Original filing (PDF)20240930143543NAL0003324371004

ROGER R. EARLY

Name: ROGER R. EARLY — ROGER R. EARLY PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ROGER R. EARLY

Form 5500-SF

FILING_RECEIVED

ROGER R. EARLY PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROGER R. EARLY.

Plan sponsor

Name

ROGER R. EARLY

EIN

31-0742175

Address

123 MAIN ST. · MILFORD, OH · 45150

Phone

(513) 831-4833

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-28

Filed

2024-09-30

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

STANTON'S SHEET MUSIC INC

STANTON'S SHEET MUSIC INC SOCA BENEFIT PLAN

MARK LAWSON ANTIQUES, INC.

MARK LAWSON ANTIQUES, INC. 401(K) PLAN

THIS N THAT CONSIGNMENTS

THIS N THAT CONSIGNMENTS SOCA BENEFIT PLAN

VILLAGE DISCOUNT OUTLET, INC.

VILLAGE DISCOUNT 401(K) PLAN

ATG, INC.

ATG, INC. DEFINED BENEFIT PENSION PLAN AND TRUST