How big is Mogel, Speidel, BOBB & Kershner's plan?

Mogel, Speidel, BOBB & Kershner's plan reported $3.1M in assets and 9 participants for 2024.

Original filing (PDF)20251015111005NAL0008899490001

Mogel, Speidel, BOBB & Kershner

Name: Mogel, Speidel, BOBB & Kershner — Mogel, Speidel, Form 5500 (2024)
Creator: Mogel, Speidel, BOBB & Kershner
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mogel, Speidel, BOBB & Kershner 401(k) Plan

401(k) retirement plan · Mogel, Speidel, BOBB & Kershner's Mogel, Speidel, BOBB & Kershner 401(k) Plan held $3.1M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Frederick R Mogel signed Mogel, Speidel, BOBB & Kershner's 2024 Form 5500 as plan administrator.

Frederick R Mogel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mogel, Speidel, BOBB & Kershner's EIN is 23-2172436.

EIN 23-2172436

Plan number 002

Plan year 2024

ACK ID 20251015111005NAL0008899490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mogel, Speidel, BOBB & Kershner from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mogel, Speidel, BOBB & Kershner's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOGEL, SPEIDEL, BOBB & KERSHNER.

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Plan health score

Top-tier plan health

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

Helping the score