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ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameROGERS & TENBROOK, INC. PROFIT SHARING PLAN
Plan identification number 001

ROGERS & TENBROOK, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

ROGERS & TENBROOK, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROGERS & TENBROOK, INC.
Employer identification number (EIN):161246036
NAIC Classification:423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROGERS & TENBROOK, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01KEVIN KILBOURNE KEVIN KILBOURNE2019-06-25
0012017-01-01KEVIN KILBOURNE KEVIN KILBOURNE2018-07-20
0012016-01-01KEVIN KILBOURNE KEVIN KILBOURNE2017-07-21
0012015-01-01KEVIN K KILBOURNE KEVIN K KILBOURNE2016-07-25
0012014-01-01KEVIN K. KILBOURNE KEVIN K. KILBOURNE2015-07-10
0012013-01-01KEVIN K KILBOURNE KEVIN K KILBOURNE2014-07-15
0012012-01-01KEVIN KILBOURNE KEVIN KILBOURNE2013-07-11
0012011-01-01KEVIN K. KILBOURNE KEVIN K. KILBOURNE2012-07-17
0012009-01-01KEVIN K KILBOURNE KEVIN K KILBOURNE2010-07-15

Plan Statistics for ROGERS & TENBROOK, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for ROGERS & TENBROOK, INC. PROFIT SHARING PLAN

