Orgel Wealth Management LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Orgel Wealth Management LLC is reported as a service provider on 20 loaded Form 5500 filing(s) across 19 plan sponsor(s) and 20 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $788,011 and reported indirect compensation totals $44,676.
Reported compensation summary
- Reported direct compensation
- $788,011
- Reported indirect compensation
- $44,676
- Total reported compensation
- $832,687
- Filings
- 20
- Plan sponsors
- 19
- Plans
- 20
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Orthopaedic Associates Of Wisconsin, S.C. | WI | 2 | $118,493 |
| Rice Lake Weighing Systems, Inc. | WI | 1 | $95,707 |
| Oakleaf Clinics, Inc. | WI | 1 | $77,749 |
| Eau Claire Co-Op Oil Company | WI | 1 | $68,293 |
| Mathews Archery, Inc. | WI | 1 | $67,981 |
| Metastar, Inc. | WI | 1 | $47,219 |
| Huntsinger Farms, Inc. | WI | 1 | $46,155 |
| Marathon Cheese Corporation | WI | 1 | $43,983 |
| Citizens Community Federal | WI | 1 | $39,684 |
| Crush City Construction, Dba Lindus Construction | WI | 1 | $38,077 |
State footprint
Plans reporting Orgel Wealth Management LLC are sponsored in WI (18), CO (1), IL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Rice Lake Weighing Systems, Inc. | Rice Lake Weighing Systems Employees Profit Sharing Plus Plan | 2023 | $95,707 | not reported in the loaded dataset |
| Oakleaf Clinics, Inc. | Oakleaf Clinics, Inc. Profit Sharing Plan | 2023 | $77,749 | $0 |
| Orthopaedic Associates Of Wisconsin, S.C. | Orthopaedic Associates Of Wisconsin, S. C. Profit Sharing Plan | 2023 | $73,817 | not reported in the loaded dataset |
| Eau Claire Co-Op Oil Company | Eau Claire Co-Op Oil Company 401(K) Plan | 2023 | $68,293 | not reported in the loaded dataset |
| Mathews Archery, Inc. | Mathews Archery, Inc. 401(K) Plan | 2023 | $67,981 | not reported in the loaded dataset |
| Metastar, Inc. | Metastar, Inc. Profit Sharing Plan And Trust | 2023 | $47,219 | not reported in the loaded dataset |
| Huntsinger Farms, Inc. | Huntsinger Farms, Inc. 401(K) & Profit Sharing Plan | 2023 | $46,155 | not reported in the loaded dataset |
| Orthopaedic Associates Of Wisconsin, S.C. | Orthopaedic Associates Of Wisconsin, S.C. Defined Benefit Plan | 2023 | $0 | $44,676 |
| Marathon Cheese Corporation | Marathon Cheese Employee'S 401(K) Retirement Plan | 2023 | $43,983 | not reported in the loaded dataset |
| Citizens Community Federal | Citizens Community Federal 401(K) Profit Sharing Plan | 2023 | $39,684 | not reported in the loaded dataset |
| Crush City Construction, Dba Lindus Construction | Crush City Construction 401(K) Plan | 2023 | $38,077 | not reported in the loaded dataset |
| Security Financial Bank | Security Financial Bank 401(K) Savings Plan | 2023 | $37,697 | not reported in the loaded dataset |
| Bone & Joint Clinic, S.C. | Bone & Joint Clinic, S.C. 401(K) Plan | 2023 | $37,274 | not reported in the loaded dataset |
| Ardisam, Inc. | Ardisam, Inc. 401(K) Profit Sharing Plan | 2023 | $25,110 | not reported in the loaded dataset |
| Dental Crafters, Inc. | Dental Crafters, Inc. 401(K) Profit Sharing Plan | 2023 | $24,726 | $0 |
| Mastercraft Industries, Inc. | Mastercraft Industries, Inc. 401(K) Plan | 2023 | $20,224 | not reported in the loaded dataset |
| Artisans, Inc. | Artisans, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $18,109 | not reported in the loaded dataset |
| Bank Of Sun Prairie | Bank Of Sun Prairie Profit Sharing Plan | 2023 | $15,354 | not reported in the loaded dataset |
| Magnolia Capital Management Company, Inc. | Magnolia Capital Management Company, Inc. 401(K) Plan | 2023 | $10,822 | $0 |
| Vail-Summit Orthopaedics, Pc | Vail-Summit Orthopaedics, Pc Cash Balance Plan | 2023 | $30 | not reported in the loaded dataset |
Related Form 5500 pages
- Rice Lake Weighing Systems Employees Profit Sharing Plus Plan (plan 001)
- Rice Lake Weighing Systems, Inc. — all reported plans
- Oakleaf Clinics, Inc. Profit Sharing Plan (plan 001)
- Oakleaf Clinics, Inc. — all reported plans
- Orthopaedic Associates Of Wisconsin, S. C. Profit Sharing Plan (plan 001)
- Orthopaedic Associates Of Wisconsin, S.C. — all reported plans
- Eau Claire Co-Op Oil Company 401(K) Plan (plan 002)
- Eau Claire Co-Op Oil Company — all reported plans
- Mathews Archery, Inc. 401(K) Plan (plan 001)
- Mathews Archery, Inc. — all reported plans
- Metastar, Inc. Profit Sharing Plan And Trust (plan 001)
- Metastar, Inc. — all reported plans
- Huntsinger Farms, Inc. 401(K) & Profit Sharing Plan (plan 001)
- Huntsinger Farms, Inc. — all reported plans
- Orthopaedic Associates Of Wisconsin, S.C. Defined Benefit Plan (plan 003)
- Marathon Cheese Employee'S 401(K) Retirement Plan (plan 001)
- Marathon Cheese Corporation — all reported plans
- Citizens Community Federal 401(K) Profit Sharing Plan (plan 002)
- Citizens Community Federal — all reported plans
- Crush City Construction 401(K) Plan (plan 001)
- Crush City Construction, Dba Lindus Construction — all reported plans
- Security Financial Bank 401(K) Savings Plan (plan 002)
- Security Financial Bank — all reported plans
- Bone & Joint Clinic, S.C. 401(K) Plan (plan 004)
- Bone & Joint Clinic, S.C. — all reported plans
- Ardisam, Inc. 401(K) Profit Sharing Plan (plan 002)
- Ardisam, Inc. — all reported plans
- Dental Crafters, Inc. 401(K) Profit Sharing Plan (plan 001)
- Dental Crafters, Inc. — all reported plans
- Mastercraft Industries, Inc. 401(K) Plan (plan 001)
- Mastercraft Industries, Inc. — all reported plans
- Artisans, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Artisans, Inc. — all reported plans
- Bank Of Sun Prairie Profit Sharing Plan (plan 002)
- Bank Of Sun Prairie — all reported plans
- Magnolia Capital Management Company, Inc. 401(K) Plan (plan 001)
- Magnolia Capital Management Company, Inc. — all reported plans
- Vail-Summit Orthopaedics, Pc Cash Balance Plan (plan 002)
- Vail-Summit Orthopaedics, Pc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources