How big is James Vogel Incorporated's plan?

James Vogel Incorporated's plan reported $543K in assets and 86 participants for 2024.

Original filing (PDF)20250407132228NAL0025397104001

James Vogel Incorporated

Name: James Vogel Incorporated — James Vogel Incorporated, Form 5500 (2024)
Creator: James Vogel Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Vogel Incorporated 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · James Vogel Incorporated's James Vogel Incorporated 401(k) Profit Sharing Plan & Trust held $543K in plan assets for 86 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$543K

Net assets (EOY)

$543K

Plan identifiers

James Vogel Incorporated's EIN is 20-2954250.

EIN 20-2954250

Plan number 001

Plan year 2024

ACK ID 20250407132228NAL0025397104001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Vogel Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Vogel Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES VOGEL INCORPORATED.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off