Vetsez 401(K) Plan — Form 5500 plan (Veterans Ez Info, Inc.)

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, Vetsez 401(K) Plan is a benefit plan reported by Veterans Ez Info, Inc. under EIN 45-5090104 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $7,803,545 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Veterans Ez Info, Inc.
EIN
45-5090104
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
238
End-of-year plan assets
$7,803,545

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20241008144743NAL0034128610001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,803,545
Total liabilities (EOY)
$0
Net assets (EOY)
$7,803,545
Net assets (BOY)
$4,826,659

Income & contributions

Employer contributions
$836,503
Participant contributions
$1,726,518
Total contributions
$2,861,178
Total income / additions
$3,933,999

Expenses & distributions

Benefits paid
$890,652
Administrative expenses
$55,722
Total expenses
$957,113
Net increase / (decrease)
$2,976,886

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Capital GroupINVESTMENT MANAGER$46,033$02023
Pcs Retirement, LLCCONTRACT ADMINISTRATOR$9,689$02023

Related Form 5500 pages