?>
Logo

THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameTHE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

T.H. ROGERS LUMBER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:T.H. ROGERS LUMBER COMPANY
Employer identification number (EIN):730427910
NAIC Classification:444190
NAIC Description:Other Building Material Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01WHITNEY HILL2023-09-07
0022021-01-01WHITNEY HILL2022-09-22
0022020-01-01WHITNEY HILL2021-09-29
0022019-01-01WHITNEY HILL2020-09-22
0022018-01-01
0022017-01-01WHITNEY HILL
0022016-01-01WILLIAM LINDLEY
0022015-01-01WILLIAM LINDLEY
0022014-01-01WILLIAM LINDLEY
0022013-01-01WILLIAM LINDLEY
0022012-01-01WILLIAM LINDLEY
0022011-01-01WILLIAM LINDLEY
0022009-01-01WILLIAM LINDLEY

Plan Statistics for THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01216
Total number of active participants reported on line 7a of the Form 55002022-01-01141
Number of retired or separated participants receiving benefits2022-01-0174
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01217
Number of participants with account balances2022-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01217
Total number of active participants reported on line 7a of the Form 55002021-01-01159
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01214
Number of participants with account balances2021-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01215
Total number of active participants reported on line 7a of the Form 55002020-01-01166
Number of retired or separated participants receiving benefits2020-01-0128
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01212
Number of participants with account balances2020-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01197
Total number of active participants reported on line 7a of the Form 55002019-01-01158
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01206
Number of participants with account balances2019-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01197
Total number of active participants reported on line 7a of the Form 55002018-01-01136
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01192
Number of participants with account balances2018-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01190
Total number of active participants reported on line 7a of the Form 55002017-01-01129
Number of retired or separated participants receiving benefits2017-01-0122
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01189
Number of participants with account balances2017-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01192
Total number of active participants reported on line 7a of the Form 55002016-01-01131
Number of retired or separated participants receiving benefits2016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01186
Number of participants with account balances2016-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01194
Total number of active participants reported on line 7a of the Form 55002015-01-01135
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01187
Number of participants with account balances2015-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01189
Total number of active participants reported on line 7a of the Form 55002014-01-01134
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01186
Number of participants with account balances2014-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01196
Total number of active participants reported on line 7a of the Form 55002013-01-01131
Number of retired or separated participants receiving benefits2013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01185
Number of participants with account balances2013-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01204
Total number of active participants reported on line 7a of the Form 55002012-01-01136
Number of retired or separated participants receiving benefits2012-01-0116
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01191
Number of participants with account balances2012-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01195
Total number of active participants reported on line 7a of the Form 55002011-01-01127
Number of retired or separated participants receiving benefits2011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01188
Number of participants with account balances2011-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2009: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01191
Total number of active participants reported on line 7a of the Form 55002009-01-01134
Number of retired or separated participants receiving benefits2009-01-0114
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01181
Number of participants with account balances2009-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$2,505,405
Total unrealized appreciation/depreciation of assets2022-12-31$2,505,405
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$4,872,789
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,111,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,111,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,337,183
Value of total assets at end of year2022-12-31$20,933,494
Value of total assets at beginning of year2022-12-31$17,172,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$233
Total interest from all sources2022-12-31$30,156
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$137
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$45
Administrative expenses (other) incurred2022-12-31$233
Total non interest bearing cash at end of year2022-12-31$1,733
Total non interest bearing cash at beginning of year2022-12-31$1,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$3,760,947
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,933,494
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,172,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,529,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,715,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,715,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$30,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$16,064,570
Assets. Invements in employer securities at beginning of year2022-12-31$13,196,591
Contributions received in cash from employer2022-12-31$2,337,183
Employer contributions (assets) at end of year2022-12-31$2,337,183
Employer contributions (assets) at beginning of year2022-12-31$2,258,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,111,609
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HSPG & ASSOCIATES, INC.
Accountancy firm EIN2022-12-31205861398
2021 : THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$4,207,716
Total unrealized appreciation/depreciation of assets2021-12-31$4,207,716
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,467,836
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$492,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$492,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,258,517
Value of total assets at end of year2021-12-31$17,172,547
Value of total assets at beginning of year2021-12-31$11,197,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13
Total interest from all sources2021-12-31$1,499
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$59
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$45
Administrative expenses (other) incurred2021-12-31$13
Total non interest bearing cash at end of year2021-12-31$1,966
Total non interest bearing cash at beginning of year2021-12-31$7,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,975,250
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,172,547
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,197,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,715,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$96,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$96,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$13,196,591
Assets. Invements in employer securities at beginning of year2021-12-31$8,988,876
Contributions received in cash from employer2021-12-31$2,258,517
Employer contributions (assets) at end of year2021-12-31$2,258,517
Employer contributions (assets) at beginning of year2021-12-31$2,104,660
Income. Dividends from common stock2021-12-31$59
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$492,573
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HSPG & ASSOCIATES, INC.
