Savings & Investment Plan For Employees Of Disabled American Veterans — Form 5500 plan (Disabled American Veterans)
Plain-English plan 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, Savings & Investment Plan For Employees Of Disabled American Veterans is a benefit plan reported by Disabled American Veterans under EIN 31-0263158 and plan number 002. The latest loaded filing year is 2023. The filing reports 746 participants and $74,258,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Disabled American Veterans
- EIN
- 31-0263158
- Plan number
- 002
- Plan type
- 2
- Location
- Erlanger, KY
- Latest filing year
- 2023
- Participants
- 746
- End-of-year plan assets
- $74,258,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 746 | H, C | 20241015200826NAL0059504354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,258,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,258,256
- Net assets (BOY)
- $64,416,588
Income & contributions
- Employer contributions
- $2,676,529
- Participant contributions
- $2,850,993
- Total contributions
- $5,674,076
- Total income / additions
- $16,055,761
Expenses & distributions
- Benefits paid
- $6,004,157
- Administrative expenses
- $158,445
- Total expenses
- $6,214,093
- Net increase / (decrease)
- $9,841,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $148,860 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | OTHER | $7,771 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |