401k Plan data: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN plan

VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan Name	VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN
Plan identification number	001

VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

DEPARTMENT OF MASSACHUSETTS, V.F.W. has sponsored the creation of one or more 401k plans.

Company Name: DEPARTMENT OF MASSACHUSETTS, V.F.W.

Employer identification number (EIN): 041242419

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-09-01 MARC GARDUNO 2024-03-13
001 2021-09-01 MARC GARDUNO 2023-03-20
001 2020-09-01 MARC GARDUNO 2022-03-22
001 2019-09-01 DEBRA L ANDERSON 2021-03-09
001 2018-09-01 DEBRA L ANDERSON 2020-03-20
001 2017-09-01 DEBRA L ANDERSON 2019-03-26
001 2016-09-01 DEBRA L ANDERSON 2018-03-19
001 2015-09-01 DEBRA L ANDERSON 2017-03-24 DEBRA L ANDERSON 2017-03-24
001 2014-09-01 LAWRENCE M MAHER 2016-03-29 LAWRENCE M MAHER 2016-03-29
001 2013-09-01 ROBERT B GREENE 2015-03-26 ROBERT B GREENE 2015-03-26
001 2012-09-01 ROBERT B GREENE 2014-03-26 ROBERT B GREENE 2014-03-26
001 2011-09-01 ROBERT B GREENE 2013-03-20 ROBERT B GREENE 2013-03-20
001 2010-09-01 LAWRENCE M MAHER 2012-03-26 LAWRENCE M MAHER 2012-03-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-09-01	MARC GARDUNO	2024-03-13
001	2021-09-01	MARC GARDUNO	2023-03-20
001	2020-09-01	MARC GARDUNO	2022-03-22
001	2019-09-01	DEBRA L ANDERSON	2021-03-09
001	2018-09-01	DEBRA L ANDERSON	2020-03-20
001	2017-09-01	DEBRA L ANDERSON	2019-03-26
001	2016-09-01	DEBRA L ANDERSON	2018-03-19
001	2015-09-01	DEBRA L ANDERSON	2017-03-24	DEBRA L ANDERSON	2017-03-24
001	2014-09-01	LAWRENCE M MAHER	2016-03-29	LAWRENCE M MAHER	2016-03-29
001	2013-09-01	ROBERT B GREENE	2015-03-26	ROBERT B GREENE	2015-03-26
001	2012-09-01	ROBERT B GREENE	2014-03-26	ROBERT B GREENE	2014-03-26
001	2011-09-01	ROBERT B GREENE	2013-03-20	ROBERT B GREENE	2013-03-20
001	2010-09-01	LAWRENCE M MAHER	2012-03-26	LAWRENCE M MAHER	2012-03-26

Plan Statistics for VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2023: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2023 401k membership
Market value of plan assets 2023-08-31 362,645
Acturial value of plan assets 2023-08-31 398,909
Funding target for retired participants and beneficiaries receiving payment 2023-08-31 256,018
Number of terminated vested participants 2023-08-31 4
Fundng target for terminated vested participants 2023-08-31 48,768
Active participant vested funding target 2023-08-31 59,169
Number of active participants 2023-08-31 4
Total funding liabilities for active participants 2023-08-31 59,169
Total participant count 2023-08-31 14
Total funding target for all participants 2023-08-31 363,955
Balance at beginning of prior year after applicable adjustments 2023-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-08-31 0
Prefunding balanced used to offset prior years funding requirement 2023-08-31 0
Amount remaining of carryover balance 2023-08-31 0
Amount remaining of prefunding balance 2023-08-31 0
Present value of excess contributions 2023-08-31 17,564
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-08-31 18,500
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-08-31 0
Reductions in caryover balances due to elections or deemed elections 2023-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-08-31 0
Balance of carryovers at beginning of current year 2023-08-31 0
Balance of prefunding at beginning of current year 2023-08-31 0
Total employer contributions 2023-08-31 16,774
Total employee contributions 2023-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-08-31 16,396
Unpaid minimum required contributions for all prior years 2023-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-08-31 0
Remaining amount of unpaid minimum required contributions 2023-08-31 0
Minimum required contributions for current year target normal cost 2023-08-31 12,366
Net shortfall amortization installment of oustanding balance 2023-08-31 0
Waiver amortization installment 2023-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-08-31 0
Additional cash requirement 2023-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2023-08-31 16,396
Unpaid minimum required contributions for current year 2023-08-31 0
Unpaid minimum required contributions for all years 2023-08-31 0
2022: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-08-31 448,675
Acturial value of plan assets 2022-08-31 420,072
Funding target for retired participants and beneficiaries receiving payment 2022-08-31 264,982
Number of terminated vested participants 2022-08-31 1
Fundng target for terminated vested participants 2022-08-31 10,063
Active participant vested funding target 2022-08-31 69,903
Number of active participants 2022-08-31 8
Total funding liabilities for active participants 2022-08-31 76,762
Total participant count 2022-08-31 15
Total funding target for all participants 2022-08-31 351,807
Balance at beginning of prior year after applicable adjustments 2022-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-08-31 0
Prefunding balanced used to offset prior years funding requirement 2022-08-31 0
Amount remaining of carryover balance 2022-08-31 0
Amount remaining of prefunding balance 2022-08-31 0
Present value of excess contributions 2022-08-31 8,995
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-08-31 9,447
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-08-31 0
Reductions in caryover balances due to elections or deemed elections 2022-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-08-31 0
Balance of carryovers at beginning of current year 2022-08-31 0
Balance of prefunding at beginning of current year 2022-08-31 0
Total employer contributions 2022-08-31 17,974
Total employee contributions 2022-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-08-31 17,564
Liquidity shortfalls end of Q1 2022-08-31 0
Liquidity shortfalls end of Q2 2022-08-31 0
Liquidity shortfalls end of Q3 2022-08-31 0
Liquidity shortfalls end of Q4 2022-08-31 0
Unpaid minimum required contributions for all prior years 2022-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-08-31 0
Remaining amount of unpaid minimum required contributions 2022-08-31 0
Minimum required contributions for current year target normal cost 2022-08-31 16,466
Net shortfall amortization installment of oustanding balance 2022-08-31 0
Waiver amortization installment 2022-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-08-31 0
Carryover balance elected to use to offset funding requirement 2022-08-31 0
Prefunding balance elected to use to offset funding requirement 2022-08-31 0
Additional cash requirement 2022-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-08-31 17,564
Unpaid minimum required contributions for current year 2022-08-31 0
Unpaid minimum required contributions for all years 2022-08-31 0
2021: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-08-31 422,713
Acturial value of plan assets 2021-08-31 408,668
Funding target for retired participants and beneficiaries receiving payment 2021-08-31 321,631
Number of terminated vested participants 2021-08-31 1
Fundng target for terminated vested participants 2021-08-31 9,933
Active participant vested funding target 2021-08-31 76,035
Number of active participants 2021-08-31 10
Total funding liabilities for active participants 2021-08-31 82,927
Total participant count 2021-08-31 18
Total funding target for all participants 2021-08-31 414,491
Balance at beginning of prior year after applicable adjustments 2021-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-08-31 0
Prefunding balanced used to offset prior years funding requirement 2021-08-31 0
Amount remaining of carryover balance 2021-08-31 0
Amount remaining of prefunding balance 2021-08-31 0
Present value of excess contributions 2021-08-31 7,033
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-08-31 7,397
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-08-31 0
Reductions in caryover balances due to elections or deemed elections 2021-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-08-31 0
Balance of carryovers at beginning of current year 2021-08-31 0
Balance of prefunding at beginning of current year 2021-08-31 0
Total employer contributions 2021-08-31 33,140
Total employee contributions 2021-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-08-31 32,436
Liquidity shortfalls end of Q1 2021-08-31 0
Liquidity shortfalls end of Q2 2021-08-31 0
Liquidity shortfalls end of Q3 2021-08-31 0
Liquidity shortfalls end of Q4 2021-08-31 0
Unpaid minimum required contributions for all prior years 2021-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-08-31 0
Remaining amount of unpaid minimum required contributions 2021-08-31 0
Minimum required contributions for current year target normal cost 2021-08-31 22,304
Net shortfall amortization installment of oustanding balance 2021-08-31 5,823
Waiver amortization installment 2021-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-08-31 23,441
Carryover balance elected to use to offset funding requirement 2021-08-31 0
Prefunding balance elected to use to offset funding requirement 2021-08-31 0
Additional cash requirement 2021-08-31 23,441
Contributions allocatedtoward minimum required contributions for current year 2021-08-31 32,436
Unpaid minimum required contributions for current year 2021-08-31 0
Unpaid minimum required contributions for all years 2021-08-31 0
2020: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-08-31 385,197
Acturial value of plan assets 2020-08-31 386,368
Funding target for retired participants and beneficiaries receiving payment 2020-08-31 332,388
Number of terminated vested participants 2020-08-31 1
Fundng target for terminated vested participants 2020-08-31 9,684
Active participant vested funding target 2020-08-31 25,170
Number of active participants 2020-08-31 8
Total funding liabilities for active participants 2020-08-31 54,264
Total participant count 2020-08-31 16
Total funding target for all participants 2020-08-31 396,336
Balance at beginning of prior year after applicable adjustments 2020-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-08-31 0
Prefunding balanced used to offset prior years funding requirement 2020-08-31 0
Amount remaining of carryover balance 2020-08-31 0
Amount remaining of prefunding balance 2020-08-31 0
Present value of excess contributions 2020-08-31 11,529
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-08-31 12,143
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-08-31 0
Reductions in caryover balances due to elections or deemed elections 2020-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-08-31 0
Balance of carryovers at beginning of current year 2020-08-31 0
Balance of prefunding at beginning of current year 2020-08-31 0
Total employer contributions 2020-08-31 28,679
Total employee contributions 2020-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-08-31 27,984
Unpaid minimum required contributions for all prior years 2020-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-08-31 0
Remaining amount of unpaid minimum required contributions 2020-08-31 0
Minimum required contributions for current year target normal cost 2020-08-31 19,331
Net shortfall amortization installment of oustanding balance 2020-08-31 9,968
Waiver amortization installment 2020-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-08-31 20,951
Carryover balance elected to use to offset funding requirement 2020-08-31 0
Prefunding balance elected to use to offset funding requirement 2020-08-31 0
Additional cash requirement 2020-08-31 20,951
Contributions allocatedtoward minimum required contributions for current year 2020-08-31 27,984
Unpaid minimum required contributions for current year 2020-08-31 0
Unpaid minimum required contributions for all years 2020-08-31 0
2019: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-08-31 388,678
Acturial value of plan assets 2019-08-31 389,358
Funding target for retired participants and beneficiaries receiving payment 2019-08-31 329,203
Number of terminated vested participants 2019-08-31 1
Fundng target for terminated vested participants 2019-08-31 9,401
Active participant vested funding target 2019-08-31 21,208
Number of active participants 2019-08-31 3
Total funding liabilities for active participants 2019-08-31 26,819
Total participant count 2019-08-31 11
Total funding target for all participants 2019-08-31 365,423
Balance at beginning of prior year after applicable adjustments 2019-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-08-31 0
Prefunding balanced used to offset prior years funding requirement 2019-08-31 0
Amount remaining of carryover balance 2019-08-31 0
Amount remaining of prefunding balance 2019-08-31 0
Present value of excess contributions 2019-08-31 10,800
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-08-31 11,403
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-08-31 0
Reductions in caryover balances due to elections or deemed elections 2019-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-08-31 0
Balance of carryovers at beginning of current year 2019-08-31 0
Balance of prefunding at beginning of current year 2019-08-31 0
Total employer contributions 2019-08-31 11,789
Total employee contributions 2019-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-08-31 11,529
Unpaid minimum required contributions for all prior years 2019-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-08-31 0
Remaining amount of unpaid minimum required contributions 2019-08-31 0
Minimum required contributions for current year target normal cost 2019-08-31 7,545
Net shortfall amortization installment of oustanding balance 2019-08-31 0
Waiver amortization installment 2019-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-08-31 0
Carryover balance elected to use to offset funding requirement 2019-08-31 0
Prefunding balance elected to use to offset funding requirement 2019-08-31 0
Additional cash requirement 2019-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-08-31 11,529
Unpaid minimum required contributions for current year 2019-08-31 0
Unpaid minimum required contributions for all years 2019-08-31 0
2018: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-08-31 397,759
Acturial value of plan assets 2018-08-31 400,766
Funding target for retired participants and beneficiaries receiving payment 2018-08-31 335,501
Number of terminated vested participants 2018-08-31 1
Fundng target for terminated vested participants 2018-08-31 9,138
Active participant vested funding target 2018-08-31 25,433
Number of active participants 2018-08-31 3
Total funding liabilities for active participants 2018-08-31 27,023
Total participant count 2018-08-31 11
Total funding target for all participants 2018-08-31 371,662
Balance at beginning of prior year after applicable adjustments 2018-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-08-31 0
Prefunding balanced used to offset prior years funding requirement 2018-08-31 0
Amount remaining of carryover balance 2018-08-31 0
Amount remaining of prefunding balance 2018-08-31 0
Present value of excess contributions 2018-08-31 11,004
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-08-31 11,641
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-08-31 0
Reductions in caryover balances due to elections or deemed elections 2018-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-08-31 0
