401k Plan data: S MICHAEL RODGERS PS PENSION TRUST plan

S MICHAEL RODGERS PS PENSION TRUST 401k Plan overview

Plan Name	S MICHAEL RODGERS PS PENSION TRUST
Plan identification number	004

S MICHAEL RODGERS PS PENSION TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Profit-sharing Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

S MICHAEL RODGERS PS has sponsored the creation of one or more 401k plans.

Company Name: S MICHAEL RODGERS PS

Employer identification number (EIN): 911006722

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S MICHAEL RODGERS PS PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2019-01-01
004 2018-01-01
004 2017-01-01 S MICHAEL RODGERS
004 2016-01-01 S MICHAEL RODGERS
004 2015-01-01 S MICHAEL RODGERS
004 2014-01-01 S MICHAEL RODGERS S MICHAEL RODGERS 2015-10-15
004 2012-01-01 S. MICHAEL RODGERS
004 2011-01-01 S. MICHAEL RODGERS
004 2009-01-01 S MICHAEL RODGERS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2019-01-01
004	2018-01-01
004	2017-01-01	S MICHAEL RODGERS
004	2016-01-01	S MICHAEL RODGERS
004	2015-01-01	S MICHAEL RODGERS
004	2014-01-01	S MICHAEL RODGERS	S MICHAEL RODGERS	2015-10-15
004	2012-01-01	S. MICHAEL RODGERS
004	2011-01-01	S. MICHAEL RODGERS
004	2009-01-01	S MICHAEL RODGERS

Plan Statistics for S MICHAEL RODGERS PS PENSION TRUST

401k plan membership statisitcs for S MICHAEL RODGERS PS PENSION TRUST

Measure Date Value
2019: S MICHAEL RODGERS PS PENSION TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 1
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
2018: S MICHAEL RODGERS PS PENSION TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 1
Total participants 2018-01-01 1
2017: S MICHAEL RODGERS PS PENSION TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 1
Total participants 2017-01-01 1
2016: S MICHAEL RODGERS PS PENSION TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 1
Total participants 2016-01-01 1
2015: S MICHAEL RODGERS PS PENSION TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 1
2014: S MICHAEL RODGERS PS PENSION TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
2012: S MICHAEL RODGERS PS PENSION TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
2011: S MICHAEL RODGERS PS PENSION TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total of all active and inactive participants 2011-01-01 0
Total participants 2011-01-01 0
2009: S MICHAEL RODGERS PS PENSION TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 0

Measure	Date	Value
2019: S MICHAEL RODGERS PS PENSION TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	1
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
2018: S MICHAEL RODGERS PS PENSION TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	1
Total participants	2018-01-01	1
2017: S MICHAEL RODGERS PS PENSION TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	1
Total participants	2017-01-01	1
2016: S MICHAEL RODGERS PS PENSION TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	1
Total participants	2016-01-01	1
2015: S MICHAEL RODGERS PS PENSION TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	1
2014: S MICHAEL RODGERS PS PENSION TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
2012: S MICHAEL RODGERS PS PENSION TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
2011: S MICHAEL RODGERS PS PENSION TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total of all active and inactive participants	2011-01-01	0
Total participants	2011-01-01	0
2009: S MICHAEL RODGERS PS PENSION TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	0

