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.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$42.7MPlan net assets, end of year$42,702,996
Participants131Covered participants reported
Assets / participant$326KComputed: assets ÷ participants$325,977 (computed)
Provider compensation$2.8K3 Schedule C provider row(s)$2,829
- Plan sponsor
- Vogel Law Firm
- EIN
- 45-0348495
- Plan number
- 002
- Plan type
- 2
- Location
- Fargo, ND
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241015174454NAL0030532689001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$42.7M total assets
Net assets$42.7MLiabilities$0
Full reported line items
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
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
57%43%
Employer 57%Participant 43%
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income91%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
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 |