401k Plan data: R. W. ROGE & COMPANY, INC. PROFIT SHARING PLAN plan

R. W. ROGE & COMPANY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	R. W. ROGE & COMPANY, INC. PROFIT SHARING PLAN
Plan identification number	001

R. W. ROGE & COMPANY, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

R. W. ROGE & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: R. W. ROGE & COMPANY, INC.

Employer identification number (EIN): 112814579

NAIC Classification: 523900

Additional information about R. W. ROGE & COMPANY, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1986-07-28

Company Identification Number: 1100589

Legal Registered Office Address: 1 Corporate Drive
STE 101
BOHEMIA
United States of America (USA)
11716

More information about R. W. ROGE & COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R. W. ROGE & COMPANY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 RONALD W. ROGE RONALD W. ROGE 2012-10-09
001 2009-01-01 RONALD W. ROGE RONALD W. ROGE 2010-08-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	RONALD W. ROGE		RONALD W. ROGE	2012-10-09
001	2009-01-01	RONALD W. ROGE		RONALD W. ROGE	2010-08-25

Plan Statistics for R. W. ROGE & COMPANY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for R. W. ROGE & COMPANY, INC. PROFIT SHARING PLAN

Measure Date Value
2011: R. W. ROGE & COMPANY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: R. W. ROGE & COMPANY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: R. W. ROGE & COMPANY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: R. W. ROGE & COMPANY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on R. W. ROGE & COMPANY, INC. PROFIT SHARING PLAN

Measure	Date	Value
2011 : R. W. ROGE & COMPANY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$9,130
Expenses. Total of all expenses incurred	2011-12-31	$749,278
Benefits paid (including direct rollovers)	2011-12-31	$748,798
Total plan assets at end of year	2011-12-31	$0
Total plan assets at beginning of year	2011-12-31	$740,148
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$480
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$9,130
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-740,148
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$740,148
Total contributions received or receivable from employer(s)	2011-12-31	$0
2010 : R. W. ROGE & COMPANY, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$101,884
Expenses. Total of all expenses incurred	2010-12-31	$997
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$740,148
Total plan assets at beginning of year	2010-12-31	$639,261
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$8,550
Expenses. Other expenses not covered elsewhere	2010-12-31	$997
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$85,804
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$100,887
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$740,148
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$639,261
Total contributions received or receivable from employer(s)	2010-12-31	$7,530
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for R. W. ROGE & COMPANY, INC. PROFIT SHARING PLAN

2011: R. W. ROGE & COMPANY, INC. PROFIT SHARING 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	Yes
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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: R. W. ROGE & COMPANY, INC. PROFIT SHARING 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	R. W. ROGE & COMPANY, INC.
Employer identification number (EIN):	112814579
NAIC Classification:	523900

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1986-07-28
Company Identification Number:	1100589
Legal Registered Office Address:	1 Corporate Drive STE 101 BOHEMIA United States of America (USA) 11716