Southern Ca Retail Merchants' League Veba Trust — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Southern Ca Retail Merchants' League Veba Trust (EIN 95-4104216) is a plan sponsor located in West Hills, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-4104216
Location
West Hills, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,828,966
Total reported liabilities (EOY)
$201,034
Total reported net assets (EOY)
$2,627,932

Contributions & income

Total income / additions
$63,069

Expenses & distributions

Total expenses
$19,487
Net increase / (decrease)
$43,582

Coverage

Total reported participants
6
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Southern Ca Retail Merchants' League Veba Trust plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Southern Ca Retail Merchants' League Veba Trust5016$2,828,9662023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Southern Ca Retail Merchants' League Veba Trust
YearPlanParticipantsSchedulesFiling
2023Southern Ca Retail Merchants' League Veba Trust6I20250226005159NAL0000183137001

Related Form 5500 pages