ROGERS & TENBROOK, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROGERS & TENBROOK, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for ROGERS & TENBROOK, INC. PROFIT SHARING PLAN
Measure | Date | Value |
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2022: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 29 |
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 | 8 |
Total of all active and inactive participants | 2022-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 38 |
Number of participants with account balances | 2022-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 31 |
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 | 5 |
Total of all active and inactive participants | 2021-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 37 |
Number of participants with account balances | 2021-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 28 |
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 | 5 |
Total of all active and inactive participants | 2020-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 34 |
Number of participants with account balances | 2020-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 28 |
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 | 4 |
Total of all active and inactive participants | 2019-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 33 |
Number of participants with account balances | 2019-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 28 |
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 | 4 |
Total of all active and inactive participants | 2018-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 32 |
Number of participants with account balances | 2018-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 9 |
Total of all active and inactive participants | 2017-01-01 | 39 |
Total participants | 2017-01-01 | 39 |
Number of participants with account balances | 2017-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 6 |
Total of all active and inactive participants | 2016-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 37 |
Number of participants with account balances | 2016-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 30 |
Number of participants with account balances | 2015-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 32 |
Number of participants with account balances | 2014-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 33 |
Number of participants with account balances | 2013-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 36 |
Total participants | 2012-01-01 | 36 |
Number of participants with account balances | 2012-01-01 | 31 |
2011: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 33 |
Number of participants with account balances | 2011-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 28 |
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 | 2 |
Total of all active and inactive participants | 2009-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 30 |
Number of participants with account balances | 2009-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-737,255 |
Expenses. Total of all expenses incurred | 2022-12-31 | $51,134 |
Benefits paid (including direct rollovers) | 2022-12-31 | $51,134 |
Total plan assets at end of year | 2022-12-31 | $5,749,360 |
Total plan assets at beginning of year | 2022-12-31 | $6,537,749 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $71,948 |
Other income received | 2022-12-31 | $-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 loans | 2022-12-31 | $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 |
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Total income from all sources | 2021-12-31 | $821,707 |
Expenses. Total of all expenses incurred | 2021-12-31 | $470,814 |
Benefits paid (including direct rollovers) | 2021-12-31 | $470,814 |
Total plan assets at end of year | 2021-12-31 | $6,537,749 |
Total plan assets at beginning of year | 2021-12-31 | $6,186,856 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $63,804 |
Other income received | 2021-12-31 | $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 loans | 2021-12-31 | $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 |
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Total income from all sources | 2020-12-31 | $1,025,031 |
Expenses. Total of all expenses incurred | 2020-12-31 | $38,877 |
Benefits paid (including direct rollovers) | 2020-12-31 | $38,877 |
Total plan assets at end of year | 2020-12-31 | $6,186,856 |
Total plan assets at beginning of year | 2020-12-31 | $5,200,702 |
Value of fidelity bond covering the plan | 2020-12-31 | $650,000 |
Total contributions received or receivable from participants | 2020-12-31 | $58,274 |
Other income received | 2020-12-31 | $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 loans | 2020-12-31 | $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 |
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Total income from all sources | 2019-12-31 | $1,074,523 |
Expenses. Total of all expenses incurred | 2019-12-31 | $48,876 |
Benefits paid (including direct rollovers) | 2019-12-31 | $48,876 |
Total plan assets at end of year | 2019-12-31 | $5,200,702 |
Total plan assets at beginning of year | 2019-12-31 | $4,175,055 |
Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
Total contributions received or receivable from participants | 2019-12-31 | $59,467 |
Other income received | 2019-12-31 | $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 loans | 2019-12-31 | $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 |
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Total income from all sources | 2018-12-31 | $-57,470 |
Expenses. Total of all expenses incurred | 2018-12-31 | $68,133 |
Benefits paid (including direct rollovers) | 2018-12-31 | $68,133 |
Total plan assets at end of year | 2018-12-31 | $4,175,055 |
Total plan assets at beginning of year | 2018-12-31 | $4,300,658 |
Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
Total contributions received or receivable from participants | 2018-12-31 | $57,763 |
Other income received | 2018-12-31 | $-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 loans | 2018-12-31 | $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 |
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Total income from all sources | 2017-12-31 | $774,840 |
Expenses. Total of all expenses incurred | 2017-12-31 | $7,544 |
Benefits paid (including direct rollovers) | 2017-12-31 | $7,544 |
Total plan assets at end of year | 2017-12-31 | $4,300,658 |
Total plan assets at beginning of year | 2017-12-31 | $3,533,362 |
Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
Total contributions received or receivable from participants | 2017-12-31 | $39,367 |
Other income received | 2017-12-31 | $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 loans | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $404,190 |
Expenses. Total of all expenses incurred | 2016-12-31 | $7,793 |
Benefits paid (including direct rollovers) | 2016-12-31 | $7,793 |
Total plan assets at end of year | 2016-12-31 | $3,533,362 |
Total plan assets at beginning of year | 2016-12-31 | $3,136,965 |
Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
Total contributions received or receivable from participants | 2016-12-31 | $31,673 |
Other income received | 2016-12-31 | $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 loans | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $106,963 |
Expenses. Total of all expenses incurred | 2015-12-31 | $10,370 |
Benefits paid (including direct rollovers) | 2015-12-31 | $10,370 |
Total plan assets at end of year | 2015-12-31 | $3,136,965 |
Total plan assets at beginning of year | 2015-12-31 | $3,040,372 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Total contributions received or receivable from participants | 2015-12-31 | $29,399 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $15,037 |
Other income received | 2015-12-31 | $-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 loans | 2015-12-31 | $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 |
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Total income from all sources | 2014-12-31 | $284,076 |
Expenses. Total of all expenses incurred | 2014-12-31 | $11,296 |
Benefits paid (including direct rollovers) | 2014-12-31 | $11,296 |
Total plan assets at end of year | 2014-12-31 | $3,040,372 |
Total plan assets at beginning of year | 2014-12-31 | $2,767,592 |
Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
Total contributions received or receivable from participants | 2014-12-31 | $37,862 |
Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $581,907 |
Expenses. Total of all expenses incurred | 2013-12-31 | $51,541 |
Benefits paid (including direct rollovers) | 2013-12-31 | $51,541 |
Total plan assets at end of year | 2013-12-31 | $2,767,592 |
Total plan assets at beginning of year | 2013-12-31 | $2,237,226 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Total contributions received or receivable from participants | 2013-12-31 | $35,037 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $356,357 |
Expenses. Total of all expenses incurred | 2012-12-31 | $88,361 |
Benefits paid (including direct rollovers) | 2012-12-31 | $88,361 |
Total plan assets at end of year | 2012-12-31 | $2,237,226 |
Total plan assets at beginning of year | 2012-12-31 | $1,969,230 |
Total contributions received or receivable from participants | 2012-12-31 | $32,639 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $47,188 |
Expenses. Total of all expenses incurred | 2011-12-31 | $30,557 |
Benefits paid (including direct rollovers) | 2011-12-31 | $30,557 |
Total plan assets at end of year | 2011-12-31 | $1,969,230 |
Total plan assets at beginning of year | 2011-12-31 | $1,952,599 |
Total contributions received or receivable from participants | 2011-12-31 | $23,353 |
Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $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 |
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Total income from all sources | 2010-12-31 | $270,544 |
Expenses. Total of all expenses incurred | 2010-12-31 | $16,633 |
Benefits paid (including direct rollovers) | 2010-12-31 | $16,633 |
Total plan assets at end of year | 2010-12-31 | $1,952,599 |
Total plan assets at beginning of year | 2010-12-31 | $1,698,688 |
Total contributions received or receivable from participants | 2010-12-31 | $22,733 |
Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $30,822 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $60,836 |
2022: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2022 form 5500 responses |
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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 – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2021 form 5500 responses |
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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 – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2020 form 5500 responses |
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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 – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2019 form 5500 responses |
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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 – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2018 form 5500 responses |
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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 – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2014 form 5500 responses |
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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 |
2013: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ROGERS & TENBROOK, INC. PROFIT SHARING PLAN 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 |
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 342694-000 |
Policy instance | 1 |
Insurance contract or identification number | 342694-000 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $22,005 | Total amount of fees paid to insurance company | USD $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 Broker | USD $14,513 | Insurance broker organization code? | 3 |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 342694-000 |
Policy instance | 1 |
Insurance contract or identification number | 342694-000 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $23,583 | Total amount of fees paid to insurance company | USD $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 Broker | USD $15,466 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 342694-000 |
Policy instance | 1 |
Insurance contract or identification number | 342694-000 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $13,059 | Total amount of fees paid to insurance company | USD $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 Broker | USD $13,059 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 6823 |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 342694-000 |
Policy instance | 1 |
Insurance contract or identification number | 342694-000 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $11,616 | Total amount of fees paid to insurance company | USD $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 Broker | USD $11,616 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | 0 | Insurance broker organization code? | 3 |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 342694-000 |
Policy instance | 1 |
Insurance contract or identification number | 342694-000 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $10,854 | Total amount of fees paid to insurance company | USD $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 Broker | USD $10,854 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | 0 | Insurance broker organization code? | 3 |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 342694-000 |
Policy instance | 1 |
Insurance contract or identification number | 342694-000 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $9,611 | Total amount of fees paid to insurance company | USD $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 Broker | USD $9,611 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | MYLES R. FIREY & CO., INC. |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | 342694-000 |
Policy instance | 1 |
Insurance contract or identification number | 342694-000 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | MYLES R. FIREY & CO., INC. |
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