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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
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

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

Company Name:DEPARTMENT OF ALABAMA, V.F.W.
Employer identification number (EIN):630243614
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 GARDUNO2022-03-24
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 assets2023-08-31225,717
Acturial value of plan assets2023-08-31248,288
Funding target for retired participants and beneficiaries receiving payment2023-08-31222,146
Number of terminated vested participants2023-08-311
Fundng target for terminated vested participants2023-08-3165,270
Active participant vested funding target2023-08-310
Number of active participants2023-08-310
Total funding liabilities for active participants2023-08-310
Total participant count2023-08-315
Total funding target for all participants2023-08-31287,416
Balance at beginning of prior year after applicable adjustments2023-08-311,708
Prefunding balance at beginning of prior year after applicable adjustments2023-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2023-08-311,708
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 contributions2023-08-316,367
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-08-316,345
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 contributions2023-08-319,139
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 date2023-08-318,931
Liquidity shortfalls end of Q12023-08-310
Liquidity shortfalls end of Q22023-08-310
Liquidity shortfalls end of Q32023-08-310
Liquidity shortfalls end of Q42023-08-310
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 cost2023-08-310
Net shortfall amortization installment of oustanding balance2023-08-3139,128
Waiver amortization installment2023-08-310
Total funding amount beforereflecting carryover/prefunding balances2023-08-313,696
Carryover balance elected to use to offset funding requirement2023-08-310
Prefunding balance elected to use to offset funding requirement2023-08-310
Additional cash requirement2023-08-313,696
Contributions allocatedtoward minimum required contributions for current year2023-08-318,931
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 assets2022-08-31287,982
Acturial value of plan assets2022-08-31269,581
Funding target for retired participants and beneficiaries receiving payment2022-08-31227,089
Number of terminated vested participants2022-08-311
Fundng target for terminated vested participants2022-08-3159,658
Active participant vested funding target2022-08-310
Number of active participants2022-08-310
Total funding liabilities for active participants2022-08-310
Total participant count2022-08-315
Total funding target for all participants2022-08-31286,747
Balance at beginning of prior year after applicable adjustments2022-08-316,188
Prefunding balance at beginning of prior year after applicable adjustments2022-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-08-314,688
Prefunding balanced used to offset prior years funding requirement2022-08-310
Amount remaining of carryover balance2022-08-311,500
Amount remaining of prefunding balance2022-08-310
Present value of excess contributions2022-08-316,301
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-08-317,174
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 year2022-08-311,708
Balance of prefunding at beginning of current year2022-08-310
Total employer contributions2022-08-316,574
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 date2022-08-316,419
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 cost2022-08-310
Net shortfall amortization installment of oustanding balance2022-08-3118,874
Waiver amortization installment2022-08-310
Total funding amount beforereflecting carryover/prefunding balances2022-08-311,760
Carryover balance elected to use to offset funding requirement2022-08-311,708
Prefunding balance elected to use to offset funding requirement2022-08-310
Additional cash requirement2022-08-3152
Contributions allocatedtoward minimum required contributions for current year2022-08-316,419
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 assets2021-08-31267,433
Acturial value of plan assets2021-08-31258,580
Funding target for retired participants and beneficiaries receiving payment2021-08-31140,976
Number of terminated vested participants2021-08-312
Fundng target for terminated vested participants2021-08-31137,198
Active participant vested funding target2021-08-310
Number of active participants2021-08-310
Total funding liabilities for active participants2021-08-310
Total participant count2021-08-315
Total funding target for all participants2021-08-31278,174
Balance at beginning of prior year after applicable adjustments2021-08-319,824
Prefunding balance at beginning of prior year after applicable adjustments2021-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-08-314,289
Prefunding balanced used to offset prior years funding requirement2021-08-310
Amount remaining of carryover balance2021-08-315,535
Amount remaining of prefunding balance2021-08-310
Present value of excess contributions2021-08-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-08-310
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 year2021-08-316,188
Balance of prefunding at beginning of current year2021-08-310
Total employer contributions2021-08-316,455
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 date2021-08-316,301
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 cost2021-08-310
Net shortfall amortization installment of oustanding balance2021-08-3125,782
Waiver amortization installment2021-08-310
Total funding amount beforereflecting carryover/prefunding balances2021-08-314,688
Carryover balance elected to use to offset funding requirement2021-08-314,688
Prefunding balance elected to use to offset funding requirement2021-08-310
Additional cash requirement2021-08-310
Contributions allocatedtoward minimum required contributions for current year2021-08-316,301
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 assets2020-08-31254,663
Acturial value of plan assets2020-08-31255,434
Funding target for retired participants and beneficiaries receiving payment2020-08-31145,423
Number of terminated vested participants2020-08-312
Fundng target for terminated vested participants2020-08-31126,585
