Original filing (PDF)20250512090509NAL0011237299001

Patricia Fallon Koogler DBA Koogler Financial Group

Name: Patricia Fallon Koogler DBA Koogler Financial Group — Form 5500 Plan 001 (2024)
Creator: Patricia Fallon Koogler DBA Koogler Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Koogler Financial Group 401(k) Plan

401(k) retirement plan · Patricia Fallon Koogler DBA Koogler Financial Group's Koogler Financial Group 401(k) Plan held $696K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$696K

Net assets (EOY)

$696K

People on this filing

Patricia Koogler signed Patricia Fallon Koogler DBA Koogler Financial Group's 2024 Form 5500 as plan administrator.

Patricia Koogler — 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

Patricia Fallon Koogler DBA Koogler Financial Group's EIN is 54-1878705.

EIN 54-1878705

Plan number 001

Plan year 2024

ACK ID 20250512090509NAL0011237299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patricia Fallon Koogler DBA Koogler Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patricia Fallon Koogler DBA Koogler Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICIA FALLON KOOGLER DBA KOOGLER FINANCIAL GROUP.

Finding similar companies…

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 (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

PATRICIA FALLON KOOGLER DBA KOOGLER FINANCIAL GROUP

EIN

all filings

Address

42 STONERIDGE DRIVE, STE. 102 · WAYNESBORO, VA · 229806581

Phone

(540) 943-7665

Industry

Finance & Insurance

Plan administrator