Benjamin Fogel Inc.
Plan context: Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual
EIN 95-2973892 • Northridge, CA • 21 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$3,510,502
2025 Contributions
$66,945
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 0 | $0 | - | - |
| 2024 | 1 | 1 | $3,510,502 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 1 | $3,510,502 | - | - |
| 2023 | 1 | 1 | $3,503,915 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 1 | $3,503,915 | $0 | - |
| 2022 | 1 | 1 | $3,243,399 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 1 | $3,243,399 | - | - |
| 2021 | 1 | 1 | $4,023,224 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 1 | $4,023,224 | - | - |
| 2020 | 1 | 1 | $4,009,580 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 1 | $4,009,580 | - | - |
| 2013 | 1 | 1 | $3,210,245 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 1 | $3,210,245 | - | - |
| 2012 | 1 | 3 | $2,950,129 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 3 | $2,950,129 | - | - |
| 2011 | 1 | 3 | $3,070,901 | $66,945 | $22,315iApproximate average salary by contribution assumption: employee only about $557,875 at 4% or $371,917 at 6%; with 50% employer match about $371,917 at 4% or $247,944 at 6%; with 100% employer match about $278,938 at 4% or $185,958 at 6%. |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 3 | $3,070,901 | $66,945 | $22,315iApproximate average salary by contribution assumption: employee only about $557,875 at 4% or $371,917 at 6%; with 50% employer match about $371,917 at 4% or $247,944 at 6%; with 100% employer match about $278,938 at 4% or $185,958 at 6%. |
| 2010 | 1 | 3 | $2,980,602 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 3 | $2,980,602 | - | - |
| 2009 | 1 | 3 | $2,855,828 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 3 | $2,855,828 | - | - |
| 2008 | 1 | 3 | $2,224,257 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 3 | $2,224,257 | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 3 | - | - | - |
| 2006 | 1 | 3 | $2,985,738 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 3 | $2,985,738 | - | - |
| 2005 | 1 | 3 | $2,674,525 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 3 | $2,674,525 | - | - |
| 2004 | 1 | 3 | $2,545,023 | $54,984 | $18,328iApproximate average salary by contribution assumption: employee only about $458,200 at 4% or $305,467 at 6%; with 50% employer match about $305,467 at 4% or $203,644 at 6%; with 100% employer match about $229,100 at 4% or $152,733 at 6%. |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 3 | $2,545,023 | $54,984 | $18,328iApproximate average salary by contribution assumption: employee only about $458,200 at 4% or $305,467 at 6%; with 50% employer match about $305,467 at 4% or $203,644 at 6%; with 100% employer match about $229,100 at 4% or $152,733 at 6%. |
| 2003 | 1 | 3 | $2,489,277 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 3 | $2,489,277 | - | - |
| 2002 | 1 | 3 | $2,519,378 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 3 | $2,519,378 | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 3 | - | - | - |
| 2000 | 1 | 3 | $2,765,009 | $34,461 | $11,487iApproximate average salary by contribution assumption: employee only about $287,175 at 4% or $191,450 at 6%; with 50% employer match about $191,450 at 4% or $127,633 at 6%; with 100% employer match about $143,588 at 4% or $95,725 at 6%. |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 3 | $2,765,009 | $34,461 | $11,487iApproximate average salary by contribution assumption: employee only about $287,175 at 4% or $191,450 at 6%; with 50% employer match about $191,450 at 4% or $127,633 at 6%; with 100% employer match about $143,588 at 4% or $95,725 at 6%. |
| 1999 | 1 | 3 | $777,235 | $32,961 | $10,987iApproximate average salary by contribution assumption: employee only about $274,675 at 4% or $183,117 at 6%; with 50% employer match about $183,117 at 4% or $122,078 at 6%; with 100% employer match about $137,338 at 4% or $91,558 at 6%. |
| Benjamin Fogel Inc. Pension and Profit Sharing Plan FBO Benjamin Fogel, an Individual | - | 3 | $777,235 | $32,961 | $10,987iApproximate average salary by contribution assumption: employee only about $274,675 at 4% or $183,117 at 6%; with 50% employer match about $183,117 at 4% or $122,078 at 6%; with 100% employer match about $137,338 at 4% or $91,558 at 6%. |