Financial Data on S MICHAEL RODGERS PS PENSION TRUST

Measure	Date	Value
2019 : S MICHAEL RODGERS PS PENSION TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$37,340
Expenses. Total of all expenses incurred	2019-12-31	$173,949
Benefits paid (including direct rollovers)	2019-12-31	$168,970
Total plan assets at end of year	2019-12-31	$3,042,136
Total plan assets at beginning of year	2019-12-31	$3,178,745
Assets. Value of loans (other than to participants)	2019-12-31	$412,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$4,979
Other income received	2019-12-31	$37,340
Net income (gross income less expenses)	2019-12-31	$-136,609
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,042,136
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,178,745
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$179,226
Assets. Value of real-estate (other than employer real property)	2019-12-31	$724,792
2018 : S MICHAEL RODGERS PS PENSION TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$670,693
Expenses. Total of all expenses incurred	2018-12-31	$90,038
Benefits paid (including direct rollovers)	2018-12-31	$84,924
Total plan assets at end of year	2018-12-31	$3,227,332
Total plan assets at beginning of year	2018-12-31	$2,646,677
Assets. Value of loans (other than to participants)	2018-12-31	$312,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$5,114
Other income received	2018-12-31	$670,693
Net income (gross income less expenses)	2018-12-31	$580,655
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,227,332
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,646,677
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$1,193,137
Assets. Value of real-estate (other than employer real property)	2018-12-31	$543,447
2017 : S MICHAEL RODGERS PS PENSION TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$547,123
Expenses. Total of all expenses incurred	2017-12-31	$3,370
Total plan assets at end of year	2017-12-31	$2,646,676
Total plan assets at beginning of year	2017-12-31	$2,102,923
Assets. Value of loans (other than to participants)	2017-12-31	$260,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$3,370
Other income received	2017-12-31	$547,123
Net income (gross income less expenses)	2017-12-31	$543,753
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,646,676
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,102,923
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$663,643
Assets. Value of real-estate (other than employer real property)	2017-12-31	$1,256,821
2016 : S MICHAEL RODGERS PS PENSION TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$92,163
Expenses. Total of all expenses incurred	2016-12-31	$101,632
Benefits paid (including direct rollovers)	2016-12-31	$85,522
Total plan assets at end of year	2016-12-31	$2,102,923
Total plan assets at beginning of year	2016-12-31	$2,112,392
Assets. Value of loans (other than to participants)	2016-12-31	$416,019
Expenses. Other expenses not covered elsewhere	2016-12-31	$16,110
Other income received	2016-12-31	$92,163
Net income (gross income less expenses)	2016-12-31	$-9,469
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,102,923
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,112,392
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$1,237,027
2015 : S MICHAEL RODGERS PS PENSION TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$196,977
Expenses. Total of all expenses incurred	2015-12-31	$112,018
Benefits paid (including direct rollovers)	2015-12-31	$93,000
Total plan assets at end of year	2015-12-31	$2,112,392
Total plan assets at beginning of year	2015-12-31	$2,027,433
Expenses. Other expenses not covered elsewhere	2015-12-31	$19,018
Other income received	2015-12-31	$196,977
Net income (gross income less expenses)	2015-12-31	$84,959
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,112,392
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,027,433
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$507,954
Assets. Value of real-estate (other than employer real property)	2015-12-31	$655,507
2014 : S MICHAEL RODGERS PS PENSION TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$89,623
Expenses. Total of all expenses incurred	2014-12-31	$565,482
Total plan assets at end of year	2014-12-31	$2,027,433
Total plan assets at beginning of year	2014-12-31	$2,503,292
Expenses. Other expenses not covered elsewhere	2014-12-31	$565,482
Other income received	2014-12-31	$89,623
Net income (gross income less expenses)	2014-12-31	$-475,859
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,027,433
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,503,292
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2014-12-31	$532,000
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$1,005,571
Assets. Value of real-estate (other than employer real property)	2014-12-31	$589,891
2012 : S MICHAEL RODGERS PS PENSION TRUST 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$189,107
Expenses. Total of all expenses incurred	2012-12-31	$11,823
Total plan assets at end of year	2012-12-31	$2,465,519
Total plan assets at beginning of year	2012-12-31	$2,288,235
Expenses. Other expenses not covered elsewhere	2012-12-31	$11,823
Other income received	2012-12-31	$189,107
Net income (gross income less expenses)	2012-12-31	$177,284
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,465,519
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,288,235
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$589,891
Assets. Value of real-estate (other than employer real property)	2012-12-31	$742,519
2011 : S MICHAEL RODGERS PS PENSION TRUST 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$110,882
Total plan assets at end of year	2011-12-31	$2,288,235
Total plan assets at beginning of year	2011-12-31	$2,177,638
Other income received	2011-12-31	$110,882
Net income (gross income less expenses)	2011-12-31	$110,882
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,288,235
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,177,638
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$800,906
2010 : S MICHAEL RODGERS PS PENSION TRUST 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$22,777
Total plan assets at end of year	2010-12-31	$2,177,638
Total plan assets at beginning of year	2010-12-31	$2,154,861
Value of fidelity bond covering the plan	2010-12-31	$225,000
Assets. Value of loans (other than to participants)	2010-12-31	$381,184
Other income received	2010-12-31	$22,777
Net income (gross income less expenses)	2010-12-31	$22,777
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,177,638
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,154,861
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$557,775

Form 5500 Responses for S MICHAEL RODGERS PS PENSION TRUST

2019: S MICHAEL RODGERS PS PENSION TRUST 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: S MICHAEL RODGERS PS PENSION TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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
2017: S MICHAEL RODGERS PS PENSION TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: S MICHAEL RODGERS PS PENSION TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: S MICHAEL RODGERS PS PENSION TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: S MICHAEL RODGERS PS PENSION TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2012: S MICHAEL RODGERS PS PENSION TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: S MICHAEL RODGERS PS PENSION TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: S MICHAEL RODGERS PS PENSION TRUST 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:	S MICHAEL RODGERS PS
Employer identification number (EIN):	911006722
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers