Original filing (PDF)20240710080747NAL0009390499001

TOM VOGEL AGENCY, INC.

Name: TOM VOGEL AGENCY, INC. — TOM VOGEL AGENCY, INC. 401(K) P/S PLAN, Form 5500 (2023)
Creator: TOM VOGEL AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

TOM VOGEL AGENCY, INC. 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$559K

Net assets (EOY)

$559K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

TOM VOGEL AGENCY, INC.

EIN

43-1786362all filings

Address

4500 TELEGRAPH ROAD · ST. LOUIS, MO · 63129

Phone

(314) 892-0001

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

PC & L AGENCY, INC.

PC & L AGENCY, INC. 401K PROFIT SHARING PLAN

$559K · 16 participants

TERESA HOLWERDA INSURANCE AGENCY, INC.

TERESA HOLWERDA INSURANCE AGENCY, INC 401(K) PLAN

$559K · 3 participants

CHARLES D. WAITS, JR.

GHEIS 401(K) PLAN

$560K · 3 participants

LAPORTE FINANCIAL, LLC

LAPORTE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN

$558K · 3 participants

RICHARD W. BARNES

RICHARD W. BARNES 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.