2023 Form 5500 filing — Veterans Medical Research Foundation Retirement 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 20250414174502NAL0002102673001) for Veterans Medical Research Foundation Retirement Plan, reported by Veterans Medical Research Foundation under EIN 33-0189397 and plan number 001. It reports 404 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)$40.1MReported net assets$40,100,374
Participants404
Provider compensation$49K1 Schedule C row(s)$48,983
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250414174502NAL0002102673001
Plan sponsor
Veterans Medical Research Foundation
EIN
33-0189397
Plan number
001
Location
San Digeo, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$40.1M total assets
Net assets$40.1MLiabilities$0
Money in vs. money out
Total income / additions$6.1M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$362.4K
Participant$364.3K
Full reported line items
Total assets (EOY)
$40,100,374
Total liabilities (EOY)
$0
Net assets (EOY)
$40,100,374
Employer contributions
$362,410
Participant contributions
$364,289
Total income / additions
$6,086,332
Benefits paid
$1,661,565
Administrative expenses
$48,683
Total expenses
$1,710,248
Net increase / (decrease)
$4,376,084
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$49K
    RECORDKEEPER · Direct $49K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250414174502NAL0002102673001 cover?
It is the 2023 Form 5500 filing for Veterans Medical Research Foundation Retirement Plan, reported by Veterans Medical Research Foundation (EIN 33-0189397).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages