401k Plan data: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST plan

JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan identification number	001

JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

JAMES E. RODGERS AND COMPANY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: JAMES E. RODGERS AND COMPANY, P.C.

Employer identification number (EIN): 751540745

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST

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 E RODGERS GERALD L. RODGERS 2019-07-25
001 2017-01-01 RICHARD E RODGERS GERALD L. RODGERS 2018-07-27
001 2016-01-01 RICHARD E RODGERS GERALD L. RODGERS 2017-08-08
001 2015-01-01 RICHARD E RODGERS GERALD L. RODGERS 2016-07-21
001 2014-01-01 RICHARD E RODGERS GERALD L. RODGERS 2015-07-14
001 2013-01-01 RICHARD E RODGERS GERALD L. RODGERS 2014-08-22
001 2012-01-01 RICHARD E RODGERS GERALD L. RODGERS 2013-07-29
001 2011-01-01 RICHARD E RODGERS GERALD L RODGERS 2012-08-17
001 2009-01-01 RICHARD E RODGERS GERALD L RODGERS 2010-07-20

Plan id#	Filing Submission Date	Name of Administrator	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 E RODGERS	GERALD L. RODGERS	2019-07-25
001	2017-01-01	RICHARD E RODGERS	GERALD L. RODGERS	2018-07-27
001	2016-01-01	RICHARD E RODGERS	GERALD L. RODGERS	2017-08-08
001	2015-01-01	RICHARD E RODGERS	GERALD L. RODGERS	2016-07-21
001	2014-01-01	RICHARD E RODGERS	GERALD L. RODGERS	2015-07-14
001	2013-01-01	RICHARD E RODGERS	GERALD L. RODGERS	2014-08-22
001	2012-01-01	RICHARD E RODGERS	GERALD L. RODGERS	2013-07-29
001	2011-01-01	RICHARD E RODGERS	GERALD L RODGERS	2012-08-17
001	2009-01-01	RICHARD E RODGERS	GERALD L RODGERS	2010-07-20

