2023 Form 5500 filing — Amvets Department Of California Service Foundation 401(K) Plan
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 20240924152307NAL0023245904001) for Amvets Department Of California Service Foundation 401(K) Plan, reported by Amvets Department Of California Service Foundation under EIN 95-6056761 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.2MReported net assets$1,194,626
Participants169
Provider compensation$15.7K4 Schedule C row(s)$15,734
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924152307NAL0023245904001
- Plan sponsor
- Amvets Department Of California Service Foundation
- EIN
- 95-6056761
- Plan number
- 001
- Location
- Garden Grove, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,194,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,194,626
- Employer contributions
- $0
- Participant contributions
- $187,145
- Total income / additions
- $331,703
- Benefits paid
- $56,083
- Administrative expenses
- $15,734
- Total expenses
- $71,817
- Net increase / (decrease)
- $259,886
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $7,813 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,259 | not reported in the loaded dataset |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $2,609 | not reported in the loaded dataset |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $2,053 | not reported in the loaded dataset |