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BRETT ROGERS ESQUIRE 401(K) PLAN 401k Plan overview

Plan NameBRETT ROGERS ESQUIRE 401(K) PLAN
Plan identification number 001

BRETT ROGERS ESQUIRE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

THE LAW OFFICES OF BRETT P. ROGERS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICES OF BRETT P. ROGERS, P.A.
Employer identification number (EIN):650481447
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about THE LAW OFFICES OF BRETT P. ROGERS, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1994-03-30
Company Identification Number: P94000025365
Legal Registered Office Address: 700 S ANDREWS AVE.

FORT LAUDERDALE

33316

More information about THE LAW OFFICES OF BRETT P. ROGERS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRETT ROGERS ESQUIRE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRETT ROGERS2024-07-02
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01

Plan Statistics for BRETT ROGERS ESQUIRE 401(K) PLAN

401k plan membership statisitcs for BRETT ROGERS ESQUIRE 401(K) PLAN

Measure Date Value
2025: BRETT ROGERS ESQUIRE 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-02-132
Total number of particpants at end of year2025-02-132
Number of Participants With Account Balances2025-02-132
2024: BRETT ROGERS ESQUIRE 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-022
Total number of particpants at end of year2024-07-022
Number of Participants With Account Balances2024-07-022
2022: BRETT ROGERS ESQUIRE 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-263
Total number of particpants at end of year2022-07-262
Number of Participants With Account Balances2022-07-262

Financial Data on BRETT ROGERS ESQUIRE 401(K) PLAN

Measure Date Value
2025 : BRETT ROGERS ESQUIRE 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-130
Total liabilities as of the end of the plan year2025-02-130
Total liabilities as of the beginning of the plan year2025-02-130
Total expenses incurred by plan in this plan year2025-02-132089
Net assets as of the end of the plan year2025-02-13528216
Total assets as of the beginning of the plan year2025-02-13447360
Value of plan covered by a fidelity bond2025-02-13385000
Participant contributions to plan in this plan year2025-02-1326300
Other expenses paid from plan in this plan year2025-02-130
Other contributions to plan in this plan year2025-02-130
Other income to plan in this plan year2025-02-1346601
Plan net income in this plan year2025-02-1380856
Net assets as of the end of the plan year2025-02-13528216
Net assets as of the beginning of the plan year2025-02-13447360
Employer contributions to plan in this plan year2025-02-1310044
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-132089
2024 : BRETT ROGERS ESQUIRE 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-020
Total liabilities as of the end of the plan year2024-07-020
Total liabilities as of the beginning of the plan year2024-07-020
Total expenses incurred by plan in this plan year2024-07-021445
Net assets as of the end of the plan year2024-07-02447360
Total assets as of the beginning of the plan year2024-07-02317255
Value of plan covered by a fidelity bond2024-07-02385000
Participant contributions to plan in this plan year2024-07-0233090
Other expenses paid from plan in this plan year2024-07-020
Other contributions to plan in this plan year2024-07-020
Other income to plan in this plan year2024-07-0246720
Plan net income in this plan year2024-07-02130105
Net assets as of the end of the plan year2024-07-02447360
Net assets as of the beginning of the plan year2024-07-02317255
Employer contributions to plan in this plan year2024-07-0251740
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-021445
2022 : BRETT ROGERS ESQUIRE 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2640
Net assets as of the end of the plan year2022-07-26283083
Total assets as of the beginning of the plan year2022-07-26183638
Participant contributions to plan in this plan year2022-07-2629337
Other expenses paid from plan in this plan year2022-07-2640
Other income to plan in this plan year2022-07-2623824
Plan net income in this plan year2022-07-2699445
Net assets as of the end of the plan year2022-07-26283083
Net assets as of the beginning of the plan year2022-07-26183638
Value of contributions failed to transmitted timely2022-07-2622855
Employer contributions to plan in this plan year2022-07-2646324

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