Accountancy firm EIN2021-12-31205861398
2020 : THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,406,875
Total unrealized appreciation/depreciation of assets2020-12-31$1,406,875
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,518,574
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$324,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$324,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,104,660
Value of total assets at end of year2020-12-31$11,197,297
Value of total assets at beginning of year2020-12-31$8,003,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9
Total interest from all sources2020-12-31$300
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$9
Total non interest bearing cash at end of year2020-12-31$7,147
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,194,014
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,197,297
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,003,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$96,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$8,988,876
Assets. Invements in employer securities at beginning of year2020-12-31$7,582,001
Contributions received in cash from employer2020-12-31$2,104,660
Employer contributions (assets) at end of year2020-12-31$2,104,660
Employer contributions (assets) at beginning of year2020-12-31$413,871
Income. Dividends from common stock2020-12-31$6,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$324,551
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HSPG & ASSOCIATES, INC.
Accountancy firm EIN2020-12-31205861398
2019 : THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-127,228
Total unrealized appreciation/depreciation of assets2019-12-31$-127,228
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$539,211
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$774,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$774,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$655,371
Value of total assets at end of year2019-12-31$8,003,283
Value of total assets at beginning of year2019-12-31$8,238,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1
Total interest from all sources2019-12-31$3,163
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$825,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-235,211
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,003,283
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,238,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$17,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$17,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$7,582,001
Assets. Invements in employer securities at beginning of year2019-12-31$7,709,229
Contributions received in cash from employer2019-12-31$655,371
Employer contributions (assets) at end of year2019-12-31$413,871
Employer contributions (assets) at beginning of year2019-12-31$511,819
Income. Dividends from common stock2019-12-31$7,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$774,421
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31HSPG & ASSOCIATES, INC.
Accountancy firm EIN2019-12-31205861398
2018 : THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-221,264
Total unrealized appreciation/depreciation of assets2018-12-31$-221,264
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$502,854
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$818,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$818,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$709,665
Value of total assets at end of year2018-12-31$8,238,494
Value of total assets at beginning of year2018-12-31$8,554,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51
Total interest from all sources2018-12-31$3,145
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$860,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$51
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-316,076
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,238,494
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,554,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$17,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$156,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$156,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$7,709,229
Assets. Invements in employer securities at beginning of year2018-12-31$7,732,647
Contributions received in cash from employer2018-12-31$709,665
Employer contributions (assets) at end of year2018-12-31$511,819
Employer contributions (assets) at beginning of year2018-12-31$665,094
Income. Dividends from common stock2018-12-31$11,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$818,879
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31HSPG & ASSOCIATES, P.C.
Accountancy firm EIN2018-12-31205861398
2017 : THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$717,351
Total unrealized appreciation/depreciation of assets2017-12-31$717,351
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,631,920
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$505,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$505,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$899,214
Value of total assets at end of year2017-12-31$8,554,570
Value of total assets at beginning of year2017-12-31$7,428,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$1,773
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$13,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$860,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,126,099
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,554,570
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,428,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$156,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$159,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$159,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$7,732,647
Assets. Invements in employer securities at beginning of year2017-12-31$6,781,176
Contributions received in cash from employer2017-12-31$899,214
Employer contributions (assets) at end of year2017-12-31$665,094
Employer contributions (assets) at beginning of year2017-12-31$488,094
Income. Dividends from common stock2017-12-31$13,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$505,821
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31HSPG & ASSOCIATES, P.C.
Accountancy firm EIN2017-12-31205861398
2016 : THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$319,768
Total unrealized appreciation/depreciation of assets2016-12-31$319,768
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$285
Total income from all sources (including contributions)2016-12-31$814,970
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$500,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$500,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$488,094
Value of total assets at end of year2016-12-31$7,428,471
Value of total assets at beginning of year2016-12-31$7,113,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$108
Total interest from all sources2016-12-31$1,097
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$715,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$108
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$314,767
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,428,471
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,113,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$159,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$8,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$8,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$6,781,176
Assets. Invements in employer securities at beginning of year2016-12-31$6,461,408
Contributions received in cash from employer2016-12-31$488,094
Employer contributions (assets) at end of year2016-12-31$488,094
Employer contributions (assets) at beginning of year2016-12-31$644,182
Income. Dividends from common stock2016-12-31$6,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$500,095
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HSPG & ASSOCIATES, P.C.
