2023 Form 5500 filing — Southern Ca Retail Merchants' League Veba 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 20250226005159NAL0000183137001) for Southern Ca Retail Merchants' League Veba Trust, reported by Southern Ca Retail Merchants' League Veba Trust under EIN 95-4104216 and plan number 501. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250226005159NAL0000183137001
Filing year
2023
Form type
3
Plan sponsor
Southern Ca Retail Merchants' League Veba Trust
EIN
95-4104216
Plan number
501
Location
West Hills, CA
Participants
6
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,828,966
Total liabilities (EOY)
$201,034
Net assets (EOY)
$2,627,932
Total income / additions
$63,069
Administrative expenses
$19,487
Total expenses
$19,487
Net increase / (decrease)
$43,582
Schedule source
Schedule I

Related Form 5500 pages