How big is GL Rogers and Company Inc.'s plan?

GL Rogers and Company Inc.'s plan reported $1.2M in assets and 4 participants for 2023.

Original filing (PDF)20240509154920NAL0051012050001

GL Rogers and Company Inc.

Name: GL Rogers and Company Inc. — Form 5500 (2023)
Creator: GL Rogers and Company Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · GL Rogers and Company Inc. held $1.2M in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Peter Zimmons signed GL Rogers and Company Inc.'s 2023 Form 5500 as plan administrator.

Peter Zimmons — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

GL Rogers and Company Inc.'s EIN is 47-4784499.

EIN 47-4784499

Plan number 002

Plan year 2023

ACK ID 20240509154920NAL0051012050001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for GL Rogers and Company Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Decision-maker contacts

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

Finding similar companies…

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

Vendor & structure

100

Helping the score

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

Plan sponsor

Name

GL ROGERS AND COMPANY INC

EIN

all filings

Address

1 CATE ST STE 4B · PORTSMOUTH, NH · 038017107

Phone

(603) 380-9535

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-09

Pension benefit codes

2G · Total participant-directed accounts

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 Real Estate plans

Dana Butcher Associates

Dana Butcher Associates Cash Balance Pension Plan

$1.2M · 9 participants

McLeskey & Associates, LLC

McLeskey & Associates, LLC 401(k) Plan

$1.2M · 22 participants

Clear Capital, LLC

Clear Capital, LLC 401(k) Profit Sharing Plan

$1.2M · 11 participants

Hansji Corporation

Hansji Corporation 401(k) Plan

$1.2M · 7 participants

Dale POE Real Estate Group

Dale POE Real Estate Group 401(k) Retirement Savings Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.