Balance of carryovers at beginning of current year 2018-08-31 0
Balance of prefunding at beginning of current year 2018-08-31 0
Total employer contributions 2018-08-31 11,059
Total employee contributions 2018-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-08-31 10,800
Unpaid minimum required contributions for all prior years 2018-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-08-31 0
Remaining amount of unpaid minimum required contributions 2018-08-31 0
Minimum required contributions for current year target normal cost 2018-08-31 5,405
Net shortfall amortization installment of oustanding balance 2018-08-31 0
Waiver amortization installment 2018-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-08-31 0
Carryover balance elected to use to offset funding requirement 2018-08-31 0
Prefunding balance elected to use to offset funding requirement 2018-08-31 0
Additional cash requirement 2018-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-08-31 10,800
Unpaid minimum required contributions for current year 2018-08-31 0
Unpaid minimum required contributions for all years 2018-08-31 0
2017: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-08-31 411,179
Acturial value of plan assets 2017-08-31 424,433
Funding target for retired participants and beneficiaries receiving payment 2017-08-31 341,326
Number of terminated vested participants 2017-08-31 1
Fundng target for terminated vested participants 2017-08-31 8,939
Active participant vested funding target 2017-08-31 23,091
Number of active participants 2017-08-31 3
Total funding liabilities for active participants 2017-08-31 27,420
Total participant count 2017-08-31 11
Total funding target for all participants 2017-08-31 377,685
Balance at beginning of prior year after applicable adjustments 2017-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-08-31 0
Prefunding balanced used to offset prior years funding requirement 2017-08-31 0
Amount remaining of carryover balance 2017-08-31 0
Amount remaining of prefunding balance 2017-08-31 0
Present value of excess contributions 2017-08-31 7,628
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-08-31 8,087
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-08-31 0
Reductions in caryover balances due to elections or deemed elections 2017-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-08-31 0
Balance of carryovers at beginning of current year 2017-08-31 0
Balance of prefunding at beginning of current year 2017-08-31 0
Total employer contributions 2017-08-31 11,279
Total employee contributions 2017-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-08-31 11,004
Unpaid minimum required contributions for all prior years 2017-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-08-31 0
Remaining amount of unpaid minimum required contributions 2017-08-31 0
Minimum required contributions for current year target normal cost 2017-08-31 6,779
Net shortfall amortization installment of oustanding balance 2017-08-31 0
Waiver amortization installment 2017-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-08-31 0
Carryover balance elected to use to offset funding requirement 2017-08-31 0
Prefunding balance elected to use to offset funding requirement 2017-08-31 0
Additional cash requirement 2017-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-08-31 11,004
Unpaid minimum required contributions for current year 2017-08-31 0
Unpaid minimum required contributions for all years 2017-08-31 0

Measure	Date	Value
2023: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2023 401k membership
Market value of plan assets	2023-08-31	362,645
Acturial value of plan assets	2023-08-31	398,909
Funding target for retired participants and beneficiaries receiving payment	2023-08-31	256,018
Number of terminated vested participants	2023-08-31	4
Fundng target for terminated vested participants	2023-08-31	48,768
Active participant vested funding target	2023-08-31	59,169
Number of active participants	2023-08-31	4
Total funding liabilities for active participants	2023-08-31	59,169
Total participant count	2023-08-31	14
Total funding target for all participants	2023-08-31	363,955
Balance at beginning of prior year after applicable adjustments	2023-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-08-31	0
Prefunding balanced used to offset prior years funding requirement	2023-08-31	0
Amount remaining of carryover balance	2023-08-31	0
Amount remaining of prefunding balance	2023-08-31	0
Present value of excess contributions	2023-08-31	17,564
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-08-31	18,500
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-08-31	0
Reductions in caryover balances due to elections or deemed elections	2023-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-08-31	0
Balance of carryovers at beginning of current year	2023-08-31	0
Balance of prefunding at beginning of current year	2023-08-31	0
Total employer contributions	2023-08-31	16,774
Total employee contributions	2023-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-08-31	16,396
