2023 Form 5500 filing — Savings & Investment Plan For Employees Of Disabled American Veterans
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 20241015200826NAL0059504354001) for Savings & Investment Plan For Employees Of Disabled American Veterans, reported by Disabled American Veterans under EIN 31-0263158 and plan number 002. It reports 746 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200826NAL0059504354001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Disabled American Veterans
- EIN
- 31-0263158
- Plan number
- 002
- Location
- Erlanger, KY
- Participants
- 746
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,258,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,258,256
- Employer contributions
- $2,676,529
- Participant contributions
- $2,850,993
- Total income / additions
- $16,055,761
- Benefits paid
- $6,004,157
- Administrative expenses
- $158,445
- Total expenses
- $6,214,093
- Net increase / (decrease)
- $9,841,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $148,860 | not reported in the loaded dataset |
| Fifth Third Bank | OTHER | $7,771 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |