2023 Form 5500 filing — Vetsez 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 20241008144743NAL0034128610001) for Vetsez 401(K) Plan, reported by Veterans Ez Info, Inc. under EIN 45-5090104 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008144743NAL0034128610001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Veterans Ez Info, Inc.
- EIN
- 45-5090104
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,803,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,803,545
- Employer contributions
- $836,503
- Participant contributions
- $1,726,518
- Total income / additions
- $3,933,999
- Benefits paid
- $890,652
- Administrative expenses
- $55,722
- Total expenses
- $957,113
- Net increase / (decrease)
- $2,976,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Capital Group | INVESTMENT MANAGER | $46,033 | $0 |
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $9,689 | $0 |