Unpaid minimum required contributions for all prior years	2023-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-08-31	0
Remaining amount of unpaid minimum required contributions	2023-08-31	0
Minimum required contributions for current year target normal cost	2023-08-31	12,366
Net shortfall amortization installment of oustanding balance	2023-08-31	0
Waiver amortization installment	2023-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-08-31	0
Additional cash requirement	2023-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2023-08-31	16,396
Unpaid minimum required contributions for current year	2023-08-31	0
Unpaid minimum required contributions for all years	2023-08-31	0
2022: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-08-31	448,675
Acturial value of plan assets	2022-08-31	420,072
Funding target for retired participants and beneficiaries receiving payment	2022-08-31	264,982
Number of terminated vested participants	2022-08-31	1
Fundng target for terminated vested participants	2022-08-31	10,063
Active participant vested funding target	2022-08-31	69,903
Number of active participants	2022-08-31	8
Total funding liabilities for active participants	2022-08-31	76,762
Total participant count	2022-08-31	15
Total funding target for all participants	2022-08-31	351,807
Balance at beginning of prior year after applicable adjustments	2022-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-08-31	0
Prefunding balanced used to offset prior years funding requirement	2022-08-31	0
Amount remaining of carryover balance	2022-08-31	0
Amount remaining of prefunding balance	2022-08-31	0
Present value of excess contributions	2022-08-31	8,995
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-08-31	9,447
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-08-31	0
Reductions in caryover balances due to elections or deemed elections	2022-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-08-31	0
Balance of carryovers at beginning of current year	2022-08-31	0
Balance of prefunding at beginning of current year	2022-08-31	0
Total employer contributions	2022-08-31	17,974
Total employee contributions	2022-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-08-31	17,564
Liquidity shortfalls end of Q1	2022-08-31	0
Liquidity shortfalls end of Q2	2022-08-31	0
Liquidity shortfalls end of Q3	2022-08-31	0
Liquidity shortfalls end of Q4	2022-08-31	0
Unpaid minimum required contributions for all prior years	2022-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-08-31	0
Remaining amount of unpaid minimum required contributions	2022-08-31	0
Minimum required contributions for current year target normal cost	2022-08-31	16,466
Net shortfall amortization installment of oustanding balance	2022-08-31	0
Waiver amortization installment	2022-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-08-31	0
Carryover balance elected to use to offset funding requirement	2022-08-31	0
Prefunding balance elected to use to offset funding requirement	2022-08-31	0
Additional cash requirement	2022-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-08-31	17,564
Unpaid minimum required contributions for current year	2022-08-31	0
Unpaid minimum required contributions for all years	2022-08-31	0
2021: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-08-31	422,713
Acturial value of plan assets	2021-08-31	408,668
Funding target for retired participants and beneficiaries receiving payment	2021-08-31	321,631
Number of terminated vested participants	2021-08-31	1
Fundng target for terminated vested participants	2021-08-31	9,933
Active participant vested funding target	2021-08-31	76,035
Number of active participants	2021-08-31	10
Total funding liabilities for active participants	2021-08-31	82,927
Total participant count	2021-08-31	18
Total funding target for all participants	2021-08-31	414,491
Balance at beginning of prior year after applicable adjustments	2021-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-08-31	0
Prefunding balanced used to offset prior years funding requirement	2021-08-31	0
Amount remaining of carryover balance	2021-08-31	0
Amount remaining of prefunding balance	2021-08-31	0
Present value of excess contributions	2021-08-31	7,033
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-08-31	7,397
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-08-31	0
Reductions in caryover balances due to elections or deemed elections	2021-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-08-31	0
Balance of carryovers at beginning of current year	2021-08-31	0
Balance of prefunding at beginning of current year	2021-08-31	0
Total employer contributions	2021-08-31	33,140
Total employee contributions	2021-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-08-31	32,436
Liquidity shortfalls end of Q1	2021-08-31	0
Liquidity shortfalls end of Q2	2021-08-31	0
Liquidity shortfalls end of Q3	2021-08-31	0
Liquidity shortfalls end of Q4	2021-08-31	0
Unpaid minimum required contributions for all prior years	2021-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-08-31	0
Remaining amount of unpaid minimum required contributions	2021-08-31	0
Minimum required contributions for current year target normal cost	2021-08-31	22,304
