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Plan Name | VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | VETERANS OF FOREIGN WARS OF THE UNITED STATES |
Employer identification number (EIN): | 440474290 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about VETERANS OF FOREIGN WARS OF THE UNITED STATES
Jurisdiction of Incorporation: | Wyoming Corporations Division |
Incorporation Date: | 1937-02-16 |
Company Identification Number: | 000042667 |
Legal Registered Office Address: |
1480 E Sunlight Dr Casper United States of America (USA) 82601 |
More information about VETERANS OF FOREIGN WARS OF THE UNITED STATES
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-09-01 | ||||
001 | 2021-09-01 | ||||
001 | 2020-09-01 | ||||
001 | 2019-09-01 | ||||
001 | 2018-09-01 | ||||
001 | 2017-09-01 | ||||
001 | 2016-09-01 | DEBRA L ANDERSON | |||
001 | 2015-09-01 | DEBRA L ANDERSON | DEBRA L ANDERSON | 2017-03-28 | |
001 | 2014-09-01 | LAWRENCE M MAHER | LAWRENCE M MAHER | 2016-03-29 | |
001 | 2014-09-01 | LAWRENCE M MAHER | LAWRENCE M MAHER | 2016-03-29 | |
001 | 2014-09-01 | LAWRENCE M MAHER | LAWRENCE M MAHER | 2016-03-29 | |
001 | 2013-09-01 | ROBERT B GREENE | ROBERT B GREENE | 2015-03-30 | |
001 | 2012-09-01 | 2014-03-31 | |||
001 | 2011-09-01 | ROBERT B GREENE | ROBERT B GREENE | 2013-03-27 | |
001 | 2010-09-01 | LAWRENCE M. MAHER | LAWRENCE M. MAHER | 2012-03-28 | |
001 | 2009-09-01 | LAWRENCE M MAHER | LAWRENCE M MAHER | 2011-03-24 | |
001 | 2009-09-01 | 2011-03-25 |
Measure | Date | Value |
---|---|---|
2023: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2023 401k membership | ||
Market value of plan assets | 2023-08-31 | 41,618,237 |
Acturial value of plan assets | 2023-08-31 | 45,780,060 |
Funding target for retired participants and beneficiaries receiving payment | 2023-08-31 | 28,525,117 |
Number of terminated vested participants | 2023-08-31 | 40 |
Fundng target for terminated vested participants | 2023-08-31 | 1,146,409 |
Active participant vested funding target | 2023-08-31 | 8,823,668 |
Number of active participants | 2023-08-31 | 141 |
Total funding liabilities for active participants | 2023-08-31 | 9,015,067 |
Total participant count | 2023-08-31 | 394 |
Total funding target for all participants | 2023-08-31 | 38,686,593 |
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 | 0 |
Total available prior years excess cotributions available 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 | 747,793 |
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 | 728,920 |
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 | 469,586 |
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 | 728,920 |
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 | ||
Total participants, beginning-of-year | 2022-09-01 | 394 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-09-01 | 126 |
Number of retired or separated participants receiving benefits | 2022-09-01 | 171 |
Number of other retired or separated participants entitled to future benefits | 2022-09-01 | 39 |
Total of all active and inactive participants | 2022-09-01 | 336 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-09-01 | 40 |
Total participants | 2022-09-01 | 376 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-09-01 | 2 |
Market value of plan assets | 2022-08-31 | 51,621,102 |
Acturial value of plan assets | 2022-08-31 | 48,349,658 |
Funding target for retired participants and beneficiaries receiving payment | 2022-08-31 | 28,645,775 |
Number of terminated vested participants | 2022-08-31 | 37 |
Fundng target for terminated vested participants | 2022-08-31 | 1,049,207 |
Active participant vested funding target | 2022-08-31 | 9,325,904 |
Number of active participants | 2022-08-31 | 171 |
Total funding liabilities for active participants | 2022-08-31 | 9,633,759 |
Total participant count | 2022-08-31 | 422 |
Total funding target for all participants | 2022-08-31 | 39,328,741 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-08-31 | 0 |
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 | 2,000,000 |
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 | 1,939,152 |
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 | 560,415 |
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 | 1,939,152 |
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 | ||
Total participants, beginning-of-year | 2021-09-01 | 422 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 141 |
Number of retired or separated participants receiving benefits | 2021-09-01 | 172 |
Number of other retired or separated participants entitled to future benefits | 2021-09-01 | 39 |
Total of all active and inactive participants | 2021-09-01 | 352 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-09-01 | 42 |
Total participants | 2021-09-01 | 394 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-09-01 | 4 |
Market value of plan assets | 2021-08-31 | 48,638,782 |
Acturial value of plan assets | 2021-08-31 | 47,031,484 |
Funding target for retired participants and beneficiaries receiving payment | 2021-08-31 | 30,345,479 |
Number of terminated vested participants | 2021-08-31 | 32 |
Fundng target for terminated vested participants | 2021-08-31 | 977,420 |
Active participant vested funding target | 2021-08-31 | 9,868,823 |
Number of active participants | 2021-08-31 | 191 |
Total funding liabilities for active participants | 2021-08-31 | 10,238,968 |
Total participant count | 2021-08-31 | 440 |
Total funding target for all participants | 2021-08-31 | 41,561,867 |
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 | 1,029,480 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-08-31 | 1,085,175 |
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 | 0 |
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 | 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 | 603,889 |
Net shortfall amortization installment of oustanding balance | 2021-08-31 | 0 |
Waiver amortization installment | 2021-08-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-08-31 | 0 |
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 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-08-31 | 0 |
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 | ||
Total participants, beginning-of-year | 2020-09-01 | 440 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 168 |
Number of retired or separated participants receiving benefits | 2020-09-01 | 177 |
Number of other retired or separated participants entitled to future benefits | 2020-09-01 | 37 |
Total of all active and inactive participants | 2020-09-01 | 382 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-09-01 | 37 |
Total participants | 2020-09-01 | 419 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-09-01 | 5 |
Market value of plan assets | 2020-08-31 | 45,656,587 |
Acturial value of plan assets | 2020-08-31 | 45,784,265 |
Funding target for retired participants and beneficiaries receiving payment | 2020-08-31 | 30,837,960 |
Number of terminated vested participants | 2020-08-31 | 34 |
Fundng target for terminated vested participants | 2020-08-31 | 1,033,385 |
Active participant vested funding target | 2020-08-31 | 9,853,363 |
Number of active participants | 2020-08-31 | 187 |
Total funding liabilities for active participants | 2020-08-31 | 10,305,106 |
Total participant count | 2020-08-31 | 437 |
Total funding target for all participants | 2020-08-31 | 42,176,451 |
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 | 1,157,709 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-08-31 | 1,222,309 |
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 | 1,100,000 |
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 | 1,029,480 |
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 | 615,304 |
Net shortfall amortization installment of oustanding balance | 2020-08-31 | 0 |
Waiver amortization installment | 2020-08-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-08-31 | 0 |
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 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-08-31 | 1,029,480 |
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 | ||
Total participants, beginning-of-year | 2019-09-01 | 437 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 180 |
Number of retired or separated participants receiving benefits | 2019-09-01 | 180 |
Number of other retired or separated participants entitled to future benefits | 2019-09-01 | 32 |
Total of all active and inactive participants | 2019-09-01 | 392 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-09-01 | 37 |
Total participants | 2019-09-01 | 429 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-09-01 | 2 |
Market value of plan assets | 2019-08-31 | 45,060,509 |
Acturial value of plan assets | 2019-08-31 | 45,134,356 |
Funding target for retired participants and beneficiaries receiving payment | 2019-08-31 | 29,194,716 |
Number of terminated vested participants | 2019-08-31 | 34 |
Fundng target for terminated vested participants | 2019-08-31 | 1,043,148 |
Active participant vested funding target | 2019-08-31 | 9,406,327 |
Number of active participants | 2019-08-31 | 185 |
Total funding liabilities for active participants | 2019-08-31 | 9,927,521 |
Total participant count | 2019-08-31 | 435 |
Total funding target for all participants | 2019-08-31 | 40,165,385 |
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 | 1,018,059 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-08-31 | 1,077,005 |
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 | 1,250,000 |
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 | 1,157,709 |
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 | 487,166 |
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 | 1,157,709 |
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 | ||
Total participants, beginning-of-year | 2018-09-01 | 435 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 178 |
Number of retired or separated participants receiving benefits | 2018-09-01 | 184 |
Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 34 |
Total of all active and inactive participants | 2018-09-01 | 396 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-09-01 | 32 |
Total participants | 2018-09-01 | 428 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-09-01 | 3 |
Market value of plan assets | 2018-08-31 | 44,197,390 |
Acturial value of plan assets | 2018-08-31 | 44,525,259 |
Funding target for retired participants and beneficiaries receiving payment | 2018-08-31 | 29,354,231 |
Number of terminated vested participants | 2018-08-31 | 33 |
Fundng target for terminated vested participants | 2018-08-31 | 935,770 |
Active participant vested funding target | 2018-08-31 | 9,355,151 |
Number of active participants | 2018-08-31 | 178 |
Total funding liabilities for active participants | 2018-08-31 | 10,062,862 |
Total participant count | 2018-08-31 | 428 |
Total funding target for all participants | 2018-08-31 | 40,352,863 |
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 | 1,153,365 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-08-31 | 1,222,567 |
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 | 1,100,000 |
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 | 1,018,059 |
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 | 435,783 |
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 | 1,018,059 |
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 | ||
Total participants, beginning-of-year | 2017-09-01 | 428 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 173 |
Number of retired or separated participants receiving benefits | 2017-09-01 | 183 |
Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 34 |
Total of all active and inactive participants | 2017-09-01 | 390 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-09-01 | 33 |
Total participants | 2017-09-01 | 423 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-09-01 | 4 |
Market value of plan assets | 2017-08-31 | 45,894,360 |
Acturial value of plan assets | 2017-08-31 | 47,276,482 |
Funding target for retired participants and beneficiaries receiving payment | 2017-08-31 | 28,930,973 |
Number of terminated vested participants | 2017-08-31 | 93 |
Fundng target for terminated vested participants | 2017-08-31 | 2,583,134 |
Active participant vested funding target | 2017-08-31 | 9,541,063 |
Number of active participants | 2017-08-31 | 168 |
Total funding liabilities for active participants | 2017-08-31 | 10,425,671 |
Total participant count | 2017-08-31 | 474 |
Total funding target for all participants | 2017-08-31 | 41,939,778 |
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 | 1,105,446 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-08-31 | 1,173,984 |
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 | 1,250,000 |
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 | 1,153,365 |
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 | 399,504 |
Net shortfall amortization installment of oustanding balance | 2017-08-31 | 0 |
Waiver amortization installment | 2017-08-31 | 0 |
Waived amount of outstanding balance | 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 | 1,153,365 |
Unpaid minimum required contributions for current year | 2017-08-31 | 0 |
Unpaid minimum required contributions for all years | 2017-08-31 | 0 |
2016: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-09-01 | 474 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 163 |
Number of retired or separated participants receiving benefits | 2016-09-01 | 186 |
Number of other retired or separated participants entitled to future benefits | 2016-09-01 | 33 |
Total of all active and inactive participants | 2016-09-01 | 382 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-09-01 | 31 |
Total participants | 2016-09-01 | 413 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-09-01 | 2 |
2015: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-09-01 | 472 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 161 |
Number of retired or separated participants receiving benefits | 2015-09-01 | 182 |
Number of other retired or separated participants entitled to future benefits | 2015-09-01 | 92 |
Total of all active and inactive participants | 2015-09-01 | 435 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-09-01 | 32 |
Total participants | 2015-09-01 | 467 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-09-01 | 2 |
2014: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-09-01 | 473 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 171 |
Number of retired or separated participants receiving benefits | 2014-09-01 | 173 |
Number of other retired or separated participants entitled to future benefits | 2014-09-01 | 90 |
Total of all active and inactive participants | 2014-09-01 | 434 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-09-01 | 31 |