Measure Date Value
2022: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0140
Total number of active participants reported on line 7a of the Form 55002022-01-0129
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0138
Number of participants with account balances2022-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0137
Total number of active participants reported on line 7a of the Form 55002021-01-0131
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0137
Number of participants with account balances2021-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0135
Total number of active participants reported on line 7a of the Form 55002020-01-0128
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0134
Number of participants with account balances2020-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0136
Total number of active participants reported on line 7a of the Form 55002019-01-0128
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0133
Number of participants with account balances2019-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0139
Total number of active participants reported on line 7a of the Form 55002018-01-0128
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0132
Number of participants with account balances2018-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0139
Total number of active participants reported on line 7a of the Form 55002017-01-0130
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-0139
Total participants2017-01-0139
Number of participants with account balances2017-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0137
Total number of active participants reported on line 7a of the Form 55002016-01-0131
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0137
Number of participants with account balances2016-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0131
Total number of active participants reported on line 7a of the Form 55002015-01-0127
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0130
Number of participants with account balances2015-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0136
Total number of active participants reported on line 7a of the Form 55002014-01-0130
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0132
Number of participants with account balances2014-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0134
Total number of active participants reported on line 7a of the Form 55002013-01-0129
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0133
Number of participants with account balances2013-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0137
Total number of active participants reported on line 7a of the Form 55002012-01-0132
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0136
Total participants2012-01-0136
Number of participants with account balances2012-01-0131
2011: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0136
Total number of active participants reported on line 7a of the Form 55002011-01-0128
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0133
Number of participants with account balances2011-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0130
Total number of active participants reported on line 7a of the Form 55002009-01-0128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0130
Number of participants with account balances2009-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROGERS & TENBROOK, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-737,255
Expenses. Total of all expenses incurred2022-12-31$51,134
Benefits paid (including direct rollovers)2022-12-31$51,134
Total plan assets at end of year2022-12-31$5,749,360
Total plan assets at beginning of year2022-12-31$6,537,749
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$71,948
Other income received2022-12-31$-905,755
Net income (gross income less expenses)2022-12-31$-788,389
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,749,360
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,537,749
Assets. Value of participant loans2022-12-31$5,951
Total contributions received or receivable from employer(s)2022-12-31$96,552
2021 : ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$821,707
Expenses. Total of all expenses incurred2021-12-31$470,814
Benefits paid (including direct rollovers)2021-12-31$470,814
Total plan assets at end of year2021-12-31$6,537,749
Total plan assets at beginning of year2021-12-31$6,186,856
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$63,804
Other income received2021-12-31$669,811
Net income (gross income less expenses)2021-12-31$350,893
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,537,749
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,186,856
Assets. Value of participant loans2021-12-31$27,986
Total contributions received or receivable from employer(s)2021-12-31$88,092
2020 : ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,025,031
Expenses. Total of all expenses incurred2020-12-31$38,877
Benefits paid (including direct rollovers)2020-12-31$38,877
Total plan assets at end of year2020-12-31$6,186,856
Total plan assets at beginning of year2020-12-31$5,200,702
Value of fidelity bond covering the plan2020-12-31$650,000
Total contributions received or receivable from participants2020-12-31$58,274
Other income received2020-12-31$880,810
Net income (gross income less expenses)2020-12-31$986,154
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,186,856
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,200,702
Assets. Value of participant loans2020-12-31$16,219
Total contributions received or receivable from employer(s)2020-12-31$85,947
2019 : ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,074,523
Expenses. Total of all expenses incurred2019-12-31$48,876
Benefits paid (including direct rollovers)2019-12-31$48,876
Total plan assets at end of year2019-12-31$5,200,702
Total plan assets at beginning of year2019-12-31$4,175,055
Value of fidelity bond covering the plan2019-12-31$300,000
Total contributions received or receivable from participants2019-12-31$59,467
Other income received2019-12-31$933,266
Net income (gross income less expenses)2019-12-31$1,025,647
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,200,702
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,175,055
Assets. Value of participant loans2019-12-31$23,837
Total contributions received or receivable from employer(s)2019-12-31$81,790
2018 : ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-57,470
Expenses. Total of all expenses incurred2018-12-31$68,133
Benefits paid (including direct rollovers)2018-12-31$68,133
Total plan assets at end of year2018-12-31$4,175,055
Total plan assets at beginning of year2018-12-31$4,300,658
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$57,763
Other income received2018-12-31$-196,497
Net income (gross income less expenses)2018-12-31$-125,603
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,175,055
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,300,658
Assets. Value of participant loans2018-12-31$13,155
Total contributions received or receivable from employer(s)2018-12-31$81,264
2017 : ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$774,840
Expenses. Total of all expenses incurred2017-12-31$7,544
Benefits paid (including direct rollovers)2017-12-31$7,544
Total plan assets at end of year2017-12-31$4,300,658
Total plan assets at beginning of year2017-12-31$3,533,362
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$39,367
Other income received2017-12-31$633,788
Net income (gross income less expenses)2017-12-31$767,296
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,300,658
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,533,362
Assets. Value of participant loans2017-12-31$18,406
Total contributions received or receivable from employer(s)2017-12-31$101,685
2016 : ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$404,190
Expenses. Total of all expenses incurred2016-12-31$7,793
Benefits paid (including direct rollovers)2016-12-31$7,793
Total plan assets at end of year2016-12-31$3,533,362
Total plan assets at beginning of year2016-12-31$3,136,965
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$31,673
Other income received2016-12-31$276,524
Net income (gross income less expenses)2016-12-31$396,397
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,533,362
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,136,965
Assets. Value of participant loans2016-12-31$19,279
Total contributions received or receivable from employer(s)2016-12-31$95,993
2015 : ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$106,963
Expenses. Total of all expenses incurred2015-12-31$10,370
Benefits paid (including direct rollovers)2015-12-31$10,370
Total plan assets at end of year2015-12-31$3,136,965
Total plan assets at beginning of year2015-12-31$3,040,372
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$29,399
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$15,037
Other income received2015-12-31$-32,417
Net income (gross income less expenses)2015-12-31$96,593
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,136,965
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,040,372
Assets. Value of participant loans2015-12-31$9,458
Total contributions received or receivable from employer(s)2015-12-31$94,944
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$284,076
Expenses. Total of all expenses incurred2014-12-31$11,296
Benefits paid (including direct rollovers)2014-12-31$11,296
Total plan assets at end of year2014-12-31$3,040,372
Total plan assets at beginning of year2014-12-31$2,767,592
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$37,862
Other income received2014-12-31$159,774
Net income (gross income less expenses)2014-12-31$272,780
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,040,372
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,767,592
Assets. Value of participant loans2014-12-31$12,289
Total contributions received or receivable from employer(s)2014-12-31$86,440
2013 : ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$581,907
Expenses. Total of all expenses incurred2013-12-31$51,541
Benefits paid (including direct rollovers)2013-12-31$51,541
Total plan assets at end of year2013-12-31$2,767,592
Total plan assets at beginning of year2013-12-31$2,237,226
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$35,037
Other income received2013-12-31$466,660
Net income (gross income less expenses)2013-12-31$530,366
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,767,592
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,237,226
Assets. Value of participant loans2013-12-31$23,657
Total contributions received or receivable from employer(s)2013-12-31$80,210
2012 : ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$356,357
Expenses. Total of all expenses incurred2012-12-31$88,361
Benefits paid (including direct rollovers)2012-12-31$88,361
Total plan assets at end of year2012-12-31$2,237,226
Total plan assets at beginning of year2012-12-31$1,969,230
Total contributions received or receivable from participants2012-12-31$32,639
Other income received2012-12-31$250,484
Net income (gross income less expenses)2012-12-31$267,996
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,237,226
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,969,230
Assets. Value of participant loans2012-12-31$29,931
Total contributions received or receivable from employer(s)2012-12-31$73,234
2011 : ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$47,188
Expenses. Total of all expenses incurred2011-12-31$30,557
Benefits paid (including direct rollovers)2011-12-31$30,557
Total plan assets at end of year2011-12-31$1,969,230
Total plan assets at beginning of year2011-12-31$1,952,599
Total contributions received or receivable from participants2011-12-31$23,353
Other income received2011-12-31$-46,143
Net income (gross income less expenses)2011-12-31$16,631
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,969,230
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,952,599
Assets. Value of participant loans2011-12-31$26,610
Total contributions received or receivable from employer(s)2011-12-31$69,978
2010 : ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$270,544
Expenses. Total of all expenses incurred2010-12-31$16,633
Benefits paid (including direct rollovers)2010-12-31$16,633
Total plan assets at end of year2010-12-31$1,952,599
Total plan assets at beginning of year2010-12-31$1,698,688
Total contributions received or receivable from participants2010-12-31$22,733
Other income received2010-12-31$186,975
Net income (gross income less expenses)2010-12-31$253,911
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,952,599
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,698,688
Assets. Value of participant loans2010-12-31$30,822
Total contributions received or receivable from employer(s)2010-12-31$60,836

Form 5500 Responses for ROGERS & TENBROOK, INC. PROFIT SHARING PLAN

2022: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROGERS & TENBROOK, INC. 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROGERS & TENBROOK, INC. 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROGERS & TENBROOK, INC. 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: ROGERS & TENBROOK, INC. 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: ROGERS & TENBROOK, INC. 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: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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
2009: ROGERS & TENBROOK, INC. 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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342694-000
Policy instance 1
Insurance contract or identification number342694-000
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $22,005
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $14,513
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342694-000
Policy instance 1
Insurance contract or identification number342694-000
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $23,583
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $15,466
Amount paid for insurance broker fees0
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342694-000
Policy instance 1
Insurance contract or identification number342694-000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,059
Total amount of fees paid to insurance companyUSD $6,823
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $13,059
Insurance broker organization code?3
Amount paid for insurance broker fees6823
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342694-000
Policy instance 1
Insurance contract or identification number342694-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,616
Total amount of fees paid to insurance companyUSD $6,087
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $11,616
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342694-000
Policy instance 1
Insurance contract or identification number342694-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $10,854
Total amount of fees paid to insurance companyUSD $5,644
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,854
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342694-000
Policy instance 1
Insurance contract or identification number342694-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,611
Total amount of fees paid to insurance companyUSD $5,014
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $9,611
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMYLES R. FIREY & CO., INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342694-000
Policy instance 1
Insurance contract or identification number342694-000
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,857
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMYLES R. FIREY & CO., INC.

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