2023 Form 5500 filing — Vogel Law Firm 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015174454NAL0030532689001) for Vogel Law Firm 401(K) Profit Sharing Plan, reported by Vogel Law Firm under EIN 45-0348495 and plan number 002. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$42.7MReported net assets$42,702,996
Participants131
Provider compensation$2.8K3 Schedule C row(s)$2,829
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015174454NAL0030532689001
- Plan sponsor
- Vogel Law Firm
- EIN
- 45-0348495
- Plan number
- 002
- Location
- Fargo, ND
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$42.7M total assets
Net assets$42.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $42,702,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,702,996
- Employer contributions
- $1,310,929
- Participant contributions
- $987,832
- Total income / additions
- $10,411,438
- Benefits paid
- $9,505,096
- Administrative expenses
- $83,445
- Total expenses
- $9,588,541
- Net increase / (decrease)
- $822,897
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services, Inc | CONTACT ADMIN | $2,330 | not reported in the loaded dataset |
| First International Bank & Trust | INVESTMENT ADVISOR | $499 | not reported in the loaded dataset |
| Empower Ann Insurance Comp Of Amer | RECORDKEEPER | $0 | $0 |