Original filing (PDF)20250611120920NAL0013949235001

BENJAMIN FOGEL, INC.

Name: BENJAMIN FOGEL, INC. — BENJAMIN FOGEL, INC. PENSION AND PROFIT SHARING PLAN FBO BENJAMIN FOGEL, AN INDIVIDUAL, Form 5500 (2024)
Creator: BENJAMIN FOGEL, INC.

Form 5500-SF

FILING_RECEIVED

BENJAMIN FOGEL, INC. PENSION AND PROFIT SHARING PLAN FBO BENJAMIN FOGEL, AN INDIVIDUAL

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENJAMIN FOGEL, INC..

Plan sponsor

Name

BENJAMIN FOGEL, INC.

EIN

95-2973892

Address

16933 PARTHENIA ST., SUITE 110 · NORTHRIDGE, CA · 91343

Phone

(818) 990-6600

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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