· 2022–2024 · DOL EFAST2

Jacob Rogers — The Rogers Group of South FLOR 401(k), Form 5500 (2025)

Original filing (PDF)20260715084407NAL0003395792001

Jacob Rogers

Form 5500-SF

FILING_RECEIVED

The Rogers Group of South FLOR 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jacob Rogers' The Rogers Group of South FLOR 401(k) Profit Sharing Plan & Trust held $332K in plan assets for 17 participants in 2025.

Active participants

17

Accounts w/ balance

13

Plan assets (EOY)

$332K

Net assets (EOY)

$332K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

57

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOB ROGERS.

Plan sponsor

Name

JACOB ROGERS

EIN

27-2000470all filings

Address

710 E REYNOLDS ST · PLANT CITY, FL · 335633458

Phone

(813) 415-2447

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

Antares Sellier USA Inc.

Antares Sellier USA Inc. 401(k) Profit Sharing Plan & Trust

$332K · 18 participants

HIU TONG Maria LEI DDS PLLC

HIU TONG Maria LEI DDS PLLC 401(k) Profit Sharing Plan & Trust

$332K · 4 participants

JUV Consulting, LLC

JUV Consulting 401(k) Plan

$332K · 21 participants

Sun & Fun Motorsports LLC

Sun & Fun Motorsports 401(k) Plan

$332K · 15 participants

Planned Retirement Consultants & Administrators, Inc.

Planned Retirement Consultants & Administrators, LLC Cash Balance Pension Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.