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JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN
Plan identification number 001

JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

JOHN A. ROGERS, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JOHN A. ROGERS, D.M.D., P.C.
Employer identification number (EIN):930864749
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about JOHN A. ROGERS, D.M.D., P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1984-06-14
Company Identification Number: 20088514
Legal Registered Office Address: 3235 CENTURY WAY

MEDFORD
United States of America (USA)
97504

More information about JOHN A. ROGERS, D.M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JOHN A. ROGERS, D.M.D.
0012013-01-01JOHN A. ROGERS, D.M.D.
0012012-01-01JOHN A. ROGERS, D.M.D.
0012011-01-01JOHN A. ROGERS, D.M.D.
0012010-01-01JOHN A. ROGERS, D.M.D.
0012009-01-01JOHN A. ROGERS, D.M.D.

Plan Statistics for JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2016: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2016 : JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$978
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$690,998
Total plan assets at beginning of year2016-12-31$690,020
Value of fidelity bond covering the plan2016-12-31$290,000
Other income received2016-12-31$978
Net income (gross income less expenses)2016-12-31$978
Net plan assets at end of year (total assets less liabilities)2016-12-31$690,998
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$690,020
Assets. Value of real-estate (other than employer real property)2016-12-31$0
2015 : JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$91,303
Expenses. Total of all expenses incurred2015-12-31$55,909
Benefits paid (including direct rollovers)2015-12-31$55,909
Total plan assets at end of year2015-12-31$690,020
Total plan assets at beginning of year2015-12-31$654,626
Value of fidelity bond covering the plan2015-12-31$290,000
Assets. Value of loans (other than to participants)2015-12-31$0
Other income received2015-12-31$91,303
Net income (gross income less expenses)2015-12-31$35,394
Net plan assets at end of year (total assets less liabilities)2015-12-31$690,020
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$654,626
Assets. Value of real-estate (other than employer real property)2015-12-31$312,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$29,620
Expenses. Total of all expenses incurred2014-12-31$1
Total plan assets at end of year2014-12-31$654,626
Total plan assets at beginning of year2014-12-31$625,007
Value of fidelity bond covering the plan2014-12-31$290,000
Assets. Value of loans (other than to participants)2014-12-31$225,000
Other income received2014-12-31$29,620
Net income (gross income less expenses)2014-12-31$29,619
Net plan assets at end of year (total assets less liabilities)2014-12-31$654,626
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$625,007
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1
2013 : JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$55,331
Expenses. Total of all expenses incurred2013-12-31$43,482
Total plan assets at end of year2013-12-31$625,007
Total plan assets at beginning of year2013-12-31$613,158
Value of fidelity bond covering the plan2013-12-31$290,000
Assets. Value of loans (other than to participants)2013-12-31$225,000
Expenses. Other expenses not covered elsewhere2013-12-31$43,287
Contributions received from other sources (not participants or employers)2013-12-31$40,793
Other income received2013-12-31$2,538
Net income (gross income less expenses)2013-12-31$11,849
Net plan assets at end of year (total assets less liabilities)2013-12-31$625,007
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$613,158
Total contributions received or receivable from employer(s)2013-12-31$12,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$195
2012 : JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$42,047
Expenses. Total of all expenses incurred2012-12-31$2,905
Total plan assets at end of year2012-12-31$613,158
Total plan assets at beginning of year2012-12-31$574,016
Value of fidelity bond covering the plan2012-12-31$290,000
Assets. Value of loans (other than to participants)2012-12-31$225,000
Expenses. Other expenses not covered elsewhere2012-12-31$26
Other income received2012-12-31$24,047
Net income (gross income less expenses)2012-12-31$39,142
Net plan assets at end of year (total assets less liabilities)2012-12-31$613,158
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$574,016
Total contributions received or receivable from employer(s)2012-12-31$18,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,879
2011 : JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$15,272
Expenses. Total of all expenses incurred2011-12-31$3,482
Total plan assets at end of year2011-12-31$568,016
Total plan assets at beginning of year2011-12-31$556,226
Value of fidelity bond covering the plan2011-12-31$290,000
Assets. Value of loans (other than to participants)2011-12-31$225,000
Expenses. Other expenses not covered elsewhere2011-12-31$26
Other income received2011-12-31$-2,728
Net income (gross income less expenses)2011-12-31$11,790
Net plan assets at end of year (total assets less liabilities)2011-12-31$568,016
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$556,226
Total contributions received or receivable from employer(s)2011-12-31$18,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,456
2010 : JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$-9,496
Expenses. Total of all expenses incurred2010-12-31$3,037
Total plan assets at end of year2010-12-31$556,226
Total plan assets at beginning of year2010-12-31$568,759
Value of fidelity bond covering the plan2010-12-31$260,000
Assets. Value of loans (other than to participants)2010-12-31$225,000
Other income received2010-12-31$-33,496
Net income (gross income less expenses)2010-12-31$-12,533
Net plan assets at end of year (total assets less liabilities)2010-12-31$556,226
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$568,759
Total contributions received or receivable from employer(s)2010-12-31$24,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,037
2009 : JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING 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 JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN

2016: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING 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: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING 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: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING 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: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING 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: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING 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: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2010: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING 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

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