401k Plan data: THE FRED ROGERS COMPANY 401(K) PLAN plan

THE FRED ROGERS COMPANY 401(K) PLAN 401k Plan overview

Plan Name	THE FRED ROGERS COMPANY 401(K) PLAN
Plan identification number	002

THE FRED ROGERS COMPANY 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

THE FRED ROGERS COMPANY has sponsored the creation of one or more 401k plans.

Company Name: THE FRED ROGERS COMPANY

Employer identification number (EIN): 251215087

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FRED ROGERS COMPANY 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
002 2020-01-01 CHRIS ARNOLD 2021-10-15
002 2019-01-01 CHRIS ARNOLD 2020-10-12 LISA MOSS 2020-09-30
002 2018-07-01 KEVIN MORRISON 2019-07-10 LISA A. MOSS 2019-06-13
002 2017-07-01 KEVIN MORRISON 2019-04-12 LISA A. MOSS 2019-04-12
002 2016-07-01 KEVIN MORRISON 2018-01-09 LISA A. MOSS 2018-01-09
002 2015-07-01 KEVIN MORRISON 2017-04-03 LISA A. MOSS 2017-03-27
002 2014-07-01 KEVIN MORRISON 2015-12-17 WILLIAM ISLER 2016-01-12
002 2013-07-01 KEVIN MORRISON 2015-01-09 WILLIAM ISLER 2015-01-02
002 2012-07-01 KEVIN MORRISON 2013-10-14 WILLIAM ISLER 2013-10-14
002 2011-07-01 KEVIN MORRISON 2013-04-08 WILLIAM ISLER 2013-04-01
002 2010-07-01 KEVIN MORRISON 2012-04-13 WILLIAM ISLER 2012-04-11

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
002	2020-01-01	CHRIS ARNOLD	2021-10-15
002	2019-01-01	CHRIS ARNOLD	2020-10-12	LISA MOSS	2020-09-30
002	2018-07-01	KEVIN MORRISON	2019-07-10	LISA A. MOSS	2019-06-13
002	2017-07-01	KEVIN MORRISON	2019-04-12	LISA A. MOSS	2019-04-12
002	2016-07-01	KEVIN MORRISON	2018-01-09	LISA A. MOSS	2018-01-09
002	2015-07-01	KEVIN MORRISON	2017-04-03	LISA A. MOSS	2017-03-27
002	2014-07-01	KEVIN MORRISON	2015-12-17	WILLIAM ISLER	2016-01-12
002	2013-07-01	KEVIN MORRISON	2015-01-09	WILLIAM ISLER	2015-01-02
002	2012-07-01	KEVIN MORRISON	2013-10-14	WILLIAM ISLER	2013-10-14
002	2011-07-01	KEVIN MORRISON	2013-04-08	WILLIAM ISLER	2013-04-01
002	2010-07-01	KEVIN MORRISON	2012-04-13	WILLIAM ISLER	2012-04-11

Plan Statistics for THE FRED ROGERS COMPANY 401(K) PLAN

401k plan membership statisitcs for THE FRED ROGERS COMPANY 401(K) PLAN

Measure Date Value
2023: THE FRED ROGERS COMPANY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 35
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 5
Total of all active and inactive participants 2023-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 40
Number of participants with account balances 2023-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: THE FRED ROGERS COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 35
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 40
Number of participants with account balances 2022-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: THE FRED ROGERS COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 28
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 34
Number of participants with account balances 2021-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2

Measure	Date	Value
2023: THE FRED ROGERS COMPANY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	35
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	5
Total of all active and inactive participants	2023-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	40
Number of participants with account balances	2023-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: THE FRED ROGERS COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	35
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	40
Number of participants with account balances	2022-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: THE FRED ROGERS COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	28
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	34
Number of participants with account balances	2021-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2

Financial Data on THE FRED ROGERS COMPANY 401(K) PLAN

Measure	Date	Value
2023 : THE FRED ROGERS COMPANY 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,464,587
Expenses. Total of all expenses incurred	2023-12-31	$66,013
Benefits paid (including direct rollovers)	2023-12-31	$60,341
Total plan assets at end of year	2023-12-31	$4,845,645
Total plan assets at beginning of year	2023-12-31	$3,447,071
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$347,968
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$57,598
Other income received	2023-12-31	$640,511
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,398,574
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,845,645
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,447,071
Assets. Value of participant loans	2023-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$418,510
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$5,672
2022 : THE FRED ROGERS COMPANY 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$83,141
Expenses. Total of all expenses incurred	2022-12-31	$62,280
Benefits paid (including direct rollovers)	2022-12-31	$60,101
Total plan assets at end of year	2022-12-31	$3,447,071
Total plan assets at beginning of year	2022-12-31	$3,426,210
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$267,055
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$36,052
Other income received	2022-12-31	$-563,640
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$20,861
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,447,071
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,426,210
Assets. Value of participant loans	2022-12-31	$5,349
Total contributions received or receivable from employer(s)	2022-12-31	$343,674
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$2,179
2021 : THE FRED ROGERS COMPANY 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,271,529
Expenses. Total of all expenses incurred	2021-12-31	$4,380,554
Benefits paid (including direct rollovers)	2021-12-31	$4,363,963
Total plan assets at end of year	2021-12-31	$3,426,210
Total plan assets at beginning of year	2021-12-31	$6,535,235
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$286,838
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$56,325
Other income received	2021-12-31	$592,615
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-3,109,025
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,426,210
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,535,235
Total contributions received or receivable from employer(s)	2021-12-31	$335,751
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$16,591

Form 5500 Responses for THE FRED ROGERS COMPANY 401(K) PLAN

2023: THE FRED ROGERS COMPANY 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE FRED ROGERS COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE FRED ROGERS COMPANY 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

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Company Name:	THE FRED ROGERS COMPANY
Employer identification number (EIN):	251215087
NAIC Classification:	611000