Original filing (PDF)20240509154920NAL0051012050001

GL ROGERS AND COMPANY INC

Name: GL ROGERS AND COMPANY INC — Form 5500 (2023)
Creator: GL ROGERS AND COMPANY INC

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 GL ROGERS AND COMPANY INC.

Plan sponsor

Name

GL ROGERS AND COMPANY INC

EIN

47-4784499

Address

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

Phone

(603) 380-9535

Industry

Real Estatesee all

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 401K PLAN

$1.2M · 7 participants

DALE POE REAL ESTATE GROUP

DALE POE REAL ESTATE GROUP 401(K) RETIREMENT SAVINGS PLAN