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

Plan NameVETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined 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 INDIANA, V.F.W. has sponsored the creation of one or more 401k plans.

Company Name:DEPARTMENT OF INDIANA, V.F.W.
Employer identification number (EIN):356042820
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 SignedName of Company SponsorDate Sponsor Signed
0012022-09-01MARC GARDUNO2024-03-13
0012021-09-01MARC GARDUNO2023-03-16
0012020-09-01MARC GARDUNO2022-03-22
0012019-09-01DEBRA L ANDERSON2021-03-09
0012018-09-01DEBRA L ANDERSON2020-03-20
0012017-09-01DEBRA L ANDERSON2019-03-26
0012016-09-01DEBRA L ANDERSON2018-03-19
0012015-09-01DEBRA L ANDERSON2017-03-24 DEBRA L ANDERSON2017-03-24
0012014-09-01LAWRENCE M MAHER2016-03-29 LAWRENCE M MAHER2016-03-29
0012013-09-01ROBERT B GREENE2015-03-26 ROBERT B GREENE2015-03-26
0012012-09-01ROBERT B GREENE2014-03-26 ROBERT B GREENE2014-03-26
0012011-09-01ROBERT B GREENE2013-03-20 ROBERT B GREENE2013-03-20
0012010-09-01LAWRENCE M MAHER2012-03-26 LAWRENCE M MAHER2012-03-26

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 assets2023-08-31575,674
Acturial value of plan assets2023-08-31633,241
Funding target for retired participants and beneficiaries receiving payment2023-08-31629,903
Number of terminated vested participants2023-08-312
Fundng target for terminated vested participants2023-08-3113,238
Active participant vested funding target2023-08-310
Number of active participants2023-08-315
Total funding liabilities for active participants2023-08-312,064
Total participant count2023-08-3115
Total funding target for all participants2023-08-31645,205
Balance at beginning of prior year after applicable adjustments2023-08-310
Prefunding balance at beginning of prior year after applicable adjustments2023-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2023-08-310
Prefunding balanced used to offset prior years funding requirement2023-08-310
Amount remaining of carryover balance2023-08-310
Amount remaining of prefunding balance2023-08-310
Present value of excess contributions2023-08-3113,853
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-08-3114,602
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-08-310
Reductions in caryover balances due to elections or deemed elections2023-08-310
Reductions in prefunding balances due to elections or deemed elections2023-08-310
Balance of carryovers at beginning of current year2023-08-310
Balance of prefunding at beginning of current year2023-08-310
Total employer contributions2023-08-3123,637
Total employee contributions2023-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-08-310
Contributions made to avoid restrictions adjusted to valuation date2023-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-08-3123,099
Unpaid minimum required contributions for all prior years2023-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-08-310
Remaining amount of unpaid minimum required contributions2023-08-310
Minimum required contributions for current year target normal cost2023-08-319,853
Net shortfall amortization installment of oustanding balance2023-08-3111,964
Waiver amortization installment2023-08-310
Total funding amount beforereflecting carryover/prefunding balances2023-08-3110,959
Carryover balance elected to use to offset funding requirement2023-08-310
Prefunding balance elected to use to offset funding requirement2023-08-310
Additional cash requirement2023-08-3110,959
Contributions allocatedtoward minimum required contributions for current year2023-08-3123,099
Unpaid minimum required contributions for current year2023-08-310
Unpaid minimum required contributions for all years2023-08-310
2022: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-08-31742,368
Acturial value of plan assets2022-08-31694,970
Funding target for retired participants and beneficiaries receiving payment2022-08-31642,581
Number of terminated vested participants2022-08-311
Fundng target for terminated vested participants2022-08-318,512
Active participant vested funding target2022-08-313,010
Number of active participants2022-08-313
Total funding liabilities for active participants2022-08-313,010
Total participant count2022-08-3112
Total funding target for all participants2022-08-31654,103
Balance at beginning of prior year after applicable adjustments2022-08-310
Prefunding balance at beginning of prior year after applicable adjustments2022-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-08-310
Prefunding balanced used to offset prior years funding requirement2022-08-310
Amount remaining of carryover balance2022-08-310
Amount remaining of prefunding balance2022-08-310
Present value of excess contributions2022-08-3115,484
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-08-3116,283
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-08-310
