Southern Ca Retail Merchants' League Veba Trust — Form 5500 plan (Southern Ca Retail Merchants' League Veba Trust)
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 Retail Merchants' League Veba Trust is a benefit plan reported by Southern Ca Retail Merchants' League Veba Trust under EIN 95-4104216 and plan number 501. The latest loaded filing year is 2023. The filing reports 6 participants and $2,828,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Ca Retail Merchants' League Veba Trust
- EIN
- 95-4104216
- Plan number
- 501
- Plan type
- 3
- Location
- West Hills, CA
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $2,828,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20250226005159NAL0000183137001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,828,966
- Total liabilities (EOY)
- $201,034
- Net assets (EOY)
- $2,627,932
- Net assets (BOY)
- $2,584,350
Income & contributions
- Total income / additions
- $63,069
Expenses & distributions
- Administrative expenses
- $19,487
- Total expenses
- $19,487
- Net increase / (decrease)
- $43,582
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.