Amvets Department Of California Service Foundation — 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, Amvets Department Of California Service Foundation (EIN 95-6056761) is a plan sponsor located in Garden Grove, CA with 2 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
95-6056761
Location
Garden Grove, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,194,626
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$1,194,626

Contributions & income

Employer contributions
$0
Participant contributions
$187,145
Total income / additions
$331,703

Expenses & distributions

Benefits paid / distributions
$56,083
Total expenses
$71,817
Net increase / (decrease)
$259,886

Coverage

Total reported participants
340
Plans with financial statements
1
Plans with provider compensation
1

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

Amvets Department Of California Service Foundation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Amvets Department Of California Service Foundation 401(K) Plan001169$1,194,6262023
Amvets Department Of California Service Foundation Welfare Benefits Plan501171not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Amvets Department Of California Service Foundation
YearPlanParticipantsSchedulesFiling
2023Amvets Department Of California Service Foundation 401(K) Plan169H, C20240924152307NAL0023245904001
2023Amvets Department Of California Service Foundation Welfare Benefits Plan17120241219191548NAL0011387282001

Related Form 5500 pages