Vogel Law Firm 401(K) Profit Sharing Plan — Form 5500 plan (Vogel Law Firm)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Vogel Law Firm 401(K) Profit Sharing Plan is a benefit plan reported by Vogel Law Firm under EIN 45-0348495 and plan number 002. The latest loaded filing year is 2023. The filing reports 131 participants and $42,702,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vogel Law Firm
- EIN
- 45-0348495
- Plan number
- 002
- Plan type
- 2
- Location
- Fargo, ND
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $42,702,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241015174454NAL0030532689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,702,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,702,996
- Net assets (BOY)
- $41,880,099
Income & contributions
- Employer contributions
- $1,310,929
- Participant contributions
- $987,832
- Total contributions
- $2,343,101
- Total income / additions
- $10,411,438
Expenses & distributions
- Benefits paid
- $9,505,096
- Administrative expenses
- $83,445
- Total expenses
- $9,588,541
- Net increase / (decrease)
- $822,897
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services, Inc | CONTACT ADMIN | $2,330 | not reported in the loaded dataset | 2023 |
| First International Bank & Trust | INVESTMENT ADVISOR | $499 | not reported in the loaded dataset | 2023 |
| Empower Ann Insurance Comp Of Amer | RECORDKEEPER | $0 | $0 | 2023 |