Net shortfall amortization installment of oustanding balance	2021-08-31	5,823
Waiver amortization installment	2021-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-08-31	23,441
Carryover balance elected to use to offset funding requirement	2021-08-31	0
Prefunding balance elected to use to offset funding requirement	2021-08-31	0
Additional cash requirement	2021-08-31	23,441
Contributions allocatedtoward minimum required contributions for current year	2021-08-31	32,436
Unpaid minimum required contributions for current year	2021-08-31	0
Unpaid minimum required contributions for all years	2021-08-31	0
2020: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-08-31	385,197
Acturial value of plan assets	2020-08-31	386,368
Funding target for retired participants and beneficiaries receiving payment	2020-08-31	332,388
Number of terminated vested participants	2020-08-31	1
Fundng target for terminated vested participants	2020-08-31	9,684
Active participant vested funding target	2020-08-31	25,170
Number of active participants	2020-08-31	8
Total funding liabilities for active participants	2020-08-31	54,264
Total participant count	2020-08-31	16
Total funding target for all participants	2020-08-31	396,336
Balance at beginning of prior year after applicable adjustments	2020-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-08-31	0
Prefunding balanced used to offset prior years funding requirement	2020-08-31	0
Amount remaining of carryover balance	2020-08-31	0
Amount remaining of prefunding balance	2020-08-31	0
Present value of excess contributions	2020-08-31	11,529
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-31	12,143
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-08-31	0
Reductions in caryover balances due to elections or deemed elections	2020-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-08-31	0
Balance of carryovers at beginning of current year	2020-08-31	0
Balance of prefunding at beginning of current year	2020-08-31	0
Total employer contributions	2020-08-31	28,679
Total employee contributions	2020-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-08-31	27,984
Unpaid minimum required contributions for all prior years	2020-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-08-31	0
Remaining amount of unpaid minimum required contributions	2020-08-31	0
Minimum required contributions for current year target normal cost	2020-08-31	19,331
Net shortfall amortization installment of oustanding balance	2020-08-31	9,968
Waiver amortization installment	2020-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-08-31	20,951
Carryover balance elected to use to offset funding requirement	2020-08-31	0
Prefunding balance elected to use to offset funding requirement	2020-08-31	0
Additional cash requirement	2020-08-31	20,951
Contributions allocatedtoward minimum required contributions for current year	2020-08-31	27,984
Unpaid minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for all years	2020-08-31	0
2019: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-08-31	388,678
Acturial value of plan assets	2019-08-31	389,358
Funding target for retired participants and beneficiaries receiving payment	2019-08-31	329,203
Number of terminated vested participants	2019-08-31	1
Fundng target for terminated vested participants	2019-08-31	9,401
Active participant vested funding target	2019-08-31	21,208
Number of active participants	2019-08-31	3
Total funding liabilities for active participants	2019-08-31	26,819
Total participant count	2019-08-31	11
Total funding target for all participants	2019-08-31	365,423
Balance at beginning of prior year after applicable adjustments	2019-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-08-31	0
Prefunding balanced used to offset prior years funding requirement	2019-08-31	0
Amount remaining of carryover balance	2019-08-31	0
Amount remaining of prefunding balance	2019-08-31	0
Present value of excess contributions	2019-08-31	10,800
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-08-31	11,403
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-08-31	0
Reductions in caryover balances due to elections or deemed elections	2019-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-08-31	0
Balance of carryovers at beginning of current year	2019-08-31	0
Balance of prefunding at beginning of current year	2019-08-31	0
Total employer contributions	2019-08-31	11,789
Total employee contributions	2019-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-08-31	11,529
Unpaid minimum required contributions for all prior years	2019-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-08-31	0
Remaining amount of unpaid minimum required contributions	2019-08-31	0
Minimum required contributions for current year target normal cost	2019-08-31	7,545
Net shortfall amortization installment of oustanding balance	2019-08-31	0
Waiver amortization installment	2019-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-08-31	0
Carryover balance elected to use to offset funding requirement	2019-08-31	0
Prefunding balance elected to use to offset funding requirement	2019-08-31	0