Active participant vested funding target2020-08-310
Number of active participants2020-08-310
Total funding liabilities for active participants2020-08-310
Total participant count2020-08-315
Total funding target for all participants2020-08-31272,008
Balance at beginning of prior year after applicable adjustments2020-08-319,296
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 balance2020-08-319,296
Amount remaining of prefunding balance2020-08-310
Present value of excess contributions2020-08-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-08-310
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 year2020-08-319,824
Balance of prefunding at beginning of current year2020-08-310
Total employer contributions2020-08-310
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 date2020-08-310
Liquidity shortfalls end of Q12020-08-310
Liquidity shortfalls end of Q22020-08-310
Liquidity shortfalls end of Q32020-08-310
Liquidity shortfalls end of Q42020-08-310
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 cost2020-08-310
Net shortfall amortization installment of oustanding balance2020-08-3126,398
Waiver amortization installment2020-08-310
Total funding amount beforereflecting carryover/prefunding balances2020-08-314,289
Carryover balance elected to use to offset funding requirement2020-08-314,289
Prefunding balance elected to use to offset funding requirement2020-08-310
Additional cash requirement2020-08-310
Contributions allocatedtoward minimum required contributions for current year2020-08-310
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 assets2019-08-31256,851
Acturial value of plan assets2019-08-31257,310
Funding target for retired participants and beneficiaries receiving payment2019-08-31144,349
Number of terminated vested participants2019-08-312
Fundng target for terminated vested participants2019-08-31111,045
Active participant vested funding target2019-08-310
Number of active participants2019-08-310
Total funding liabilities for active participants2019-08-310
Total participant count2019-08-315
Total funding target for all participants2019-08-31255,394
Balance at beginning of prior year after applicable adjustments2019-08-318,707
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 balance2019-08-318,707
Amount remaining of prefunding balance2019-08-310
Present value of excess contributions2019-08-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-08-310
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 year2019-08-319,296
Balance of prefunding at beginning of current year2019-08-310
Total employer contributions2019-08-310
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 date2019-08-310
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 cost2019-08-310
Net shortfall amortization installment of oustanding balance2019-08-310
Waiver amortization installment2019-08-310
Total funding amount beforereflecting carryover/prefunding balances2019-08-310
Carryover balance elected to use to offset funding requirement2019-08-310
Prefunding balance elected to use to offset funding requirement2019-08-310
Additional cash requirement2019-08-310
Contributions allocatedtoward minimum required contributions for current year2019-08-310
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 assets2018-08-31256,392
Acturial value of plan assets2018-08-31258,391
Funding target for retired participants and beneficiaries receiving payment2018-08-31147,272
Number of terminated vested participants2018-08-312
Fundng target for terminated vested participants2018-08-31101,052
Active participant vested funding target2018-08-310
Number of active participants2018-08-310
Total funding liabilities for active participants2018-08-310
Total participant count2018-08-315
Total funding target for all participants2018-08-31248,324
Balance at beginning of prior year after applicable adjustments2018-08-318,245
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 balance2018-08-318,245
Amount remaining of prefunding balance2018-08-310
Present value of excess contributions2018-08-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-08-310
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 year2018-08-318,707
Balance of prefunding at beginning of current year2018-08-310
Total employer contributions2018-08-310
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 date2018-08-310
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 cost2018-08-310
Net shortfall amortization installment of oustanding balance2018-08-310
Waiver amortization installment2018-08-310
Total funding amount beforereflecting carryover/prefunding balances2018-08-310
Carryover balance elected to use to offset funding requirement2018-08-310
Prefunding balance elected to use to offset funding requirement2018-08-310
Additional cash requirement2018-08-310
Contributions allocatedtoward minimum required contributions for current year2018-08-310
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 assets2017-08-31279,944
Acturial value of plan assets2017-08-31289,204
Funding target for retired participants and beneficiaries receiving payment2017-08-31174,207
Number of terminated vested participants2017-08-313
Fundng target for terminated vested participants2017-08-31105,562
Active participant vested funding target2017-08-310
Number of active participants2017-08-310
Total funding liabilities for active participants2017-08-310
Total participant count2017-08-318
Total funding target for all participants2017-08-31279,769
Balance at beginning of prior year after applicable adjustments2017-08-317,732
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 balance2017-08-317,732
Amount remaining of prefunding balance2017-08-310
Present value of excess contributions2017-08-3143
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-08-3146
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 year2017-08-318,245
Balance of prefunding at beginning of current year2017-08-310
Total employer contributions2017-08-310
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 date2017-08-310
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 cost2017-08-310
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 year2017-08-310
Unpaid minimum required contributions for current year2017-08-310
Unpaid minimum required contributions for all years2017-08-310

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