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).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

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

Employer identification number (EIN): 314332217

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 2019-09-01 DEBRA L ANDERSON 2020-03-03
001 2018-09-01 DEBRA L ANDERSON 2020-02-20
001 2017-09-01 DEBRA L ANDERSON 2019-03-28
001 2017-06-01 ERVIN YODER 2018-08-01
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 2012-03-23 LAWRENCE M MAHER 2012-03-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-09-01	DEBRA L ANDERSON	2020-03-03
001	2018-09-01	DEBRA L ANDERSON	2020-02-20
001	2017-09-01	DEBRA L ANDERSON	2019-03-28
001	2017-06-01	ERVIN YODER	2018-08-01
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	2012-03-23	LAWRENCE M MAHER	2012-03-23

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
2018: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-08-31 1,169,932
Acturial value of plan assets 2018-08-31 1,178,369
Funding target for retired participants and beneficiaries receiving payment 2018-08-31 965,128
Number of terminated vested participants 2018-08-31 1
Fundng target for terminated vested participants 2018-08-31 19,344
Active participant vested funding target 2018-08-31 183,687
Number of active participants 2018-08-31 12
Total funding liabilities for active participants 2018-08-31 193,897
Total participant count 2018-08-31 30
Total funding target for all participants 2018-08-31 1,178,369
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 99,858
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-08-31 105,810
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 55,750
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 54,420
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 21,846
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 21,846
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 21,846
Contributions allocatedtoward minimum required contributions for current year 2018-08-31 54,420
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 1,165,472
Acturial value of plan assets 2017-08-31 1,201,127
Funding target for retired participants and beneficiaries receiving payment 2017-08-31 978,879
Number of terminated vested participants 2017-08-31 2
Fundng target for terminated vested participants 2017-08-31 49,998
Active participant vested funding target 2017-08-31 127,274
Number of active participants 2017-08-31 10
Total funding liabilities for active participants 2017-08-31 172,250
Total participant count 2017-08-31 29
Total funding target for all participants 2017-08-31 1,201,127
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 58,816
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-08-31 62,445
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 2017-08-31 126,367
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 2017-08-31 120,201
Liquidity shortfalls end of Q1 2017-08-31 0
Liquidity shortfalls end of Q2 2017-08-31 0
Liquidity shortfalls end of Q3 2017-08-31 0
Liquidity shortfalls end of Q4 2017-08-31 0
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 20,343
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 20,343
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 20,343
Contributions allocatedtoward minimum required contributions for current year 2017-08-31 120,201
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
2018: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-08-31	1,169,932
Acturial value of plan assets	2018-08-31	1,178,369
Funding target for retired participants and beneficiaries receiving payment	2018-08-31	965,128
Number of terminated vested participants	2018-08-31	1
Fundng target for terminated vested participants	2018-08-31	19,344
Active participant vested funding target	2018-08-31	183,687
Number of active participants	2018-08-31	12
Total funding liabilities for active participants	2018-08-31	193,897
Total participant count	2018-08-31	30
Total funding target for all participants	2018-08-31	1,178,369
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	99,858
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-31	105,810
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	55,750
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	54,420
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	21,846
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	21,846
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	21,846
Contributions allocatedtoward minimum required contributions for current year	2018-08-31	54,420
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	1,165,472
Acturial value of plan assets	2017-08-31	1,201,127
Funding target for retired participants and beneficiaries receiving payment	2017-08-31	978,879
Number of terminated vested participants	2017-08-31	2
Fundng target for terminated vested participants	2017-08-31	49,998
Active participant vested funding target	2017-08-31	127,274
Number of active participants	2017-08-31	10
Total funding liabilities for active participants	2017-08-31	172,250
Total participant count	2017-08-31	29
Total funding target for all participants	2017-08-31	1,201,127
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	58,816
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-08-31	62,445
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	126,367
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	120,201
Liquidity shortfalls end of Q1	2017-08-31	0
Liquidity shortfalls end of Q2	2017-08-31	0
Liquidity shortfalls end of Q3	2017-08-31	0
Liquidity shortfalls end of Q4	2017-08-31	0
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	20,343
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	20,343
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	20,343
Contributions allocatedtoward minimum required contributions for current year	2017-08-31	120,201
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 OHIO, V.F.W.
Employer identification number (EIN):	314332217
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations