· 2022–2024 · DOL EFAST2

Tom Vogel Agency, Inc. — Tom Vogel Agency, Inc., Form 5500 (2023)

Original filing (PDF)20240710080747NAL0009390499001

Tom Vogel Agency, Inc.

Form 5500-SF

FILING_RECEIVED

Tom Vogel Agency, Inc. 401(k) P/S Plan

401(k) retirement plan · Tom Vogel Agency, Inc.'s Tom Vogel Agency, Inc. 401(k) P/S Plan held $559K in plan assets for 4 participants in 2023.

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

4

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

86

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 & Insurance

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

All City Employees Benefits Service Association

All City Employees Benefits Service Association 401(k) Retirement Plan

$559K · 1 participants

Jorge Rivera Jimenez

Jorge Rivera Jimenez Insurance Retirement Plan

$559K · 5 participants

Wilson BAUM Agency, Inc.

Wilson BAUM Agency, Inc. 401(k) Profit Sharing Plan

$560K · 4 participants

BAAL NAK Reinsurance Consultant

BAAL NAK' Reinsurance Consultant LLC 401(k) Plan

$560K · 4 participants

Charles D. Waits, Jr.

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