401k Plan data: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN plan

ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROGERS & COMPANY CPA PC PROFIT SHARING PLAN
Plan identification number	001

ROGERS & COMPANY CPA PC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

ROGERS & COMPANY, CPA, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ROGERS & COMPANY, CPA, P.C.

Employer identification number (EIN): 920152381

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

Additional information about ROGERS & COMPANY, CPA, P.C.

Jurisdiction of Incorporation: Alaska Department Commerce, Community & Economic Development

Incorporation Date: 1994-11-04

Company Identification Number: 54854D

Legal Registered Office Address: 738 H STREET, SUITE 200

ANCHORAGE
United States of America (USA)
99501

More information about ROGERS & COMPANY, CPA, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROGERS & COMPANY CPA PC PROFIT SHARING 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
001 2017-01-01 LISA M. ROGERS LISA M. ROGERS 2018-10-15
001 2016-01-01 LISA M. ROGERS LISA M. ROGERS 2017-10-15
001 2015-01-01 LISA M. ROGERS LISA M. ROGERS 2016-09-24
001 2014-01-01 LISA M. ROGERS LISA M. ROGERS 2015-10-15
001 2013-01-01 LISA M. ROGERS LISA M. ROGERS 2014-10-15
001 2012-01-01 LISA M. ROGERS LISA M. ROGERS 2013-10-10
001 2011-01-01 LISA M. ROGERS LISA M. ROGERS 2012-10-13
001 2010-01-01 LISA M. ROGERS LISA M. ROGERS 2011-10-17
001 2009-01-01 LISA M. ROGERS LISA M. ROGERS 2010-10-14

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
001	2017-01-01	LISA M. ROGERS	LISA M. ROGERS	2018-10-15
001	2016-01-01	LISA M. ROGERS	LISA M. ROGERS	2017-10-15
001	2015-01-01	LISA M. ROGERS	LISA M. ROGERS	2016-09-24
001	2014-01-01	LISA M. ROGERS	LISA M. ROGERS	2015-10-15
001	2013-01-01	LISA M. ROGERS	LISA M. ROGERS	2014-10-15
001	2012-01-01	LISA M. ROGERS	LISA M. ROGERS	2013-10-10
001	2011-01-01	LISA M. ROGERS	LISA M. ROGERS	2012-10-13
001	2010-01-01	LISA M. ROGERS	LISA M. ROGERS	2011-10-17
001	2009-01-01	LISA M. ROGERS	LISA M. ROGERS	2010-10-14

Plan Statistics for ROGERS & COMPANY CPA PC PROFIT SHARING PLAN

401k plan membership statisitcs for ROGERS & COMPANY CPA PC PROFIT SHARING PLAN

Measure Date Value
2022: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
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 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
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 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
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 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
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 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
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 2
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
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 3
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
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 3
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 1
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 3
2009: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2022: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
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	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
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	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
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	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
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	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
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	2
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
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	3
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
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	3
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	1
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	3
2009: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on ROGERS & COMPANY CPA PC PROFIT SHARING PLAN

