27,705
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$282,551
Expenses. Total of all expenses incurred	2017-12-31	$14,610
Benefits paid (including direct rollovers)	2017-12-31	$1,048
Total plan assets at end of year	2017-12-31	$1,551,023
Total plan assets at beginning of year	2017-12-31	$1,283,082
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$61,607
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$192,595
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$267,941
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,551,023
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,283,082
Assets. Value of real-estate (other than employer real property)	2017-12-31	$230,000
Total contributions received or receivable from employer(s)	2017-12-31	$28,349
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$13,562
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$150,412
Expenses. Total of all expenses incurred	2016-12-31	$11,779
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,283,082
Total plan assets at beginning of year	2016-12-31	$1,144,449
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$56,983
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$77,290
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$138,633
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,283,082
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,144,449
Total contributions received or receivable from employer(s)	2016-12-31	$16,139
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$11,779
2015 : RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$25,807
Expenses. Total of all expenses incurred	2015-12-31	$13,560
Benefits paid (including direct rollovers)	2015-12-31	$1,187
Total plan assets at end of year	2015-12-31	$1,144,449
Total plan assets at beginning of year	2015-12-31	$1,132,202
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$57,510
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-40,135
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$12,247
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,144,449
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,132,202
Total contributions received or receivable from employer(s)	2015-12-31	$8,432
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$12,373
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$158,896
Expenses. Total of all expenses incurred	2014-12-31	$112,477
Benefits paid (including direct rollovers)	2014-12-31	$99,952
Total plan assets at end of year	2014-12-31	$1,132,202
Total plan assets at beginning of year	2014-12-31	$1,085,783
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$56,908
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$51,165
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$46,419
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,132,202
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,085,783
Total contributions received or receivable from employer(s)	2014-12-31	$50,823
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$12,525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$218,204
Expenses. Total of all expenses incurred	2013-12-31	$10,361
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,085,783
Total plan assets at beginning of year	2013-12-31	$877,940
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$53,580
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$161,529
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$207,843
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,085,783
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$877,940
Total contributions received or receivable from employer(s)	2013-12-31	$3,095
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$10,361
2012 : RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$192,998
Expenses. Total of all expenses incurred	2012-12-31	$113,178
Benefits paid (including direct rollovers)	2012-12-31	$104,380
Total plan assets at end of year	2012-12-31	$877,940
Total plan assets at beginning of year	2012-12-31	$798,120
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$65,097
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$76,765
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$79,820
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$877,940
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$798,120
Total contributions received or receivable from employer(s)	2012-12-31	$51,136
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$8,798
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$78,479
Expenses. Total of all expenses incurred	2011-12-31	$203,659
Benefits paid (including direct rollovers)	2011-12-31	$193,409
Total plan assets at end of year	2011-12-31	$798,120
Total plan assets at beginning of year	2011-12-31	$923,300
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$45,699
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$4,593
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-125,180
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$798,120
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$923,300
Total contributions received or receivable from employer(s)	2011-12-31	$28,187
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$10,250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$259,985
Expenses. Total of all expenses incurred	2010-12-31	$44,846
Benefits paid (including direct rollovers)	2010-12-31	$35,842
Total plan assets at end of year	2010-12-31	$923,300
Total plan assets at beginning of year	2010-12-31	$708,161
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$44,176
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$71,672
Noncash contributions received	2010-12-31	$100,000
Net income (gross income less expenses)	2010-12-31	$215,139
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$923,300
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$708,161
Total contributions received or receivable from employer(s)	2010-12-31	$44,137
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,004
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN

2022: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RICHARD L. ROGERS, D.D.S., P.A. RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	RICHARD L. ROGERS, D.D.S., P.A.
Employer identification number (EIN):	521906109
NAIC Classification:	621210
NAIC Description:	Offices of Dentists