2023 Form 5500 filing — Vogel Retirement 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 20250415090429NAL0001400579003) for Vogel Retirement Plan, reported by Vogel Holding, Inc. under EIN 25-1657389 and plan number 003. It reports 823 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415090429NAL0001400579003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Vogel Holding, Inc.
- EIN
- 25-1657389
- Plan number
- 003
- Location
- Mars, PA
- Participants
- 823
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,754,102
- Net assets (EOY)
- $31,754,102
- Employer contributions
- $899,018
- Participant contributions
- $2,218,025
- Total income / additions
- $7,238,277
- Benefits paid
- $3,231,346
- Administrative expenses
- $164,130
- Total expenses
- $3,432,694
- Net increase / (decrease)
- $3,805,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schneider Downs Wealth Mgmt Adv. | INVESTMENT ADVISOR | $113,688 | not reported in the loaded dataset |
| Schneider Downs Ret. Solutions | RECORDKEEPER | $39,184 | not reported in the loaded dataset |
| Charles Schwab Trust Company | PLAN CUSTODIAN/TRUSTEE | $11,258 | $0 |