Measure	Date	Value
2022 : ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-57,817
Total plan assets at end of year	2022-12-31	$449,684
Total plan assets at beginning of year	2022-12-31	$507,501
Value of fidelity bond covering the plan	2022-12-31	$50,000
Other income received	2022-12-31	$-57,817
Net income (gross income less expenses)	2022-12-31	$-57,817
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$449,684
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$507,501
2021 : ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$40,456
Expenses. Total of all expenses incurred	2021-12-31	$25,043
Benefits paid (including direct rollovers)	2021-12-31	$24,595
Total plan assets at end of year	2021-12-31	$507,501
Total plan assets at beginning of year	2021-12-31	$492,088
Value of fidelity bond covering the plan	2021-12-31	$50,000
Other income received	2021-12-31	$40,456
Net income (gross income less expenses)	2021-12-31	$15,413
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$507,501
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$492,088
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$448
2020 : ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$71,599
Expenses. Total of all expenses incurred	2020-12-31	$5,044
Benefits paid (including direct rollovers)	2020-12-31	$5,044
Total plan assets at end of year	2020-12-31	$492,088
Total plan assets at beginning of year	2020-12-31	$425,533
Value of fidelity bond covering the plan	2020-12-31	$50,000
Other income received	2020-12-31	$44,033
Net income (gross income less expenses)	2020-12-31	$66,555
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$492,088
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$425,533
Total contributions received or receivable from employer(s)	2020-12-31	$27,566
2019 : ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$78,804
Expenses. Total of all expenses incurred	2019-12-31	$1,301
Benefits paid (including direct rollovers)	2019-12-31	$1,243
Total plan assets at end of year	2019-12-31	$425,533
Total plan assets at beginning of year	2019-12-31	$348,030
Value of fidelity bond covering the plan	2019-12-31	$50,000
Other income received	2019-12-31	$49,472
Net income (gross income less expenses)	2019-12-31	$77,503
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$425,533
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$348,030
Total contributions received or receivable from employer(s)	2019-12-31	$29,332
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$58
2018 : ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$15,192
Expenses. Total of all expenses incurred	2018-12-31	$6,793
Benefits paid (including direct rollovers)	2018-12-31	$6,509
Total plan assets at end of year	2018-12-31	$348,030
Total plan assets at beginning of year	2018-12-31	$339,631
Value of fidelity bond covering the plan	2018-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$284
Other income received	2018-12-31	$-11,715
Net income (gross income less expenses)	2018-12-31	$8,399
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$348,030
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$339,631
Total contributions received or receivable from employer(s)	2018-12-31	$26,907
2017 : ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$54,255
Expenses. Total of all expenses incurred	2017-12-31	$4,256
Benefits paid (including direct rollovers)	2017-12-31	$4,132
Total plan assets at end of year	2017-12-31	$339,631
Total plan assets at beginning of year	2017-12-31	$289,632
Value of fidelity bond covering the plan	2017-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$124
Other income received	2017-12-31	$21,481
Net income (gross income less expenses)	2017-12-31	$49,999
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$339,631
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$289,632
Total contributions received or receivable from employer(s)	2017-12-31	$32,774
2016 : ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$100
Total income from all sources	2016-12-31	$32,842
Expenses. Total of all expenses incurred	2016-12-31	$144,982
Benefits paid (including direct rollovers)	2016-12-31	$131,056
Total plan assets at end of year	2016-12-31	$289,632
Total plan assets at beginning of year	2016-12-31	$401,872
Value of fidelity bond covering the plan	2016-12-31	$50,000
Other income received	2016-12-31	$12,317
Net income (gross income less expenses)	2016-12-31	$-112,140
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$289,632
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$401,772
Assets. Value of participant loans	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$20,525
Value of certain deemed distributions of participant loans	2016-12-31	$13,926
2015 : ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$100
Total income from all sources	2015-12-31	$9,088
Expenses. Total of all expenses incurred	2015-12-31	$102,494
Benefits paid (including direct rollovers)	2015-12-31	$102,394
Total plan assets at end of year	2015-12-31	$401,872
Total plan assets at beginning of year	2015-12-31	$495,178
Value of fidelity bond covering the plan	2015-12-31	$50,000
Other income received	2015-12-31	$-6,094
Net income (gross income less expenses)	2015-12-31	$-93,406
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$401,772
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$495,178
Assets. Value of participant loans	2015-12-31	$17,268
Total contributions received or receivable from employer(s)	2015-12-31	$15,182
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$100
2014 : ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$37,941
Expenses. Total of all expenses incurred	2014-12-31	$16,928
Benefits paid (including direct rollovers)	2014-12-31	$16,928
Total plan assets at end of year	2014-12-31	$495,178
Total plan assets at beginning of year	2014-12-31	$474,165
Value of fidelity bond covering the plan	2014-12-31	$50,000
Other income received	2014-12-31	$19,353
Net income (gross income less expenses)	2014-12-31	$21,013
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$495,178
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$474,165
Assets. Value of participant loans	2014-12-31	$25,246
Total contributions received or receivable from employer(s)	2014-12-31	$18,588
2013 : ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$53,020
Total plan assets at end of year	2013-12-31	$474,165
Total plan assets at beginning of year	2013-12-31	$421,145
Value of fidelity bond covering the plan	2013-12-31	$50,000
Other income received	2013-12-31	$18,160
Net income (gross income less expenses)	2013-12-31	$53,020
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$474,165
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$421,145
Assets. Value of participant loans	2013-12-31	$32,817
Total contributions received or receivable from employer(s)	2013-12-31	$34,860
2012 : ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$56,981
Total plan assets at end of year	2012-12-31	$421,673
Total plan assets at beginning of year	2012-12-31	$364,692
Value of fidelity bond covering the plan	2012-12-31	$50,000
Other income received	2012-12-31	$20,398
Net income (gross income less expenses)	2012-12-31	$56,981
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$421,673
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$364,692
Total contributions received or receivable from employer(s)	2012-12-31	$36,583
2011 : ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$35,962
Expenses. Total of all expenses incurred	2011-12-31	$3,875
Benefits paid (including direct rollovers)	2011-12-31	$3,875
Total plan assets at end of year	2011-12-31	$364,692
Total plan assets at beginning of year	2011-12-31	$332,605
Value of fidelity bond covering the plan	2011-12-31	$50,000
Other income received	2011-12-31	$285
Net income (gross income less expenses)	2011-12-31	$32,087
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$364,692
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$332,605
Assets. Value of participant loans	2011-12-31	$5,404
Total contributions received or receivable from employer(s)	2011-12-31	$35,677
2010 : ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$59,762
Expenses. Total of all expenses incurred	2010-12-31	$5,380
Benefits paid (including direct rollovers)	2010-12-31	$5,380
Total plan assets at end of year	2010-12-31	$332,605
Total plan assets at beginning of year	2010-12-31	$278,223
Value of fidelity bond covering the plan	2010-12-31	$50,000
Other income received	2010-12-31	$22,850
Net income (gross income less expenses)	2010-12-31	$54,382
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$332,605
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$278,223
Assets. Value of participant loans	2010-12-31	$11,472
Total contributions received or receivable from employer(s)	2010-12-31	$36,912

Form 5500 Responses for ROGERS & COMPANY CPA PC PROFIT SHARING PLAN

2022: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 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: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 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: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 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: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 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: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 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: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 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: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 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: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 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: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 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: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 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: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 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: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 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
2010: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ROGERS & COMPANY CPA PC PROFIT SHARING PLAN 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:	ROGERS & COMPANY, CPA, P.C.
Employer identification number (EIN):	920152381
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Alaska Department Commerce, Community & Economic Development
Incorporation Date:	1994-11-04
Company Identification Number:	54854D
Legal Registered Office Address:	738 H STREET, SUITE 200 ANCHORAGE United States of America (USA) 99501