Reductions in caryover balances due to elections or deemed elections2022-08-310
Reductions in prefunding balances due to elections or deemed elections2022-08-310
Balance of carryovers at beginning of current year2022-08-310
Balance of prefunding at beginning of current year2022-08-310
Total employer contributions2022-08-3114,181
Total employee contributions2022-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-08-310
Contributions made to avoid restrictions adjusted to valuation date2022-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-08-3113,853
Liquidity shortfalls end of Q12022-08-310
Liquidity shortfalls end of Q22022-08-310
Liquidity shortfalls end of Q32022-08-310
Liquidity shortfalls end of Q42022-08-310
Unpaid minimum required contributions for all prior years2022-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-08-310
Remaining amount of unpaid minimum required contributions2022-08-310
Minimum required contributions for current year target normal cost2022-08-314,212
Net shortfall amortization installment of oustanding balance2022-08-310
Waiver amortization installment2022-08-310
Total funding amount beforereflecting carryover/prefunding balances2022-08-310
Carryover balance elected to use to offset funding requirement2022-08-310
Prefunding balance elected to use to offset funding requirement2022-08-310
Additional cash requirement2022-08-310
Contributions allocatedtoward minimum required contributions for current year2022-08-3113,853
Unpaid minimum required contributions for current year2022-08-310
Unpaid minimum required contributions for all years2022-08-310
2021: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-08-31706,979
Acturial value of plan assets2021-08-31683,528
Funding target for retired participants and beneficiaries receiving payment2021-08-31676,013
Number of terminated vested participants2021-08-311
Fundng target for terminated vested participants2021-08-3118,036
Active participant vested funding target2021-08-3111,240
Number of active participants2021-08-314
Total funding liabilities for active participants2021-08-3113,779
Total participant count2021-08-3113
Total funding target for all participants2021-08-31707,828
Balance at beginning of prior year after applicable adjustments2021-08-310
Prefunding balance at beginning of prior year after applicable adjustments2021-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-08-310
Prefunding balanced used to offset prior years funding requirement2021-08-310
Amount remaining of carryover balance2021-08-310
Amount remaining of prefunding balance2021-08-310
Present value of excess contributions2021-08-3114,256
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-08-3115,016
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-08-310
Reductions in caryover balances due to elections or deemed elections2021-08-310
Reductions in prefunding balances due to elections or deemed elections2021-08-310
Balance of carryovers at beginning of current year2021-08-310
Balance of prefunding at beginning of current year2021-08-310
Total employer contributions2021-08-3128,690
Total employee contributions2021-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-08-310
Contributions made to avoid restrictions adjusted to valuation date2021-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-08-3127,717
Liquidity shortfalls end of Q12021-08-310
Liquidity shortfalls end of Q22021-08-310
Liquidity shortfalls end of Q32021-08-310
Liquidity shortfalls end of Q42021-08-310
Unpaid minimum required contributions for all prior years2021-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-08-310
Remaining amount of unpaid minimum required contributions2021-08-310
Minimum required contributions for current year target normal cost2021-08-318,113
Net shortfall amortization installment of oustanding balance2021-08-3124,300
Waiver amortization installment2021-08-310
Total funding amount beforereflecting carryover/prefunding balances2021-08-3112,233
Carryover balance elected to use to offset funding requirement2021-08-310
Prefunding balance elected to use to offset funding requirement2021-08-310
Additional cash requirement2021-08-3112,233
Contributions allocatedtoward minimum required contributions for current year2021-08-3127,717
Unpaid minimum required contributions for current year2021-08-310
Unpaid minimum required contributions for all years2021-08-310
2020: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-08-31715,675
Acturial value of plan assets2020-08-31717,823
Funding target for retired participants and beneficiaries receiving payment2020-08-31686,988
Number of terminated vested participants2020-08-312
Fundng target for terminated vested participants2020-08-3117,585
Active participant vested funding target2020-08-3120,353
Number of active participants2020-08-314
Total funding liabilities for active participants2020-08-3122,758
Total participant count2020-08-3114
Total funding target for all participants2020-08-31727,331
Balance at beginning of prior year after applicable adjustments2020-08-310
Prefunding balance at beginning of prior year after applicable adjustments2020-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-08-310
Prefunding balanced used to offset prior years funding requirement2020-08-310
Amount remaining of carryover balance2020-08-310
Amount remaining of prefunding balance2020-08-310
Present value of excess contributions2020-08-3121,903
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-08-3123,108
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-08-310
Reductions in caryover balances due to elections or deemed elections2020-08-310
Reductions in prefunding balances due to elections or deemed elections2020-08-310
Balance of carryovers at beginning of current year2020-08-310
Balance of prefunding at beginning of current year2020-08-310
Total employer contributions2020-08-3124,331
Total employee contributions2020-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-08-310
Contributions made to avoid restrictions adjusted to valuation date2020-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-08-3123,815
Unpaid minimum required contributions for all prior years2020-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-08-310
Remaining amount of unpaid minimum required contributions2020-08-310
Minimum required contributions for current year target normal cost2020-08-318,014
Net shortfall amortization installment of oustanding balance2020-08-319,508
Waiver amortization installment2020-08-310
Total funding amount beforereflecting carryover/prefunding balances2020-08-319,559
Carryover balance elected to use to offset funding requirement2020-08-310
Prefunding balance elected to use to offset funding requirement2020-08-310
Additional cash requirement2020-08-319,559
Contributions allocatedtoward minimum required contributions for current year2020-08-3123,815
Unpaid minimum required contributions for current year2020-08-310
Unpaid minimum required contributions for all years2020-08-310
2019: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-08-31713,720
Acturial value of plan assets2019-08-31714,924
Funding target for retired participants and beneficiaries receiving payment2019-08-31627,476
Number of terminated vested participants2019-08-312
Fundng target for terminated vested participants2019-08-3169,132
Active participant vested funding target2019-08-317,551
Number of active participants2019-08-314
Total funding liabilities for active participants2019-08-3113,164
Total participant count2019-08-3113
Total funding target for all participants2019-08-31709,772
Balance at beginning of prior year after applicable adjustments2019-08-310
Prefunding balance at beginning of prior year after applicable adjustments2019-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-08-310
Prefunding balanced used to offset prior years funding requirement2019-08-310
Amount remaining of carryover balance2019-08-310
Amount remaining of prefunding balance2019-08-310
Present value of excess contributions2019-08-3122,687
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-08-3123,982
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-08-310
Reductions in caryover balances due to elections or deemed elections2019-08-310
Reductions in prefunding balances due to elections or deemed elections2019-08-310
Balance of carryovers at beginning of current year2019-08-310
Balance of prefunding at beginning of current year2019-08-310
Total employer contributions2019-08-3122,450
Total employee contributions2019-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-08-310
Contributions made to avoid restrictions adjusted to valuation date2019-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-08-3121,939
Unpaid minimum required contributions for all prior years2019-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-08-310
Remaining amount of unpaid minimum required contributions2019-08-310
Minimum required contributions for current year target normal cost2019-08-315,188
Net shortfall amortization installment of oustanding balance2019-08-310
Waiver amortization installment2019-08-310
Total funding amount beforereflecting carryover/prefunding balances2019-08-3136
Carryover balance elected to use to offset funding requirement2019-08-310
Prefunding balance elected to use to offset funding requirement2019-08-310
Additional cash requirement2019-08-3136
Contributions allocatedtoward minimum required contributions for current year2019-08-3121,939
Unpaid minimum required contributions for current year2019-08-310
Unpaid minimum required contributions for all years2019-08-310
2018: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-08-31727,225
Acturial value of plan assets2018-08-31732,637
Funding target for retired participants and beneficiaries receiving payment2018-08-31579,074
