Veterans Ez Info — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Veterans Ez Info (EIN 45-5090104) is a plan sponsor located in San Diego, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-5090104
Location
San Diego, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,803,545
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,803,545

Contributions & income

Employer contributions
$836,503
Participant contributions
$1,726,518
Total income / additions
$3,933,999

Expenses & distributions

Benefits paid / distributions
$890,652
Total expenses
$957,113
Net increase / (decrease)
$2,976,886

Coverage

Total reported participants
429
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Veterans Ez Info plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Vetsez 401(K) Plan001238$7,803,5452023
Veterans Ez Info, Inc. Employee Benefit Plan501191not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Veterans Ez Info
YearPlanParticipantsSchedulesFiling
2023Veterans Ez Info, Inc. Employee Benefit Plan191C20240604103352NAL0019426161001
2023Vetsez 401(K) Plan238H, C20241008144743NAL0034128610001

Related Form 5500 pages