Vfw Tax Deferred Savings Plan And Trust — Form 5500 plan (Veterans Of Foreign Wars Of The United States)
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, Vfw Tax Deferred Savings Plan And Trust is a benefit plan reported by Veterans Of Foreign Wars Of The United States under EIN 44-0474290 and plan number 002. The latest loaded filing year is 2023. The filing reports 243 participants and $26,992,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Veterans Of Foreign Wars Of The United States
- EIN
- 44-0474290
- Plan number
- 002
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $26,992,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20240904083017NAL0011024099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,992,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,992,410
- Net assets (BOY)
- $25,071,863
Income & contributions
- Employer contributions
- $624,736
- Participant contributions
- $1,117,469
- Total contributions
- $1,746,516
- Total income / additions
- $4,971,541
Expenses & distributions
- Benefits paid
- $2,975,367
- Administrative expenses
- $75,627
- Total expenses
- $3,050,994
- Net increase / (decrease)
- $1,920,547
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Two West Capital Advisors LLC | INVESTMENT ADVISOR | $49,640 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $25,524 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $463 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Veterans Of Foreign Wars Of The United States
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Two West Capital Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation