401k Plan data: ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN plan

ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 401k Plan overview

Plan Name	ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN
Plan identification number	002

ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

ROGERS GROUP, INC. & AFFILIATES has sponsored the creation of one or more 401k plans.

Company Name: ROGERS GROUP, INC. & AFFILIATES

Employer identification number (EIN): 351418333

NAIC Classification: 212310
NAIC Description: Stone Mining and Quarrying

Additional information about ROGERS GROUP, INC. & AFFILIATES

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1992-05-18

Company Identification Number: 601384567

Legal Registered Office Address: 15300 NE 10TH AVE

VANCOUVER
United States of America (USA)
986851364

More information about ROGERS GROUP, INC. & AFFILIATES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 DUCHESS DUKES
002 2014-01-01 DUCHESS DUKES KYE HUDSON 2015-10-14
002 2013-01-01 DUCHESS DUKES
002 2012-01-01 ANNA TURNER
002 2011-01-01 ANNA TURNER ANNA TURNER 2012-10-10
002 2009-01-01 DUCHESS DUKES KYE HUDSON 2010-10-15
002 2009-01-01 DUCHESS DUKES KYE HUDSON 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2014-01-01	DUCHESS DUKES
002	2014-01-01	DUCHESS DUKES	KYE HUDSON	2015-10-14
002	2013-01-01	DUCHESS DUKES
002	2012-01-01	ANNA TURNER
002	2011-01-01	ANNA TURNER	ANNA TURNER	2012-10-10
002	2009-01-01	DUCHESS DUKES	KYE HUDSON	2010-10-15
002	2009-01-01	DUCHESS DUKES	KYE HUDSON	2010-10-15

Plan Statistics for ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN

401k plan membership statisitcs for ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN

Measure Date Value
2014: ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,420
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 320
Number of retired or separated participants receiving benefits 2014-01-01 432
Number of other retired or separated participants entitled to future benefits 2014-01-01 572
Total of all active and inactive participants 2014-01-01 1,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 80
Total participants 2014-01-01 1,404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,430
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 318
Number of retired or separated participants receiving benefits 2013-01-01 410
Number of other retired or separated participants entitled to future benefits 2013-01-01 617
Total of all active and inactive participants 2013-01-01 1,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 75
Total participants 2013-01-01 1,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,439
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 334
Number of retired or separated participants receiving benefits 2012-01-01 410
Number of other retired or separated participants entitled to future benefits 2012-01-01 617
Total of all active and inactive participants 2012-01-01 1,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 69
Total participants 2012-01-01 1,430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,469
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 355
Number of retired or separated participants receiving benefits 2011-01-01 359
Number of other retired or separated participants entitled to future benefits 2011-01-01 663
Total of all active and inactive participants 2011-01-01 1,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 62
Total participants 2011-01-01 1,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,555
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 439
Number of retired or separated participants receiving benefits 2009-01-01 338
Number of other retired or separated participants entitled to future benefits 2009-01-01 668
Total of all active and inactive participants 2009-01-01 1,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 67
Total participants 2009-01-01 1,512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,420
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	320
Number of retired or separated participants receiving benefits	2014-01-01	432
Number of other retired or separated participants entitled to future benefits	2014-01-01	572
Total of all active and inactive participants	2014-01-01	1,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	80
Total participants	2014-01-01	1,404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,430
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	318
Number of retired or separated participants receiving benefits	2013-01-01	410
Number of other retired or separated participants entitled to future benefits	2013-01-01	617
Total of all active and inactive participants	2013-01-01	1,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	75
Total participants	2013-01-01	1,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,439
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	334
Number of retired or separated participants receiving benefits	2012-01-01	410
Number of other retired or separated participants entitled to future benefits	2012-01-01	617
Total of all active and inactive participants	2012-01-01	1,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	69
Total participants	2012-01-01	1,430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,469
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	355
Number of retired or separated participants receiving benefits	2011-01-01	359
Number of other retired or separated participants entitled to future benefits	2011-01-01	663
Total of all active and inactive participants	2011-01-01	1,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	62
Total participants	2011-01-01	1,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,555
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	439
Number of retired or separated participants receiving benefits	2009-01-01	338
Number of other retired or separated participants entitled to future benefits	2009-01-01	668
Total of all active and inactive participants	2009-01-01	1,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	67
Total participants	2009-01-01	1,512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN

Measure	Date	Value
2014 : ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$8,338,354
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,839,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,394,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,957,151
Value of total assets at end of year	2014-12-31	$65,497,402
Value of total assets at beginning of year	2014-12-31	$59,998,916
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$445,000
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$689,127
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$881,636
Administrative expenses (other) incurred	2014-12-31	$445,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$5,498,486
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$65,497,402
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$59,998,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$57,012,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$56,906,114
Value of interest in pooled separate accounts at end of year	2014-12-31	$212,289
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$201,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$5,235,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,009,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,009,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$4,381,117
Net investment gain/loss from pooled separate accounts	2014-12-31	$86
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$3,957,151
Employer contributions (assets) at end of year	2014-12-31	$2,348,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,394,868
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KRAFTCPAS PLLC
Accountancy firm EIN	2014-12-31	620713250
2013 : ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$10,710,721
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,491,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,049,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,493,801
Value of total assets at end of year	2013-12-31	$59,998,916
Value of total assets at beginning of year	2013-12-31	$51,779,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$442,254
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$881,636
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,155,878
Administrative expenses (other) incurred	2013-12-31	$442,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$8,219,118
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$59,998,916
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$51,779,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$56,906,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$48,452,095
Value of interest in pooled separate accounts at end of year	2013-12-31	$201,828
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$242,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,009,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$423,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$423,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$8,216,900
Net investment gain/loss from pooled separate accounts	2013-12-31	$20
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,493,801
Employer contributions (assets) at beginning of year	2013-12-31	$1,506,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,049,349
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KRAFTCPAS PLLC
Accountancy firm EIN	2013-12-31	620713250
2012 : ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$9,227,321
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,263,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,895,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,431,157
Value of total assets at end of year	2012-12-31	$51,779,798
Value of total assets at beginning of year	2012-12-31	$44,815,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$367,696
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,155,878
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,326,384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$38,843
Administrative expenses (other) incurred	2012-12-31	$367,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$6,964,015
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$51,779,798
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$44,815,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$3,644,072
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$48,452,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$37,382,463
Value of interest in pooled separate accounts at end of year	2012-12-31	$242,412
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$265,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$423,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$83,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$83,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$5,796,083
Net investment gain/loss from pooled separate accounts	2012-12-31	$81
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$3,431,157
Employer contributions (assets) at end of year	2012-12-31	$1,506,198
Employer contributions (assets) at beginning of year	2012-12-31	$2,075,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,895,610
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KRAFTCPAS PLLC
Accountancy firm EIN	2012-12-31	620713250
2011 : ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,370,606
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,055,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,710,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,075,041
Value of total assets at end of year	2011-12-31	$44,815,783
Value of total assets at beginning of year	2011-12-31	$44,500,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$345,170
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,326,384
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$2,072,463
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$38,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$98,186
Administrative expenses (other) incurred	2011-12-31	$345,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$314,930
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$44,815,783
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$44,500,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at end of year	2011-12-31	$3,644,072
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$3,423,083
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$37,382,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$38,641,732
Value of interest in pooled separate accounts at end of year	2011-12-31	$265,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$83,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$265,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$265,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$295,501
Net investment gain/loss from pooled separate accounts	2011-12-31	$64
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,075,041
Employer contributions (assets) at end of year	2011-12-31	$2,075,041
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,710,506
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KRAFTCPAS PLLC
Accountancy firm EIN	2011-12-31	620713250
2010 : ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$41,156
Total income from all sources (including contributions)	2010-12-31	$4,944,299
Total loss/gain on sale of assets	2010-12-31	$554,718
Total of all expenses incurred	2010-12-31	$1,930,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,702,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$0
Value of total assets at end of year	2010-12-31	$44,500,853
Value of total assets at beginning of year	2010-12-31	$41,528,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$227,553
Total interest from all sources	2010-12-31	$9,407
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,715,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,715,679
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$2,072,463
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$5,847,039
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$98,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$41,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$41,156
Administrative expenses (other) incurred	2010-12-31	$227,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,013,791
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$44,500,853
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$41,487,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$3,423,083
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$38,641,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$33,107,612
Interest earned on other investments	2010-12-31	$9,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$265,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,664,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$0
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$2,532,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,702,955
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$4,975,312
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$4,420,594
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KRAFTCPAS PLLC
Accountancy firm EIN	2010-12-31	620713250
2009 : ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN

2014: ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROGERS GROUP, INC. & ITS AFFILIATES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROGERS GROUP, INC. & AFFILIATES
Employer identification number (EIN):	351418333
NAIC Classification:	212310
NAIC Description:	Stone Mining and Quarrying

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1992-05-18
Company Identification Number:	601384567
Legal Registered Office Address:	15300 NE 10TH AVE VANCOUVER United States of America (USA) 986851364