Fidelity bond in place
Yes
Filing216 West Spring Street PO Box 247Saint Marys, OH 45885
Dennis L. Vogel Profit Sharing Plan
Dennis L. Vogel • EIN 34-1289954 • Saint Marys, OH • Plan year 2003
Filing Insights
Participants
Down7 → 5
-2 • -28.57%
Assets
Up$601,156 → $702,516
$101,360 • 16.86%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $101,360
- Pension payor EIN
- 31-4156830
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| Dennis L. Vogel Profit Sharing Plan | - | 0 | $0 | - | - |
| 2023 | 1 | 3 | $829,433 | $0 | - |
| Dennis L. Vogel Profit Sharing Plan | - | 3 | $829,433 | - | - |
| 2022 | 1 | 3 | $815,641 | $0 | - |
| Dennis L. Vogel Profit Sharing Plan | - | 3 | $815,641 | $0 | - |
| 2021 | 1 | 3 | $880,988 | $0 | - |
| Dennis L. Vogel Profit Sharing Plan | - | 3 | $880,988 | - | - |
| 2020 | 1 | 4 | $868,060 | $0 | - |
| Dennis L. Vogel Profit Sharing Plan | - | 4 | $868,060 | $0 | - |
| 2019 | 1 | 4 | $957,937 | $0 | - |
| Dennis L. Vogel Profit Sharing Plan | - | 4 | $957,937 | - | - |
| 2018 | 1 | 6 | $1,054,650 | $0 | - |
| Dennis L. Vogel Profit Sharing Plan | - | 6 | $1,054,650 | - | - |
| 2017 | 1 | 6 | $1,261,677 | $0 | - |
| Dennis L. Vogel Profit Sharing Plan | - | 6 | $1,261,677 | $0 | - |
| 2016 | 1 | 6 | $1,291,325 | $0 | - |
| Dennis L. Vogel Profit Sharing Plan | - | 6 | $1,291,325 | $0 | - |
| 2015 | 1 | 6 | $1,297,339 | $1,491 | $249iApproximate average salary by contribution assumption: employee only about $6,213 at 4% or $4,142 at 6%; with 50% employer match about $4,142 at 4% or $2,761 at 6%; with 100% employer match about $3,106 at 4% or $2,071 at 6%. |
| Dennis L. Vogel Profit Sharing Plan | - | 6 | $1,297,339 | $1,491 | $249iApproximate average salary by contribution assumption: employee only about $6,213 at 4% or $4,142 at 6%; with 50% employer match about $4,142 at 4% or $2,761 at 6%; with 100% employer match about $3,106 at 4% or $2,071 at 6%. |
| 2014 | 1 | 8 | $1,415,654 | $48 | $6iApproximate average salary by contribution assumption: employee only about $150 at 4% or $100 at 6%; with 50% employer match about $100 at 4% or $67 at 6%; with 100% employer match about $75 at 4% or $50 at 6%. |
| Dennis L. Vogel Profit Sharing Plan | - | 8 | $1,415,654 | $48 | $6iApproximate average salary by contribution assumption: employee only about $150 at 4% or $100 at 6%; with 50% employer match about $100 at 4% or $67 at 6%; with 100% employer match about $75 at 4% or $50 at 6%. |
| 2012 | 1 | 8 | $1,289,289 | $58,214 | $7,277iApproximate average salary by contribution assumption: employee only about $181,919 at 4% or $121,279 at 6%; with 50% employer match about $121,279 at 4% or $80,853 at 6%; with 100% employer match about $90,959 at 4% or $60,640 at 6%. |
| Dennis L. Vogel Profit Sharing Plan | - | 8 | $1,289,289 | $58,214 | $7,277iApproximate average salary by contribution assumption: employee only about $181,919 at 4% or $121,279 at 6%; with 50% employer match about $121,279 at 4% or $80,853 at 6%; with 100% employer match about $90,959 at 4% or $60,640 at 6%. |
| 2011 | 1 | 8 | $1,139,166 | $46,000 | $5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%. |
| Dennis L. Vogel Profit Sharing Plan | - | 8 | $1,139,166 | $46,000 | $5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%. |
| 2010 | 1 | 7 | $1,079,580 | $25,006 | $3,572iApproximate average salary by contribution assumption: employee only about $89,307 at 4% or $59,538 at 6%; with 50% employer match about $59,538 at 4% or $39,692 at 6%; with 100% employer match about $44,654 at 4% or $29,769 at 6%. |
| Dennis L. Vogel Profit Sharing Plan | - | 7 | $1,079,580 | $25,006 | $3,572iApproximate average salary by contribution assumption: employee only about $89,307 at 4% or $59,538 at 6%; with 50% employer match about $59,538 at 4% or $39,692 at 6%; with 100% employer match about $44,654 at 4% or $29,769 at 6%. |
| 2009 | 1 | 9 | $1,048,015 | $24,083 | $2,676iApproximate average salary by contribution assumption: employee only about $66,897 at 4% or $44,598 at 6%; with 50% employer match about $44,598 at 4% or $29,732 at 6%; with 100% employer match about $33,449 at 4% or $22,299 at 6%. |
| Dennis L. Vogel Profit Sharing Plan | - | 9 | $1,048,015 | $24,083 | $2,676iApproximate average salary by contribution assumption: employee only about $66,897 at 4% or $44,598 at 6%; with 50% employer match about $44,598 at 4% or $29,732 at 6%; with 100% employer match about $33,449 at 4% or $22,299 at 6%. |
| 2008 | 1 | 4 | $0 | $0 | - |
| Dennis L. Vogel Profit Sharing Plan | - | 4 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Dennis L. Vogel Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $930,832 | $22,531 | $4,506iApproximate average salary by contribution assumption: employee only about $112,655 at 4% or $75,103 at 6%; with 50% employer match about $75,103 at 4% or $50,069 at 6%; with 100% employer match about $56,328 at 4% or $37,552 at 6%. |
| Dennis L. Vogel Profit Sharing Plan | - | 5 | $930,832 | $22,531 | $4,506iApproximate average salary by contribution assumption: employee only about $112,655 at 4% or $75,103 at 6%; with 50% employer match about $75,103 at 4% or $50,069 at 6%; with 100% employer match about $56,328 at 4% or $37,552 at 6%. |
| 2005 | 1 | 5 | $849,905 | $41,828 | $8,366iApproximate average salary by contribution assumption: employee only about $209,140 at 4% or $139,427 at 6%; with 50% employer match about $139,427 at 4% or $92,951 at 6%; with 100% employer match about $104,570 at 4% or $69,713 at 6%. |
| Dennis L. Vogel Profit Sharing Plan | - | 5 | $849,905 | $41,828 | $8,366iApproximate average salary by contribution assumption: employee only about $209,140 at 4% or $139,427 at 6%; with 50% employer match about $139,427 at 4% or $92,951 at 6%; with 100% employer match about $104,570 at 4% or $69,713 at 6%. |
| 2004 | 1 | 5 | $764,464 | $15,377 | $3,075iApproximate average salary by contribution assumption: employee only about $76,885 at 4% or $51,257 at 6%; with 50% employer match about $51,257 at 4% or $34,171 at 6%; with 100% employer match about $38,443 at 4% or $25,628 at 6%. |
| Dennis L. Vogel Profit Sharing Plan | - | 5 | $764,464 | $15,377 | $3,075iApproximate average salary by contribution assumption: employee only about $76,885 at 4% or $51,257 at 6%; with 50% employer match about $51,257 at 4% or $34,171 at 6%; with 100% employer match about $38,443 at 4% or $25,628 at 6%. |
| 2003 | 1 | 5 | $702,516 | $29,898 | $5,980iApproximate average salary by contribution assumption: employee only about $149,490 at 4% or $99,660 at 6%; with 50% employer match about $99,660 at 4% or $66,440 at 6%; with 100% employer match about $74,745 at 4% or $49,830 at 6%. |
| Dennis L. Vogel Profit Sharing Plan | Current | 5 | $702,516 | $29,898 | $5,980iApproximate average salary by contribution assumption: employee only about $149,490 at 4% or $99,660 at 6%; with 50% employer match about $99,660 at 4% or $66,440 at 6%; with 100% employer match about $74,745 at 4% or $49,830 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Dennis L. Vogel Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $530,285 | $0 | - |
| Dennis L. Vogel Profit Sharing Plan | - | 3 | $530,285 | - | - |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037265308564
- Form Id
- 51347321
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3030374265308060002
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 2
- Ins Carrier Name: NATIONWIDE LIFE INSURANCE COMPANY
- Filing Id
- 84037265308564
- Form Id
- 51347321
- Schedule A EIN
- 34-1289954
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2003-01-01
- Schedule A Tax Period
- 20031231
- Ins Carrier Name
- NATIONWIDE LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 31-4156830
- Ins Carrier Naic Code
- 66869
- Ins Contract Num
- 961-00291
- Ins Prsn Covered End of year Count
- 7
- Ins Policy From Date
- 2003-01-01
- Ins Policy To Date
- 2003-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $449,231
- Pension End of year Sep Account Amount
- $234,187
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 3
- Pension End Prev Bal Amount
- $374,212
- Pension Contribution Dep Amount
- $51,889
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $23,130
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $75,019
- Pension Total Bal Addn Amount
- $449,231
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $449,231
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
Schedule D
- Row 1
- Filing Id
- 84037265308564
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3030374265308060003
- DFE P1 Entity 01 Name
- BEST OF AMERICA
- DFE P1 Spons 01 Name
- NATIONWIDE LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 314156830009
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $234,187
- Row 2
- Filing Id
- 84037265308564
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3030374265308060003
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$702,516$101,360 change
Balance Sheet
Beginning and end of plan year.
Total assets$601,156$702,516Increase +$101,360 (16.86%)
Total liabilities$0$0No change $0
Net assets$601,156$702,516Increase +$101,360 (16.86%)
Contributions
Employer contributions$29,898
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$101,360
Total expenses$0
Net income$101,360
Source fields
- Schedule I source fields
- Filing Id
- 84037265308564
- Schedule I EIN
- 34-1289954
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2003-01-01
- Schedule I Tax Period
- 20031231
- Small plan total assets at beginning of year
- $601,156
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $601,156
- Small plan total assets at end of year
- $702,516
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $702,516
- Small plan employer contributions
- $29,898
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $71,462
- Small plan total income
- $101,360
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $0
- Small plan net income or loss
- $101,360
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- No
- Small Mortg Participants End of year Amount
- $0
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- Yes
- Small plan fidelity bond amount
- $75,000
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small plan all plan assets distributed
- No
- Waiver Annual Iqpa Report
- 1
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN31-4156830
Transfers
Distributed property value$0
Schedule R source fields
- Payor 31-4156830
- Filing Id
- 84037265308564
- Schedule R EIN
- 34-1289954
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2003-01-01
- Schedule R Tax Period
- 20031231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 31-4156830
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0