Plan5500

Amvets Department Of California Service Foundation 401(K) Plan — Form 5500 plan (Amvets Department Of California Service Foundation)

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, Amvets Department Of California Service Foundation 401(K) Plan is a benefit plan reported by Amvets Department Of California Service Foundation under EIN 95-6056761 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $1,194,626 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.2MPlan net assets, end of year$1,194,626
Participants169Covered participants reported
Assets / participant$7.1KComputed: assets ÷ participants$7,069 (computed)
Provider compensation$15.7K4 Schedule C provider row(s)$15,734
Plan sponsor
Amvets Department Of California Service Foundation
EIN
95-6056761
Plan number
001
Plan type
2
Location
Garden Grove, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20240924152307NAL0023245904001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$331.7K
Total expenses$71.8K
Benefits paid / distributions$56.1K
Contributions
Employer$0
Participant$187.1K
Full reported line items

Net assets

Total assets (EOY)
$1,194,626
Total liabilities (EOY)
$0
Net assets (EOY)
$1,194,626
Net assets (BOY)
$934,740

Income & contributions

Employer contributions
$0
Participant contributions
$187,145
Total contributions
$187,145
Total income / additions
$331,703

Expenses & distributions

Benefits paid
$56,083
Administrative expenses
$15,734
Total expenses
$71,817
Net increase / (decrease)
$259,886
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$7,813$02023
Empower Advisory Group, LLCINVESTMENT MGMT$3,259not reported in the loaded dataset2023
Nfp Retirement IncINVESTMENT ADVISOR$2,609not reported in the loaded dataset2023
Accelerate Investment Advisors LLCINVESTMENT ADVISOR$2,053not reported in the loaded dataset2023

Related Form 5500 pages