Amvets Department Of California Service Foundation 401(K) Plan — Form 5500 plan (Amvets Department Of California Service Foundation)
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, Amvets Department Of California Service Foundation 401(K) Plan is a benefit plan reported by Amvets Department Of California Service Foundation under EIN 95-6056761 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $1,194,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amvets Department Of California Service Foundation
- EIN
- 95-6056761
- Plan number
- 001
- Plan type
- 2
- Location
- Garden Grove, CA
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $1,194,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240924152307NAL0023245904001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,194,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,194,626
- Net assets (BOY)
- $934,740
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $187,145
- Total contributions
- $187,145
- Total income / additions
- $331,703
Expenses & distributions
- Benefits paid
- $56,083
- Administrative expenses
- $15,734
- Total expenses
- $71,817
- Net increase / (decrease)
- $259,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $7,813 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,259 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $2,609 | not reported in the loaded dataset | 2023 |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $2,053 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amvets Department Of California Service Foundation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Garden Grove, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Accelerate Investment Advisors LLC — Schedule C compensation