2023 Form 5500 filing — Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc 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 20250226012918NAL0000243330001) for Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc Trust, reported by Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc under EIN 95-4104209 and plan number 501. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250226012918NAL0000243330001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc
- EIN
- 95-4104209
- Plan number
- 501
- Location
- West Hills, CA
- Participants
- 7
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,484,656
- Total liabilities (EOY)
- $518,923
- Net assets (EOY)
- $7,965,733
- Total income / additions
- $84,230
- Administrative expenses
- $57,265
- Total expenses
- $57,265
- Net increase / (decrease)
- $26,965
- Schedule source
- Schedule I