Accountancy firm EIN2016-12-31205861398
2015 : THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$196,380
Total unrealized appreciation/depreciation of assets2015-12-31$196,380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$285
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,040,740
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$695,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$695,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$834,183
Value of total assets at end of year2015-12-31$7,113,989
Value of total assets at beginning of year2015-12-31$6,768,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$414
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$680,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Liabilities. Value of operating payables at end of year2015-12-31$285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$345,610
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,113,704
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,768,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$8,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$105,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$105,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$6,461,408
Assets. Invements in employer securities at beginning of year2015-12-31$6,265,028
Contributions received in cash from employer2015-12-31$834,183
Employer contributions (assets) at end of year2015-12-31$644,182
Employer contributions (assets) at beginning of year2015-12-31$397,714
Income. Dividends from common stock2015-12-31$9,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$695,130
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31HSPG & ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31205861398
2014 : THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$450,108
Total unrealized appreciation/depreciation of assets2014-12-31$450,108
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$853,616
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$466,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$466,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$397,714
Value of total assets at end of year2014-12-31$6,768,094
Value of total assets at beginning of year2014-12-31$6,381,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$50
Total interest from all sources2014-12-31$655
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$640,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$386,984
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,768,094
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,381,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$105,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$274,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$274,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$6,265,028
Assets. Invements in employer securities at beginning of year2014-12-31$5,814,920
Contributions received in cash from employer2014-12-31$397,714
Employer contributions (assets) at end of year2014-12-31$397,714
Employer contributions (assets) at beginning of year2014-12-31$291,829
Income. Dividends from common stock2014-12-31$5,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$466,582
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31HSPG & ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31205861398
2013 : THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$272,846
Total unrealized appreciation/depreciation of assets2013-12-31$272,846
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$565,637
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$574,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$574,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$291,829
Value of total assets at end of year2013-12-31$6,381,110
Value of total assets at beginning of year2013-12-31$6,389,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$873
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$39
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$640,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$237,210
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-8,581
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,381,110
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,389,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$274,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$164,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$164,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$5,814,920
Assets. Invements in employer securities at beginning of year2013-12-31$5,779,284
Contributions received in cash from employer2013-12-31$291,829
Employer contributions (assets) at end of year2013-12-31$291,829
Employer contributions (assets) at beginning of year2013-12-31$445,901
Income. Dividends from common stock2013-12-31$39
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$574,218
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HSPG & ASSOCIATES, P.C.
Accountancy firm EIN2013-12-31205861398
2012 : THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$598,044
Total unrealized appreciation/depreciation of assets2012-12-31$598,044
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$1,044,902
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$509,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$509,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$445,901
Value of total assets at end of year2012-12-31$6,389,691
Value of total assets at beginning of year2012-12-31$5,854,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$211
Total interest from all sources2012-12-31$759
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$640,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$294,818
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$535,449
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,389,691
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,854,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$164,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$135,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$135,779
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$5,779,284
Assets. Invements in employer securities at beginning of year2012-12-31$5,476,057
Contributions received in cash from employer2012-12-31$445,901
Employer contributions (assets) at end of year2012-12-31$445,901
Employer contributions (assets) at beginning of year2012-12-31$242,406
Income. Dividends from common stock2012-12-31$198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$509,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HSPG & ASSOCIATES, P.C.
Accountancy firm EIN2012-12-31205861398
2011 : THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-453,943
Total unrealized appreciation/depreciation of assets2011-12-31$-453,943
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$0
Total income from all sources (including contributions)2011-12-31$-209,957
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$515,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$505,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$242,406
Value of total assets at end of year2011-12-31$5,854,242
Value of total assets at beginning of year2011-12-31$6,579,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,794
Total interest from all sources2011-12-31$1,580
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$600,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$179,181
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-725,090
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,854,242
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,579,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$135,779
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$220,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$220,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$5,476,057
Assets. Invements in employer securities at beginning of year2011-12-31$6,109,182
Contributions received in cash from employer2011-12-31$242,406
Employer contributions (assets) at end of year2011-12-31$242,406
Employer contributions (assets) at beginning of year2011-12-31$249,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$505,339
Contract administrator fees2011-12-31$9,794
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HSPG & ASSOCIATES, P.C.
Accountancy firm EIN2011-12-31205861398
2010 : THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-264,416
Total unrealized appreciation/depreciation of assets2010-12-31$-264,416
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$0
Total income from all sources (including contributions)2010-12-31$-11,725
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$432,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$422,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$249,670
Value of total assets at end of year2010-12-31$6,579,332
Value of total assets at beginning of year2010-12-31$7,023,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,787
Total interest from all sources2010-12-31$3,021
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$660,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$58
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-444,159
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,579,332
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,023,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$220,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$149,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$149,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$6,109,182
Assets. Invements in employer securities at beginning of year2010-12-31$6,373,598
Contributions received in cash from employer2010-12-31$249,670
Employer contributions (assets) at end of year2010-12-31$249,670
Employer contributions (assets) at beginning of year2010-12-31$500,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$422,647
Contract administrator fees2010-12-31$9,729
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31RHAME AND COMPANY, P.C.
Accountancy firm EIN2010-12-31731139576
2009 : THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

2022: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3