Additional cash requirement	2019-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-08-31	11,529
Unpaid minimum required contributions for current year	2019-08-31	0
Unpaid minimum required contributions for all years	2019-08-31	0
2018: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-08-31	397,759
Acturial value of plan assets	2018-08-31	400,766
Funding target for retired participants and beneficiaries receiving payment	2018-08-31	335,501
Number of terminated vested participants	2018-08-31	1
Fundng target for terminated vested participants	2018-08-31	9,138
Active participant vested funding target	2018-08-31	25,433
Number of active participants	2018-08-31	3
Total funding liabilities for active participants	2018-08-31	27,023
Total participant count	2018-08-31	11
Total funding target for all participants	2018-08-31	371,662
Balance at beginning of prior year after applicable adjustments	2018-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-08-31	0
Prefunding balanced used to offset prior years funding requirement	2018-08-31	0
Amount remaining of carryover balance	2018-08-31	0
Amount remaining of prefunding balance	2018-08-31	0
Present value of excess contributions	2018-08-31	11,004
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-31	11,641
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-08-31	0
Reductions in caryover balances due to elections or deemed elections	2018-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-08-31	0
Balance of carryovers at beginning of current year	2018-08-31	0
Balance of prefunding at beginning of current year	2018-08-31	0
Total employer contributions	2018-08-31	11,059
Total employee contributions	2018-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-31	10,800
Unpaid minimum required contributions for all prior years	2018-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-08-31	0
Remaining amount of unpaid minimum required contributions	2018-08-31	0
Minimum required contributions for current year target normal cost	2018-08-31	5,405
Net shortfall amortization installment of oustanding balance	2018-08-31	0
Waiver amortization installment	2018-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-08-31	0
Carryover balance elected to use to offset funding requirement	2018-08-31	0
Prefunding balance elected to use to offset funding requirement	2018-08-31	0
Additional cash requirement	2018-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-08-31	10,800
Unpaid minimum required contributions for current year	2018-08-31	0
Unpaid minimum required contributions for all years	2018-08-31	0
2017: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-08-31	411,179
Acturial value of plan assets	2017-08-31	424,433
Funding target for retired participants and beneficiaries receiving payment	2017-08-31	341,326
Number of terminated vested participants	2017-08-31	1
Fundng target for terminated vested participants	2017-08-31	8,939
Active participant vested funding target	2017-08-31	23,091
Number of active participants	2017-08-31	3
Total funding liabilities for active participants	2017-08-31	27,420
Total participant count	2017-08-31	11
Total funding target for all participants	2017-08-31	377,685
Balance at beginning of prior year after applicable adjustments	2017-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-08-31	0
Prefunding balanced used to offset prior years funding requirement	2017-08-31	0
Amount remaining of carryover balance	2017-08-31	0
Amount remaining of prefunding balance	2017-08-31	0
Present value of excess contributions	2017-08-31	7,628
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-08-31	8,087
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-08-31	0
Reductions in caryover balances due to elections or deemed elections	2017-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-08-31	0
Balance of carryovers at beginning of current year	2017-08-31	0
Balance of prefunding at beginning of current year	2017-08-31	0
Total employer contributions	2017-08-31	11,279
Total employee contributions	2017-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-08-31	11,004
Unpaid minimum required contributions for all prior years	2017-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-08-31	0
Remaining amount of unpaid minimum required contributions	2017-08-31	0
Minimum required contributions for current year target normal cost	2017-08-31	6,779
Net shortfall amortization installment of oustanding balance	2017-08-31	0
Waiver amortization installment	2017-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-08-31	0
Carryover balance elected to use to offset funding requirement	2017-08-31	0
Prefunding balance elected to use to offset funding requirement	2017-08-31	0
Additional cash requirement	2017-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-08-31	11,004
Unpaid minimum required contributions for current year	2017-08-31	0
Unpaid minimum required contributions for all years	2017-08-31	0

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Company Name:	DEPARTMENT OF MASSACHUSETTS, V.F.W.
Employer identification number (EIN):	041242419
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations