2023 Form 5500 filing — Vfw Tax Deferred Savings Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240904083017NAL0011024099001) for Vfw Tax Deferred Savings Plan And Trust, reported by Veterans Of Foreign Wars Of The United States under EIN 44-0474290 and plan number 002. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904083017NAL0011024099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Veterans Of Foreign Wars Of The United States
- EIN
- 44-0474290
- Plan number
- 002
- Location
- Kansas City, MO
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,992,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,992,410
- Employer contributions
- $624,736
- Participant contributions
- $1,117,469
- Total income / additions
- $4,971,541
- Benefits paid
- $2,975,367
- Administrative expenses
- $75,627
- Total expenses
- $3,050,994
- Net increase / (decrease)
- $1,920,547
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Two West Capital Advisors LLC | INVESTMENT ADVISOR | $49,640 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $25,524 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $463 | not reported in the loaded dataset |