401k Plan data: R. W. ROGE & COMPANY, INC. 401(K) PLAN plan

R. W. ROGE & COMPANY, INC. 401(K) PLAN 401k Plan overview

Plan Name	R. W. ROGE & COMPANY, INC. 401(K) PLAN
Plan identification number	002

R. W. ROGE & COMPANY, INC. 401(K) 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01 RONALD ROGE 2022-03-29 RONALD ROGE 2022-03-29
002 2020-01-01 RONALD ROGE 2021-06-29 RONALD ROGE 2021-06-29
002 2019-01-01 RONALD ROGE 2020-04-27 RONALD ROGE 2020-04-27
002 2018-01-01 RONALD ROGE 2019-08-02 RONALD ROGE 2019-08-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01	RONALD ROGE	2022-03-29	RONALD ROGE	2022-03-29
002	2020-01-01	RONALD ROGE	2021-06-29	RONALD ROGE	2021-06-29
002	2019-01-01	RONALD ROGE	2020-04-27	RONALD ROGE	2020-04-27
002	2018-01-01	RONALD ROGE	2019-08-02	RONALD ROGE	2019-08-02

Plan Statistics for R. W. ROGE & COMPANY, INC. 401(K) PLAN

401k plan membership statisitcs for R. W. ROGE & COMPANY, INC. 401(K) PLAN

Measure Date Value
2021: R. W. ROGE & COMPANY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 9
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: R. W. ROGE & COMPANY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 9
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: R. W. ROGE & COMPANY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: R. W. ROGE & COMPANY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2021: R. W. ROGE & COMPANY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	9
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: R. W. ROGE & COMPANY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	9
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: R. W. ROGE & COMPANY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: R. W. ROGE & COMPANY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on R. W. ROGE & COMPANY, INC. 401(K) PLAN

Measure	Date	Value
2021 : R. W. ROGE & COMPANY, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$48,062
Expenses. Total of all expenses incurred	2021-12-31	$57
Total plan assets at end of year	2021-12-31	$128,960
Total plan assets at beginning of year	2021-12-31	$80,955
Value of fidelity bond covering the plan	2021-12-31	$25,000
Total contributions received or receivable from participants	2021-12-31	$28,480
Expenses. Other expenses not covered elsewhere	2021-12-31	$57
Contributions received from other sources (not participants or employers)	2021-12-31	$1,384
Other income received	2021-12-31	$18,198
Net income (gross income less expenses)	2021-12-31	$48,005
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$128,960
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$80,955
2020 : R. W. ROGE & COMPANY, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$42,288
Expenses. Total of all expenses incurred	2020-12-31	$35
Total plan assets at end of year	2020-12-31	$80,955
Total plan assets at beginning of year	2020-12-31	$38,702
Value of fidelity bond covering the plan	2020-12-31	$25,000
Total contributions received or receivable from participants	2020-12-31	$31,750
Expenses. Other expenses not covered elsewhere	2020-12-31	$35
Other income received	2020-12-31	$10,538
Net income (gross income less expenses)	2020-12-31	$42,253
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$80,955
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$38,702
2019 : R. W. ROGE & COMPANY, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$32,218
Expenses. Total of all expenses incurred	2019-12-31	$20
Total plan assets at end of year	2019-12-31	$38,702
Total plan assets at beginning of year	2019-12-31	$6,504
Value of fidelity bond covering the plan	2019-12-31	$25,000
Total contributions received or receivable from participants	2019-12-31	$28,300
Expenses. Other expenses not covered elsewhere	2019-12-31	$20
Other income received	2019-12-31	$3,918
Net income (gross income less expenses)	2019-12-31	$32,198
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$38,702
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,504
Total contributions received or receivable from employer(s)	2019-12-31	$0
2018 : R. W. ROGE & COMPANY, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$6,505
Expenses. Total of all expenses incurred	2018-12-31	$1
Total plan assets at end of year	2018-12-31	$6,504
Total plan assets at beginning of year	2018-12-31	$0
Value of fidelity bond covering the plan	2018-12-31	$25,000
Total contributions received or receivable from participants	2018-12-31	$6,967
Expenses. Other expenses not covered elsewhere	2018-12-31	$1
Other income received	2018-12-31	$-462
Net income (gross income less expenses)	2018-12-31	$6,504
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,504
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$0

Form 5500 Responses for R. W. ROGE & COMPANY, INC. 401(K) PLAN

2021: R. W. ROGE & COMPANY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: R. W. ROGE & COMPANY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: R. W. ROGE & COMPANY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: R. W. ROGE & COMPANY, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	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