Plan5500

Vogel Retirement Plan — Form 5500 plan (Vogel Holding, Inc.)

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 Retirement Plan is a benefit plan reported by Vogel Holding, Inc. under EIN 25-1657389 and plan number 003. The latest loaded filing year is 2023. The filing reports 823 participants and $31,754,102 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vogel Holding, Inc.
EIN
25-1657389
Plan number
003
Plan type
3
Location
Mars, PA
Latest filing year
2023
Participants
823
End-of-year plan assets
$31,754,102

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023823H, C20250415090429NAL0001400579003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,754,102
Net assets (EOY)
$31,754,102
Net assets (BOY)
$27,948,519

Income & contributions

Employer contributions
$899,018
Participant contributions
$2,218,025
Total contributions
$3,734,750
Total income / additions
$7,238,277

Expenses & distributions

Benefits paid
$3,231,346
Administrative expenses
$164,130
Total expenses
$3,432,694
Net increase / (decrease)
$3,805,583

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schneider Downs Wealth Mgmt Adv.INVESTMENT ADVISOR$113,688not reported in the loaded dataset2023
Schneider Downs Ret. SolutionsRECORDKEEPER$39,184not reported in the loaded dataset2023
Charles Schwab Trust CompanyPLAN CUSTODIAN/TRUSTEE$11,258$02023

Related Form 5500 pages