Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc Trust — Form 5500 plan (Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc)
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, Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc Trust is a benefit plan reported by Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc under EIN 95-4104209 and plan number 501. The latest loaded filing year is 2023. The filing reports 7 participants and $8,484,656 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc
- EIN
- 95-4104209
- Plan number
- 501
- Plan type
- 3
- Location
- West Hills, CA
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $8,484,656
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20250226012918NAL0000243330001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,484,656
- Total liabilities (EOY)
- $518,923
- Net assets (EOY)
- $7,965,733
- Net assets (BOY)
- $7,938,768
Income & contributions
- Total income / additions
- $84,230
Expenses & distributions
- Administrative expenses
- $57,265
- Total expenses
- $57,265
- Net increase / (decrease)
- $26,965
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.