Plan Statistics for JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 11
Total participants 2022-01-01 11
Number of participants with account balances 2022-01-01 10
2021: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
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 11
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
Total of all active and inactive participants 2020-01-01 10
Total participants 2020-01-01 10
Number of participants with account balances 2020-01-01 10
2019: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 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 10
Total of all active and inactive participants 2019-01-01 10
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 9
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
2017: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 17
Total participants 2017-01-01 17
Number of participants with account balances 2017-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 14
Total participants 2016-01-01 14
Number of participants with account balances 2016-01-01 13
2015: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 1
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
2009: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	11
Total participants	2022-01-01	11
Number of participants with account balances	2022-01-01	10
2021: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
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	11
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
Total of all active and inactive participants	2020-01-01	10
Total participants	2020-01-01	10
Number of participants with account balances	2020-01-01	10
2019: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 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	10
Total of all active and inactive participants	2019-01-01	10
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	9
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
2017: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	17
Total participants	2017-01-01	17
Number of participants with account balances	2017-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	14
Total participants	2016-01-01	14
Number of participants with account balances	2016-01-01	13
2015: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	1
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
2009: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-183,406
Expenses. Total of all expenses incurred	2022-12-31	$588
Benefits paid (including direct rollovers)	2022-12-31	$588
Total plan assets at end of year	2022-12-31	$1,032,648
Total plan assets at beginning of year	2022-12-31	$1,216,642
Value of fidelity bond covering the plan	2022-12-31	$500,000
Other income received	2022-12-31	$-207,406
Net income (gross income less expenses)	2022-12-31	$-183,994
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,032,648
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,216,642
Total contributions received or receivable from employer(s)	2022-12-31	$24,000
2021 : JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$156,872
Total plan assets at end of year	2021-12-31	$1,216,642
Total plan assets at beginning of year	2021-12-31	$1,059,770
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$132,772
Net income (gross income less expenses)	2021-12-31	$156,872
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,216,642
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,059,770
Total contributions received or receivable from employer(s)	2021-12-31	$24,100
2020 : JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$76,753
Expenses. Total of all expenses incurred	2020-12-31	$286
Benefits paid (including direct rollovers)	2020-12-31	$286
Total plan assets at end of year	2020-12-31	$1,059,770
Total plan assets at beginning of year	2020-12-31	$983,303
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$52,753
Net income (gross income less expenses)	2020-12-31	$76,467
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,059,770
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$983,303
Total contributions received or receivable from employer(s)	2020-12-31	$24,000
2019 : JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$131,125
Expenses. Total of all expenses incurred	2019-12-31	$141,129
Benefits paid (including direct rollovers)	2019-12-31	$141,004
Total plan assets at end of year	2019-12-31	$983,303
Total plan assets at beginning of year	2019-12-31	$993,307
Value of fidelity bond covering the plan	2019-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$125
Other income received	2019-12-31	$119,125
Net income (gross income less expenses)	2019-12-31	$-10,004
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$983,303
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$993,307
Total contributions received or receivable from employer(s)	2019-12-31	$12,000
2018 : JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-44,263
Expenses. Total of all expenses incurred	2018-12-31	$6,810
Benefits paid (including direct rollovers)	2018-12-31	$6,810
Total plan assets at end of year	2018-12-31	$993,307
Total plan assets at beginning of year	2018-12-31	$1,044,380
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$-56,263
Net income (gross income less expenses)	2018-12-31	$-51,073
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$993,307
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,044,380
Total contributions received or receivable from employer(s)	2018-12-31	$12,000
2017 : JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$49,221
Expenses. Total of all expenses incurred	2017-12-31	$8,991
Benefits paid (including direct rollovers)	2017-12-31	$8,981
Total plan assets at end of year	2017-12-31	$1,044,380
Total plan assets at beginning of year	2017-12-31	$1,004,150
Value of fidelity bond covering the plan	2017-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$10
Other income received	2017-12-31	$37,221
Net income (gross income less expenses)	2017-12-31	$40,230
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,044,380
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,004,150
Total contributions received or receivable from employer(s)	2017-12-31	$12,000
2016 : JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$35,994
Expenses. Total of all expenses incurred	2016-12-31	$107,161
Benefits paid (including direct rollovers)	2016-12-31	$107,161
Total plan assets at end of year	2016-12-31	$1,004,150
Total plan assets at beginning of year	2016-12-31	$1,075,317
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$23,994
Net income (gross income less expenses)	2016-12-31	$-71,167
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,004,150
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,075,317
Total contributions received or receivable from employer(s)	2016-12-31	$12,000
2015 : JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$461
Total income from all sources	2015-12-31	$29,587
Expenses. Total of all expenses incurred	2015-12-31	$84,729
Benefits paid (including direct rollovers)	2015-12-31	$84,728
Total plan assets at end of year	2015-12-31	$1,075,317
Total plan assets at beginning of year	2015-12-31	$1,130,920
Value of fidelity bond covering the plan	2015-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$1
Other income received	2015-12-31	$17,587
Net income (gross income less expenses)	2015-12-31	$-55,142
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,075,317
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,130,459
Total contributions received or receivable from employer(s)	2015-12-31	$12,000
2014 : JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$461
Total plan liabilities at beginning of year	2014-12-31	$47
Total income from all sources	2014-12-31	$12,690
Expenses. Total of all expenses incurred	2014-12-31	$129,224
Benefits paid (including direct rollovers)	2014-12-31	$129,224
Total plan assets at end of year	2014-12-31	$1,130,920
Total plan assets at beginning of year	2014-12-31	$1,247,040
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$690
Net income (gross income less expenses)	2014-12-31	$-116,534
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,130,459
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,246,993
Total contributions received or receivable from employer(s)	2014-12-31	$12,000
2013 : JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$47
Total income from all sources	2013-12-31	$-19,250
Expenses. Total of all expenses incurred	2013-12-31	$16,191
Benefits paid (including direct rollovers)	2013-12-31	$16,191
Total plan assets at end of year	2013-12-31	$1,247,040
Total plan assets at beginning of year	2013-12-31	$1,282,434
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$-31,250
Net income (gross income less expenses)	2013-12-31	$-35,441
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,246,993
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,282,434
Total contributions received or receivable from employer(s)	2013-12-31	$12,000
2012 : JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$60,224
Expenses. Total of all expenses incurred	2012-12-31	$24,155
Benefits paid (including direct rollovers)	2012-12-31	$24,155
Total plan assets at end of year	2012-12-31	$1,282,434
Total plan assets at beginning of year	2012-12-31	$1,246,365
Value of fidelity bond covering the plan	2012-12-31	$500,000
Other income received	2012-12-31	$48,224
Net income (gross income less expenses)	2012-12-31	$36,069
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,282,434
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,246,365
Total contributions received or receivable from employer(s)	2012-12-31	$12,000
2011 : JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$85,421
Expenses. Total of all expenses incurred	2011-12-31	$41,244
Benefits paid (including direct rollovers)	2011-12-31	$41,244
Total plan assets at end of year	2011-12-31	$1,246,365
Total plan assets at beginning of year	2011-12-31	$1,202,188
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$73,421
Net income (gross income less expenses)	2011-12-31	$44,177
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,246,365
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,202,188
Total contributions received or receivable from employer(s)	2011-12-31	$12,000
2010 : JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$36,529
Expenses. Total of all expenses incurred	2010-12-31	$14,561
Benefits paid (including direct rollovers)	2010-12-31	$14,561
Total plan assets at end of year	2010-12-31	$1,202,188
Total plan assets at beginning of year	2010-12-31	$1,180,220
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$26,329
Net income (gross income less expenses)	2010-12-31	$21,968
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,202,188
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,180,220
Total contributions received or receivable from employer(s)	2010-12-31	$10,200

Form 5500 Responses for JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST

2022: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JAMES E RODGERS AND COMPANY, P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES E. RODGERS AND COMPANY, P.C.
Employer identification number (EIN):	751540745
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants