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ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameALDERMAN ROGERS, INC. PROFIT SHARING PLAN
Plan identification number 001

ALDERMAN ROGERS, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

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

Company Name:ALDERMAN ROGERS, INC.
Employer identification number (EIN):272954241
NAIC Classification:445120
NAIC Description:Convenience Stores

Additional information about ALDERMAN ROGERS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2010-06-25
Company Identification Number: P10000053778
Legal Registered Office Address: 13016 MARSH FERN DRIVE

ORLANDO

32828

More information about ALDERMAN ROGERS, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01TIMOTHY ALDERMAN
0012017-01-01TIMOTHY ALDERMAN
0012016-01-01TIMOTHY ALDERMAN
0012015-01-01TIMOTHY ALDERMAN
0012014-01-01TIMOTHY ALDERMAN
0012013-01-01TIMOTHY ALDERMAN
0012012-01-01TIMOTHY ALDERMAN
0012011-01-01TIMOTHY ALDERMAN
0012010-01-01TIMOTHY ALDERMAN

Plan Statistics for ALDERMAN ROGERS, INC. PROFIT SHARING PLAN

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

Measure Date Value
2020: ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
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 participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
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 participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-010
Total number of active participants reported on line 7a of the Form 55002010-01-011
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 participants2010-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011
Number of participants with account balances2010-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on ALDERMAN ROGERS, INC. PROFIT SHARING PLAN

Measure Date Value
2020 : ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$-211,553
Expenses. Total of all expenses incurred2020-12-31$6,331
Benefits paid (including direct rollovers)2020-12-31$3,831
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$217,884
Value of fidelity bond covering the plan2020-12-31$45,000
Expenses. Other expenses not covered elsewhere2020-12-31$2,500
Other income received2020-12-31$-211,553
Net income (gross income less expenses)2020-12-31$-217,884
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$217,884
Assets. Value of employer securities2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$10,801
Expenses. Total of all expenses incurred2019-12-31$115
Total plan assets at end of year2019-12-31$217,884
Total plan assets at beginning of year2019-12-31$207,198
Value of fidelity bond covering the plan2019-12-31$45,000
Expenses. Other expenses not covered elsewhere2019-12-31$115
Other income received2019-12-31$10,801
Net income (gross income less expenses)2019-12-31$10,686
Net plan assets at end of year (total assets less liabilities)2019-12-31$217,884
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$207,198
Assets. Value of employer securities2019-12-31$217,823
2018 : ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-3,845
Expenses. Total of all expenses incurred2018-12-31$500
Total plan assets at end of year2018-12-31$207,198
Total plan assets at beginning of year2018-12-31$211,543
Value of fidelity bond covering the plan2018-12-31$45,000
Expenses. Other expenses not covered elsewhere2018-12-31$500
Other income received2018-12-31$-3,845
Net income (gross income less expenses)2018-12-31$-4,345
Net plan assets at end of year (total assets less liabilities)2018-12-31$207,198
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$211,543
Assets. Value of employer securities2018-12-31$207,022
2017 : ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$3,182
Expenses. Total of all expenses incurred2017-12-31$509
Total plan assets at end of year2017-12-31$211,543
Total plan assets at beginning of year2017-12-31$208,870
Value of fidelity bond covering the plan2017-12-31$45,000
Expenses. Other expenses not covered elsewhere2017-12-31$509
Other income received2017-12-31$3,182
Net income (gross income less expenses)2017-12-31$2,673
Net plan assets at end of year (total assets less liabilities)2017-12-31$211,543
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$208,870
Assets. Value of employer securities2017-12-31$210,867
2016 : ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$17,446
Expenses. Total of all expenses incurred2016-12-31$655
Total plan assets at end of year2016-12-31$208,870
Total plan assets at beginning of year2016-12-31$192,079
Value of fidelity bond covering the plan2016-12-31$45,000
Expenses. Other expenses not covered elsewhere2016-12-31$655
Other income received2016-12-31$17,446
Net income (gross income less expenses)2016-12-31$16,791
Net plan assets at end of year (total assets less liabilities)2016-12-31$208,870
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$192,079
Assets. Value of employer securities2016-12-31$207,685
2015 : ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-5,762
Expenses. Total of all expenses incurred2015-12-31$500
Total plan assets at end of year2015-12-31$192,079
Total plan assets at beginning of year2015-12-31$198,341
Value of fidelity bond covering the plan2015-12-31$45,000
Expenses. Other expenses not covered elsewhere2015-12-31$500
Other income received2015-12-31$-5,762
Net income (gross income less expenses)2015-12-31$-6,262
Net plan assets at end of year (total assets less liabilities)2015-12-31$192,079
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$198,341
Assets. Value of employer securities2015-12-31$190,238
2014 : ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$-1,416
Expenses. Total of all expenses incurred2014-12-31$500
Total plan assets at end of year2014-12-31$198,341
Total plan assets at beginning of year2014-12-31$200,257
Value of fidelity bond covering the plan2014-12-31$45,000
Expenses. Other expenses not covered elsewhere2014-12-31$500
Other income received2014-12-31$-1,416
Net income (gross income less expenses)2014-12-31$-1,916
Net plan assets at end of year (total assets less liabilities)2014-12-31$198,341
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$200,257
Assets. Value of employer securities2014-12-31$196,000
2013 : ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$218
Expenses. Total of all expenses incurred2013-12-31$650
Total plan assets at end of year2013-12-31$200,257
Total plan assets at beginning of year2013-12-31$200,689
Value of fidelity bond covering the plan2013-12-31$45,000
Expenses. Other expenses not covered elsewhere2013-12-31$650
Other income received2013-12-31$218
Net income (gross income less expenses)2013-12-31$-432
Net plan assets at end of year (total assets less liabilities)2013-12-31$200,257
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$200,689
Assets. Value of employer securities2013-12-31$198,066
2012 : ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$15,767
Expenses. Total of all expenses incurred2012-12-31$500
Total plan assets at end of year2012-12-31$200,689
Total plan assets at beginning of year2012-12-31$185,422
Value of fidelity bond covering the plan2012-12-31$45,000
Expenses. Other expenses not covered elsewhere2012-12-31$500
Other income received2012-12-31$15,767
Net income (gross income less expenses)2012-12-31$15,267
Net plan assets at end of year (total assets less liabilities)2012-12-31$200,689
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$185,422
Assets. Value of employer securities2012-12-31$197,197
2011 : ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$1,430
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$185,422
Total plan assets at beginning of year2011-12-31$183,992
Value of fidelity bond covering the plan2011-12-31$45,000
Other income received2011-12-31$1,430
Net income (gross income less expenses)2011-12-31$1,430
Net plan assets at end of year (total assets less liabilities)2011-12-31$185,422
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$183,992
Assets. Value of employer securities2011-12-31$181,430
2010 : ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$183,992
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$183,992
Value of fidelity bond covering the plan2010-12-31$45,000
Contributions received from other sources (not participants or employers)2010-12-31$183,992
Net income (gross income less expenses)2010-12-31$183,992
Net plan assets at end of year (total assets less liabilities)2010-12-31$183,992
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Assets. Value of employer securities2010-12-31$180,000

Form 5500 Responses for ALDERMAN ROGERS, INC. PROFIT SHARING PLAN

2020: ALDERMAN ROGERS, 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 filingYes
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALDERMAN ROGERS, 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALDERMAN ROGERS, 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALDERMAN ROGERS, 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALDERMAN ROGERS, 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALDERMAN ROGERS, 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALDERMAN ROGERS, 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: ALDERMAN ROGERS, 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: ALDERMAN ROGERS, 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: ALDERMAN ROGERS, 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
2010: ALDERMAN ROGERS, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
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

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