Number of terminated vested participants2018-08-312
Fundng target for terminated vested participants2018-08-3118,289
Active participant vested funding target2018-08-31126,158
Number of active participants2018-08-314
Total funding liabilities for active participants2018-08-31131,153
Total participant count2018-08-3112
Total funding target for all participants2018-08-31728,516
Balance at beginning of prior year after applicable adjustments2018-08-310
Prefunding balance at beginning of prior year after applicable adjustments2018-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-08-310
Prefunding balanced used to offset prior years funding requirement2018-08-310
Amount remaining of carryover balance2018-08-310
Amount remaining of prefunding balance2018-08-310
Present value of excess contributions2018-08-3123,226
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-08-3124,599
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-08-310
Reductions in caryover balances due to elections or deemed elections2018-08-310
Reductions in prefunding balances due to elections or deemed elections2018-08-310
Balance of carryovers at beginning of current year2018-08-310
Balance of prefunding at beginning of current year2018-08-310
Total employer contributions2018-08-3124,913
Total employee contributions2018-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-08-310
Contributions made to avoid restrictions adjusted to valuation date2018-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-08-3124,258
Unpaid minimum required contributions for all prior years2018-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-08-310
Remaining amount of unpaid minimum required contributions2018-08-310
Minimum required contributions for current year target normal cost2018-08-315,692
Net shortfall amortization installment of oustanding balance2018-08-310
Waiver amortization installment2018-08-310
Total funding amount beforereflecting carryover/prefunding balances2018-08-311,571
Additional cash requirement2018-08-311,571
Contributions allocatedtoward minimum required contributions for current year2018-08-3124,258
Unpaid minimum required contributions for current year2018-08-310
Unpaid minimum required contributions for all years2018-08-310
2017: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-08-31734,006
Acturial value of plan assets2017-08-31757,385
Funding target for retired participants and beneficiaries receiving payment2017-08-31584,200
Number of terminated vested participants2017-08-312
Fundng target for terminated vested participants2017-08-3117,841
Active participant vested funding target2017-08-31123,406
Number of active participants2017-08-314
Total funding liabilities for active participants2017-08-31127,220
Total participant count2017-08-3112
Total funding target for all participants2017-08-31729,261
Balance at beginning of prior year after applicable adjustments2017-08-310
Prefunding balance at beginning of prior year after applicable adjustments2017-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-08-310
Prefunding balanced used to offset prior years funding requirement2017-08-310
Amount remaining of carryover balance2017-08-310
Amount remaining of prefunding balance2017-08-310
Present value of excess contributions2017-08-3125,850
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-08-3127,429
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-08-310
Reductions in caryover balances due to elections or deemed elections2017-08-310
Reductions in prefunding balances due to elections or deemed elections2017-08-310
Balance of carryovers at beginning of current year2017-08-310
Balance of prefunding at beginning of current year2017-08-310
Total employer contributions2017-08-3123,893
Total employee contributions2017-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-08-310
Contributions made to avoid restrictions adjusted to valuation date2017-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-08-3123,226
Unpaid minimum required contributions for all prior years2017-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-08-310
Remaining amount of unpaid minimum required contributions2017-08-310
Minimum required contributions for current year target normal cost2017-08-315,999
Net shortfall amortization installment of oustanding balance2017-08-310
Waiver amortization installment2017-08-310
Total funding amount beforereflecting carryover/prefunding balances2017-08-310
Carryover balance elected to use to offset funding requirement2017-08-310
Prefunding balance elected to use to offset funding requirement2017-08-310
Additional cash requirement2017-08-310
Contributions allocatedtoward minimum required contributions for current year2017-08-3123,226
Unpaid minimum required contributions for current year2017-08-310
Unpaid minimum required contributions for all years2017-08-310

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