Total participants | 2014-09-01 | 465 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-09-01 | 4 |
2011: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-09-01 | 473 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 170 |
Number of retired or separated participants receiving benefits | 2011-09-01 | 167 |
Number of other retired or separated participants entitled to future benefits | 2011-09-01 | 106 |
Total of all active and inactive participants | 2011-09-01 | 443 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-09-01 | 35 |
Total participants | 2011-09-01 | 478 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-09-01 | 1 |
2009: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-09-01 | 466 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 170 |
Number of retired or separated participants receiving benefits | 2009-09-01 | 161 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 104 |
Total of all active and inactive participants | 2009-09-01 | 435 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-09-01 | 28 |
Total participants | 2009-09-01 | 463 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-09-01 | 2 |
Measure | Date | Value |
---|---|---|
2023 : VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-08-31 | $0 |
Total income from all sources (including contributions) | 2023-08-31 | $816,598 |
Total loss/gain on sale of assets | 2023-08-31 | $0 |
Total of all expenses incurred | 2023-08-31 | $3,151,688 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-08-31 | $3,151,688 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-08-31 | $747,793 |
Value of total assets at end of year | 2023-08-31 | $39,283,147 |
Value of total assets at beginning of year | 2023-08-31 | $41,618,237 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-08-31 | $0 |
Total interest from all sources | 2023-08-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-08-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-08-31 | No |
Was this plan covered by a fidelity bond | 2023-08-31 | Yes |
Value of fidelity bond cover | 2023-08-31 | $2,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2023-08-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-08-31 | No |
Value of net income/loss | 2023-08-31 | $-2,335,090 |
Value of net assets at end of year (total assets less liabilities) | 2023-08-31 | $39,283,147 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-08-31 | $41,618,237 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-08-31 | No |
Value of interest in master investment trust accounts at end of year | 2023-08-31 | $39,283,147 |
Value of interest in master investment trust accounts at beginning of year | 2023-08-31 | $41,618,237 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-08-31 | No |
Contributions received in cash from employer | 2023-08-31 | $747,793 |
Employer contributions (assets) at end of year | 2023-08-31 | $0 |
Employer contributions (assets) at beginning of year | 2023-08-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-08-31 | $3,151,688 |
Did the plan have assets held for investment | 2023-08-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-08-31 | Unqualified |
Accountancy firm name | 2023-08-31 | PICKETT, CHANEY & MCMULLEN |
Accountancy firm EIN | 2023-08-31 | 481246310 |
2022 : VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-08-31 | $0 |
Total income from all sources (including contributions) | 2022-08-31 | $-6,327,937 |
Total loss/gain on sale of assets | 2022-08-31 | $0 |
Total of all expenses incurred | 2022-08-31 | $3,674,928 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-08-31 | $3,674,928 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-08-31 | $2,000,000 |
Value of total assets at end of year | 2022-08-31 | $41,618,237 |
Value of total assets at beginning of year | 2022-08-31 | $51,621,102 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-08-31 | $0 |
Total interest from all sources | 2022-08-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-08-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-08-31 | No |
Was this plan covered by a fidelity bond | 2022-08-31 | Yes |
Value of fidelity bond cover | 2022-08-31 | $2,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-08-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-08-31 | No |
Value of net income/loss | 2022-08-31 | $-10,002,865 |
Value of net assets at end of year (total assets less liabilities) | 2022-08-31 | $41,618,237 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-08-31 | $51,621,102 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-08-31 | No |
Investment advisory and management fees | 2022-08-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-08-31 | $41,618,237 |
Value of interest in master investment trust accounts at beginning of year | 2022-08-31 | $51,621,102 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-08-31 | No |
Contributions received in cash from employer | 2022-08-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2022-08-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-08-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-08-31 | $3,674,928 |
Did the plan have assets held for investment | 2022-08-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-08-31 | Unqualified |
Accountancy firm name | 2022-08-31 | PICKETT, CHANEY & MCMULLEN |
Accountancy firm EIN | 2022-08-31 | 481246310 |
2021 : VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-08-31 | $0 |
Total income from all sources (including contributions) | 2021-08-31 | $6,411,279 |
Total loss/gain on sale of assets | 2021-08-31 | $0 |
Total of all expenses incurred | 2021-08-31 | $3,443,744 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-08-31 | $3,443,744 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-08-31 | $0 |
Value of total assets at end of year | 2021-08-31 | $51,621,102 |
Value of total assets at beginning of year | 2021-08-31 | $48,653,567 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-08-31 | $0 |
Total interest from all sources | 2021-08-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-08-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-08-31 | No |
Was this plan covered by a fidelity bond | 2021-08-31 | Yes |
Value of fidelity bond cover | 2021-08-31 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-08-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-08-31 | No |
Value of net income/loss | 2021-08-31 | $2,967,535 |
Value of net assets at end of year (total assets less liabilities) | 2021-08-31 | $51,621,102 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-08-31 | $48,653,567 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-08-31 | No |
Value of interest in master investment trust accounts at end of year | 2021-08-31 | $51,621,102 |
Value of interest in master investment trust accounts at beginning of year | 2021-08-31 | $47,553,567 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-08-31 | No |
Contributions received in cash from employer | 2021-08-31 | $0 |
Employer contributions (assets) at end of year | 2021-08-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-08-31 | $1,100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-08-31 | $3,443,744 |
Did the plan have assets held for investment | 2021-08-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-08-31 | Disclaimer |
Accountancy firm name | 2021-08-31 | PICKETT, CHANEY & MCMULLEN |
Accountancy firm EIN | 2021-08-31 | 481246310 |
2020 : VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-08-31 | $0 |
Total income from all sources (including contributions) | 2020-08-31 | $6,296,221 |
Total loss/gain on sale of assets | 2020-08-31 | $0 |
Total of all expenses incurred | 2020-08-31 | $3,326,932 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-08-31 | $3,326,932 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-08-31 | $1,100,000 |
Value of total assets at end of year | 2020-08-31 | $48,653,567 |
Value of total assets at beginning of year | 2020-08-31 | $45,684,278 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-08-31 | $0 |
Total interest from all sources | 2020-08-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-08-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-08-31 | No |
Was this plan covered by a fidelity bond | 2020-08-31 | Yes |
Value of fidelity bond cover | 2020-08-31 | $2,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-08-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-08-31 | No |
Value of net income/loss | 2020-08-31 | $2,969,289 |
Value of net assets at end of year (total assets less liabilities) | 2020-08-31 | $48,653,567 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-08-31 | $45,684,278 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-08-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-08-31 | $47,553,567 |
Value of interest in master investment trust accounts at beginning of year | 2020-08-31 | $44,434,278 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-08-31 | No |
Contributions received in cash from employer | 2020-08-31 | $1,100,000 |
Employer contributions (assets) at end of year | 2020-08-31 | $1,100,000 |
Employer contributions (assets) at beginning of year | 2020-08-31 | $1,250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-08-31 | $3,326,932 |
Did the plan have assets held for investment | 2020-08-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-08-31 | Disclaimer |
Accountancy firm name | 2020-08-31 | PICKETT, CHANEY & MCMULLEN |
Accountancy firm EIN | 2020-08-31 | 481246310 |
2019 : VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-08-31 | $0 |
Total income from all sources (including contributions) | 2019-08-31 | $3,713,446 |
Total loss/gain on sale of assets | 2019-08-31 | $0 |
Total of all expenses incurred | 2019-08-31 | $3,112,672 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-08-31 | $3,112,672 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-08-31 | $1,250,000 |
Value of total assets at end of year | 2019-08-31 | $45,684,278 |
Value of total assets at beginning of year | 2019-08-31 | $45,083,504 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-08-31 | $0 |
Total interest from all sources | 2019-08-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-08-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-08-31 | No |
Was this plan covered by a fidelity bond | 2019-08-31 | Yes |
Value of fidelity bond cover | 2019-08-31 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-08-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-08-31 | No |
Value of net income/loss | 2019-08-31 | $600,774 |
Value of net assets at end of year (total assets less liabilities) | 2019-08-31 | $45,684,278 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-08-31 | $45,083,504 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-08-31 | No |
Value of interest in master investment trust accounts at end of year | 2019-08-31 | $44,434,278 |
Value of interest in master investment trust accounts at beginning of year | 2019-08-31 | $43,983,504 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-08-31 | No |
Contributions received in cash from employer | 2019-08-31 | $1,250,000 |
Employer contributions (assets) at end of year | 2019-08-31 | $1,250,000 |
Employer contributions (assets) at beginning of year | 2019-08-31 | $1,100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-08-31 | $3,112,672 |
Did the plan have assets held for investment | 2019-08-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-08-31 | Disclaimer |
Accountancy firm name | 2019-08-31 | PICKETT, CHANEY & MCMULLEN |
Accountancy firm EIN | 2019-08-31 | 481246310 |
2018 : VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-08-31 | $0 |
Total income from all sources (including contributions) | 2018-08-31 | $3,953,204 |
Total loss/gain on sale of assets | 2018-08-31 | $0 |
Total of all expenses incurred | 2018-08-31 | $3,094,522 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-08-31 | $3,094,522 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-08-31 | $1,100,000 |
Value of total assets at end of year | 2018-08-31 | $45,083,504 |
Value of total assets at beginning of year | 2018-08-31 | $44,224,822 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-08-31 | $0 |
Total interest from all sources | 2018-08-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-08-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-08-31 | No |
Was this plan covered by a fidelity bond | 2018-08-31 | Yes |
Value of fidelity bond cover | 2018-08-31 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-08-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-08-31 | No |
Value of net income/loss | 2018-08-31 | $858,682 |
Value of net assets at end of year (total assets less liabilities) | 2018-08-31 | $45,083,504 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-08-31 | $44,224,822 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-08-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-08-31 | $43,983,504 |
Value of interest in master investment trust accounts at beginning of year | 2018-08-31 | $42,974,822 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-08-31 | No |
Contributions received in cash from employer | 2018-08-31 | $1,100,000 |
Employer contributions (assets) at end of year | 2018-08-31 | $1,100,000 |
Employer contributions (assets) at beginning of year | 2018-08-31 | $1,250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-08-31 | $3,094,522 |
Did the plan have assets held for investment | 2018-08-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-08-31 | Disclaimer |
Accountancy firm name | 2018-08-31 | PICKETT, CHANEY & MCMULLEN |
Accountancy firm EIN | 2018-08-31 | 481246310 |
2017 : VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-08-31 | $0 |
Total income from all sources (including contributions) | 2017-08-31 | $3,667,251 |
Total loss/gain on sale of assets | 2017-08-31 | $0 |
Total of all expenses incurred | 2017-08-31 | $5,362,805 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-08-31 | $5,362,805 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-08-31 | $1,250,000 |
Value of total assets at end of year | 2017-08-31 | $44,224,822 |
Value of total assets at beginning of year | 2017-08-31 | $45,920,376 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-08-31 | $0 |
Total interest from all sources | 2017-08-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-08-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-08-31 | No |
Was this plan covered by a fidelity bond | 2017-08-31 | Yes |
Value of fidelity bond cover | 2017-08-31 | $2,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-08-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-08-31 | No |
Value of net income/loss | 2017-08-31 | $-1,695,554 |
Value of net assets at end of year (total assets less liabilities) | 2017-08-31 | $44,224,822 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-08-31 | $45,920,376 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-08-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-08-31 | $42,974,822 |
Value of interest in master investment trust accounts at beginning of year | 2017-08-31 | $44,720,376 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-08-31 | No |
Contributions received in cash from employer | 2017-08-31 | $1,250,000 |
Employer contributions (assets) at end of year | 2017-08-31 | $1,250,000 |
Employer contributions (assets) at beginning of year | 2017-08-31 | $1,200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-08-31 | $5,362,805 |
Did the plan have assets held for investment | 2017-08-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-08-31 | Disclaimer |
Accountancy firm name | 2017-08-31 | PICKETT, CHANEY & MCMULLEN |
Accountancy firm EIN | 2017-08-31 | 481246310 |
2016 : VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-08-31 | $0 |
Total income from all sources (including contributions) | 2016-08-31 | $4,038,973 |
Total loss/gain on sale of assets | 2016-08-31 | $0 |
Total of all expenses incurred | 2016-08-31 | $3,175,845 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-08-31 | $3,175,845 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-08-31 | $1,200,000 |
Value of total assets at end of year | 2016-08-31 | $45,920,376 |
Value of total assets at beginning of year | 2016-08-31 | $45,057,248 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-08-31 | $0 |
Total interest from all sources | 2016-08-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-08-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-08-31 | No |
Was this plan covered by a fidelity bond | 2016-08-31 | Yes |
Value of fidelity bond cover | 2016-08-31 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-08-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-08-31 | No |
Value of net income/loss | 2016-08-31 | $863,128 |
Value of net assets at end of year (total assets less liabilities) | 2016-08-31 | $45,920,376 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-08-31 | $45,057,248 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-08-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-08-31 | $44,720,376 |
Value of interest in master investment trust accounts at beginning of year | 2016-08-31 | $43,057,248 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-08-31 | No |
Contributions received in cash from employer | 2016-08-31 | $1,200,000 |
Employer contributions (assets) at end of year | 2016-08-31 | $1,200,000 |
Employer contributions (assets) at beginning of year | 2016-08-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-08-31 | $3,175,845 |
Did the plan have assets held for investment | 2016-08-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-08-31 | Disclaimer |
Accountancy firm name | 2016-08-31 | PICKETT, CHANEY & MCMULLEN |
Accountancy firm EIN | 2016-08-31 | 481246310 |
2015 : VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-08-31 | $-4,240,959 |
Total unrealized appreciation/depreciation of assets | 2015-08-31 | $-4,240,959 |
Total transfer of assets to this plan | 2015-08-31 | $4,478,554 |
Total transfer of assets from this plan | 2015-08-31 | $5,240,907 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-08-31 | $17,272,677 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-08-31 | $15,327,616 |
Total income from all sources (including contributions) | 2015-08-31 | $-933,388 |
Total loss/gain on sale of assets | 2015-08-31 | $1,520,943 |
Total of all expenses incurred | 2015-08-31 | $213,649 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-08-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-08-31 | $0 |
Value of total assets at end of year | 2015-08-31 | $75,515,259 |
Value of total assets at beginning of year | 2015-08-31 | $75,479,588 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-08-31 | $213,649 |
Total interest from all sources | 2015-08-31 | $423,568 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-08-31 | $1,363,060 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-08-31 | $859,869 |
Was this plan covered by a fidelity bond | 2015-08-31 | Yes |
Value of fidelity bond cover | 2015-08-31 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-08-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-08-31 | $17,189,547 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-08-31 | $15,219,650 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-08-31 | $2,173,488 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-08-31 | $177,618 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-08-31 | $17,272,677 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-08-31 | $15,327,616 |
Total non interest bearing cash at end of year | 2015-08-31 | $27,829 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-08-31 | No |
Value of net income/loss | 2015-08-31 | $-1,147,037 |
Value of net assets at end of year (total assets less liabilities) | 2015-08-31 | $58,242,582 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-08-31 | $60,151,972 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-08-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-08-31 | $515,717 |
Assets. partnership/joint venture interests at beginning of year | 2015-08-31 | $849,183 |
Investment advisory and management fees | 2015-08-31 | $213,649 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-08-31 | $23,189,486 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-08-31 | $25,485,582 |
Interest earned on other investments | 2015-08-31 | $46,645 |
Income. Interest from US Government securities | 2015-08-31 | $224,552 |
Income. Interest from corporate debt instruments | 2015-08-31 | $151,936 |
Value of interest in master investment trust accounts at end of year | 2015-08-31 | $43,057,248 |
Value of interest in master investment trust accounts at beginning of year | 2015-08-31 | $45,305,884 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-08-31 | $775,240 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-08-31 | $2,574,964 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-08-31 | $2,574,964 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-08-31 | $435 |
Asset value of US Government securities at end of year | 2015-08-31 | $11,558,153 |
Asset value of US Government securities at beginning of year | 2015-08-31 | $12,513,758 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-08-31 | No |
Contributions received in cash from employer | 2015-08-31 | $3,600,000 |
Employer contributions (assets) at end of year | 2015-08-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2015-08-31 | $0 |
Income. Dividends from common stock | 2015-08-31 | $503,191 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-08-31 | $2,971,145 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-08-31 | $7,122,079 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-08-31 | $5,634,016 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-08-31 | $12,963,720 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-08-31 | $13,024,817 |
Did the plan have assets held for investment | 2015-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-08-31 | No |
Aggregate proceeds on sale of assets | 2015-08-31 | $50,770,110 |
Aggregate carrying amount (costs) on sale of assets | 2015-08-31 | $49,249,167 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-08-31 | Disclaimer |
Accountancy firm name | 2015-08-31 | PICKETT, CHANEY & MCMULLEN |
Accountancy firm EIN | 2015-08-31 | 481246310 |
2014 : VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-08-31 | $2,838,547 |
Total unrealized appreciation/depreciation of assets | 2014-08-31 | $0 |
Total transfer of assets to this plan | 2014-08-31 | $2,566,208 |
Total transfer of assets from this plan | 2014-08-31 | $4,120,387 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-08-31 | $0 |
Total income from all sources (including contributions) | 2014-08-31 | $6,255,285 |
Total loss/gain on sale of assets | 2014-08-31 | $0 |
Total of all expenses incurred | 2014-08-31 | $2,987,837 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-08-31 | $2,987,837 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-08-31 | $1,900,000 |
Value of total assets at end of year | 2014-08-31 | $45,305,884 |
Value of total assets at beginning of year | 2014-08-31 | $42,038,436 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-08-31 | $0 |
Total interest from all sources | 2014-08-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-08-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-08-31 | $602,278 |
Was this plan covered by a fidelity bond | 2014-08-31 | Yes |
Value of fidelity bond cover | 2014-08-31 | $2,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-08-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-08-31 | $15,219,650 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-08-31 | $11,327,183 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-08-31 | $177,618 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-08-31 | $520,902 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-08-31 | $15,327,616 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-08-31 | $16,080,259 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-31 | No |
Value of net income/loss | 2014-08-31 | $3,267,448 |
Value of net assets at end of year (total assets less liabilities) | 2014-08-31 | $45,305,884 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-08-31 | $42,038,436 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-08-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-08-31 | $849,183 |
Assets. partnership/joint venture interests at beginning of year | 2014-08-31 | $1,018,140 |
Investment advisory and management fees | 2014-08-31 | $188,436 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-08-31 | $25,485,582 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-08-31 | $22,497,330 |
Interest earned on other investments | 2014-08-31 | $78,722 |
Income. Interest from US Government securities | 2014-08-31 | $197,947 |
Income. Interest from corporate debt instruments | 2014-08-31 | $192,152 |
Value of interest in master investment trust accounts at end of year | 2014-08-31 | $45,305,884 |
Value of interest in master investment trust accounts at beginning of year | 2014-08-31 | $41,917,525 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-08-31 | $2,574,964 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-08-31 | $4,861,232 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-08-31 | $4,861,232 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-08-31 | $260 |
Asset value of US Government securities at end of year | 2014-08-31 | $12,513,758 |
Asset value of US Government securities at beginning of year | 2014-08-31 | $11,683,974 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-08-31 | No |
Contributions received in cash from employer | 2014-08-31 | $1,900,000 |
Employer contributions (assets) at end of year | 2014-08-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-08-31 | $120,911 |
Income. Dividends from common stock | 2014-08-31 | $452,475 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-08-31 | $2,987,837 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-08-31 | $5,634,016 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-08-31 | $8,782,377 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-08-31 | $13,024,817 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-08-31 | $11,327,485 |
Did the plan have assets held for investment | 2014-08-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-08-31 | No |
Aggregate proceeds on sale of assets | 2014-08-31 | $80,045,496 |
Aggregate carrying amount (costs) on sale of assets | 2014-08-31 | $78,451,654 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-08-31 | Disclaimer |
Accountancy firm name | 2014-08-31 | PICKETT, CHANEY & MCMULLEN |
Accountancy firm EIN | 2014-08-31 | 481246310 |
2013 : VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-08-31 | $3,854,765 |
Total unrealized appreciation/depreciation of assets | 2013-08-31 | $0 |
Total transfer of assets to this plan | 2013-08-31 | $2,908,544 |
Total transfer of assets from this plan | 2013-08-31 | $4,160,081 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-08-31 | $0 |
Total income from all sources (including contributions) | 2013-08-31 | $5,217,372 |
Total loss/gain on sale of assets | 2013-08-31 | $0 |
Total of all expenses incurred | 2013-08-31 | $3,016,750 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-08-31 | $3,016,750 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-08-31 | $1,689,416 |
Value of total assets at end of year | 2013-08-31 | $42,038,436 |
Value of total assets at beginning of year | 2013-08-31 | $39,837,814 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-08-31 | $0 |
Total interest from all sources | 2013-08-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-08-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-08-31 | $212,091 |
Was this plan covered by a fidelity bond | 2013-08-31 | Yes |
Value of fidelity bond cover | 2013-08-31 | $2,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-08-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-08-31 | $11,327,183 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-08-31 | $6,546,507 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-08-31 | $520,902 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-08-31 | $4,668,703 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-08-31 | $16,080,259 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-08-31 | $10,692,298 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-08-31 | No |
Value of net income/loss | 2013-08-31 | $2,200,622 |
Value of net assets at end of year (total assets less liabilities) | 2013-08-31 | $42,038,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-08-31 | $39,837,814 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-08-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-08-31 | $1,018,140 |
Assets. partnership/joint venture interests at beginning of year | 2013-08-31 | $1,078,106 |
Investment advisory and management fees | 2013-08-31 | $167,185 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-08-31 | $22,497,330 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-08-31 | $26,631,184 |
Interest earned on other investments | 2013-08-31 | $41,667 |
Income. Interest from US Government securities | 2013-08-31 | $135,538 |
Income. Interest from corporate debt instruments | 2013-08-31 | $282,630 |
Value of interest in master investment trust accounts at end of year | 2013-08-31 | $41,917,525 |
Value of interest in master investment trust accounts at beginning of year | 2013-08-31 | $39,124,678 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-08-31 | $4,861,232 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-08-31 | $1,125,534 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-08-31 | $1,125,534 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-08-31 | $926 |
Asset value of US Government securities at end of year | 2013-08-31 | $11,683,974 |
Asset value of US Government securities at beginning of year | 2013-08-31 | $7,760,679 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-08-31 | No |
Contributions received in cash from employer | 2013-08-31 | $1,689,416 |
Employer contributions (assets) at end of year | 2013-08-31 | $120,911 |
Employer contributions (assets) at beginning of year | 2013-08-31 | $713,136 |
Income. Dividends from common stock | 2013-08-31 | $661,493 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-08-31 | $3,016,750 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-08-31 | $8,782,377 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-08-31 | $6,620,541 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-08-31 | $11,327,485 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-08-31 | $8,775,801 |
Did the plan have assets held for investment | 2013-08-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-08-31 | No |
Aggregate proceeds on sale of assets | 2013-08-31 | $111,942,742 |
Aggregate carrying amount (costs) on sale of assets | 2013-08-31 | $112,289,523 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-08-31 | Disclaimer |
Accountancy firm name | 2013-08-31 | PICKETT, CHANEY & MCMULLEN, LLP |
Accountancy firm EIN | 2013-08-31 | 481246310 |
2012 : VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2012-08-31 | $2,857,860 |
Total unrealized appreciation/depreciation of assets | 2012-08-31 | $2,857,860 |
Total transfer of assets to this plan | 2012-08-31 | $4,103,576 |
Total transfer of assets from this plan | 2012-08-31 | $3,891,099 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-08-31 | $10,692,298 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-08-31 | $7,681,245 |
Total income from all sources (including contributions) | 2012-08-31 | $3,988,666 |
Total loss/gain on sale of assets | 2012-08-31 | $4,622 |
Total of all expenses incurred | 2012-08-31 | $147,006 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-08-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-08-31 | $0 |
Value of total assets at end of year | 2012-08-31 | $63,207,055 |
Value of total assets at beginning of year | 2012-08-31 | $56,141,865 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-08-31 | $147,006 |
Total interest from all sources | 2012-08-31 | $389,384 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-08-31 | $736,800 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-08-31 | $174,767 |
Was this plan covered by a fidelity bond | 2012-08-31 | Yes |
Value of fidelity bond cover | 2012-08-31 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-08-31 | No |
Participant contributions at beginning of year | 2012-08-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2012-08-31 | $6,546,507 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-08-31 | $7,633,411 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-08-31 | $4,668,703 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-08-31 | $4,276,804 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-08-31 | $10,692,298 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-08-31 | $7,681,245 |
Total non interest bearing cash at beginning of year | 2012-08-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-08-31 | No |
Value of net income/loss | 2012-08-31 | $3,841,660 |
Value of net assets at end of year (total assets less liabilities) | 2012-08-31 | $52,514,757 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-08-31 | $48,460,620 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-08-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-08-31 | $1,078,106 |
Assets. partnership/joint venture interests at beginning of year | 2012-08-31 | $972,580 |
Investment advisory and management fees | 2012-08-31 | $147,006 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-08-31 | $26,631,184 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-08-31 | $14,295,815 |
Interest earned on other investments | 2012-08-31 | $36,489 |
Income. Interest from US Government securities | 2012-08-31 | $133,636 |
Income. Interest from corporate debt instruments | 2012-08-31 | $217,680 |
Value of interest in master investment trust accounts at end of year | 2012-08-31 | $39,124,678 |
Value of interest in master investment trust accounts at beginning of year | 2012-08-31 | $32,877,277 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-08-31 | $1,125,534 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-08-31 | $1,933,621 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-08-31 | $1,933,621 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-08-31 | $1,579 |
Asset value of US Government securities at end of year | 2012-08-31 | $7,760,679 |
Asset value of US Government securities at beginning of year | 2012-08-31 | $5,104,958 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-08-31 | No |
Contributions received in cash from employer | 2012-08-31 | $3,133,369 |
Employer contributions (assets) at end of year | 2012-08-31 | $713,136 |
Employer contributions (assets) at beginning of year | 2012-08-31 | $0 |
Income. Dividends from common stock | 2012-08-31 | $562,033 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-08-31 | $2,800,700 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-08-31 | $6,620,541 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-08-31 | $4,650,967 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-08-31 | $8,775,801 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-08-31 | $17,273,709 |
Did the plan have assets held for investment | 2012-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-08-31 | No |
Aggregate proceeds on sale of assets | 2012-08-31 | $81,579,889 |
Aggregate carrying amount (costs) on sale of assets | 2012-08-31 | $81,575,267 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-08-31 | Disclaimer |
Accountancy firm name | 2012-08-31 | PICKETT, CHANEY & MCMULLEN, LLP |
Accountancy firm EIN | 2012-08-31 | 481246310 |
2011 : VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-08-31 | $2,221,945 |
Total unrealized appreciation/depreciation of assets | 2011-08-31 | $0 |
Total transfer of assets to this plan | 2011-08-31 | $6,754,053 |
Total transfer of assets from this plan | 2011-08-31 | $3,849,701 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-08-31 | $0 |
Total income from all sources (including contributions) | 2011-08-31 | $9,031,688 |
Total loss/gain on sale of assets | 2011-08-31 | $0 |
Total of all expenses incurred | 2011-08-31 | $2,750,044 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-08-31 | $2,750,044 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-08-31 | $5,844,318 |
Value of total assets at end of year | 2011-08-31 | $36,616,418 |
Value of total assets at beginning of year | 2011-08-31 | $30,334,774 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-08-31 | $0 |
Total interest from all sources | 2011-08-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-08-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-08-31 | $88,216 |
Was this plan covered by a fidelity bond | 2011-08-31 | Yes |
Value of fidelity bond cover | 2011-08-31 | $2,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-08-31 | No |
Contributions received from participants | 2011-08-31 | $0 |
Participant contributions at end of year | 2011-08-31 | $0 |
Participant contributions at beginning of year | 2011-08-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2011-08-31 | $7,633,411 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-08-31 | $5,691,972 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-08-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-08-31 | $4,276,804 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-08-31 | $989,155 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-08-31 | $7,681,245 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-08-31 | $5,811,029 |
Total non interest bearing cash at end of year | 2011-08-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-08-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
Income. Non cash contributions | 2011-08-31 | $0 |
Value of net income/loss | 2011-08-31 | $6,281,644 |
Value of net assets at end of year (total assets less liabilities) | 2011-08-31 | $36,616,418 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-08-31 | $30,334,774 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-08-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-08-31 | $972,580 |
Assets. partnership/joint venture interests at beginning of year | 2011-08-31 | $791,402 |
Investment advisory and management fees | 2011-08-31 | $166,074 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-08-31 | $14,295,815 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-08-31 | $13,370,489 |
Interest earned on other investments | 2011-08-31 | $46,017 |
Income. Interest from US Government securities | 2011-08-31 | $271,603 |
Income. Interest from corporate debt instruments | 2011-08-31 | $111,632 |
Value of interest in master investment trust accounts at end of year | 2011-08-31 | $32,877,277 |
Value of interest in master investment trust accounts at beginning of year | 2011-08-31 | $29,629,011 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-08-31 | $1,933,621 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-08-31 | $1,581,983 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-08-31 | $1,581,983 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-08-31 | $2,177 |
Asset value of US Government securities at end of year | 2011-08-31 | $5,104,958 |
Asset value of US Government securities at beginning of year | 2011-08-31 | $7,918,658 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-08-31 | No |
Contributions received in cash from employer | 2011-08-31 | $5,844,318 |
Employer contributions (assets) at end of year | 2011-08-31 | $3,739,141 |
Employer contributions (assets) at beginning of year | 2011-08-31 | $705,763 |
Income. Dividends from common stock | 2011-08-31 | $559,656 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-08-31 | $2,750,044 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-08-31 | $4,650,967 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-08-31 | $1,537,010 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-08-31 | $17,273,709 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-08-31 | $15,147,720 |
Did the plan have assets held for investment | 2011-08-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-08-31 | No |
Aggregate proceeds on sale of assets | 2011-08-31 | $63,865,886 |
Aggregate carrying amount (costs) on sale of assets | 2011-08-31 | $62,662,150 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-08-31 | Disclaimer |
Accountancy firm name | 2011-08-31 | PICKETT, CHANEY & MCMULLEN LLP |
Accountancy firm EIN | 2011-08-31 | 481246310 |
2022: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-09-01 | Type of plan entity | Single employer plan |
2022-09-01 | Submission has been amended | No |
2022-09-01 | This submission is the final filing | No |
2022-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-09-01 | Plan is a collectively bargained plan | No |
2022-09-01 | Plan funding arrangement – Trust | Yes |
2022-09-01 | Plan benefit arrangement - Trust | Yes |
2021: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses | ||
2021-09-01 | Type of plan entity | Single employer plan |
2021-09-01 | Submission has been amended | No |
2021-09-01 | This submission is the final filing | No |
2021-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-09-01 | Plan is a collectively bargained plan | No |
2021-09-01 | Plan funding arrangement – Trust | Yes |
2021-09-01 | Plan benefit arrangement - Trust | Yes |
2020: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses | ||
2020-09-01 | Type of plan entity | Single employer plan |
2020-09-01 | Submission has been amended | No |
2020-09-01 | This submission is the final filing | No |
2020-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-09-01 | Plan is a collectively bargained plan | No |
2020-09-01 | Plan funding arrangement – Trust | Yes |
2020-09-01 | Plan benefit arrangement - Trust | Yes |
2019: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses | ||
2019-09-01 | Type of plan entity | Single employer plan |
2019-09-01 | Submission has been amended | No |
2019-09-01 | This submission is the final filing | No |
2019-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-09-01 | Plan is a collectively bargained plan | No |
2019-09-01 | Plan funding arrangement – Trust | Yes |
2019-09-01 | Plan benefit arrangement - Trust | Yes |
2018: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses | ||
2018-09-01 | Type of plan entity | Single employer plan |
2018-09-01 | Submission has been amended | No |
2018-09-01 | This submission is the final filing | No |
2018-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-09-01 | Plan is a collectively bargained plan | No |
2018-09-01 | Plan funding arrangement – Trust | Yes |
2018-09-01 | Plan benefit arrangement - Trust | Yes |
2017: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses | ||
2017-09-01 | Type of plan entity | Single employer plan |
2017-09-01 | Submission has been amended | No |
2017-09-01 | This submission is the final filing | No |
2017-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-09-01 | Plan is a collectively bargained plan | No |
2017-09-01 | Plan funding arrangement – Trust | Yes |
2017-09-01 | Plan benefit arrangement - Trust | Yes |
2016: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses | ||
2016-09-01 | Type of plan entity | Single employer plan |
2016-09-01 | Submission has been amended | No |
2016-09-01 | This submission is the final filing | No |
2016-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-09-01 | Plan is a collectively bargained plan | No |
2016-09-01 | Plan funding arrangement – Trust | Yes |
2016-09-01 | Plan benefit arrangement - Trust | Yes |
2015: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses | ||
2015-09-01 | Type of plan entity | Single employer plan |
2015-09-01 | Submission has been amended | No |
2015-09-01 | This submission is the final filing | No |
2015-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-09-01 | Plan is a collectively bargained plan | No |
2015-09-01 | Plan funding arrangement – Trust | Yes |
2015-09-01 | Plan benefit arrangement - Trust | Yes |
2014: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses | ||
2014-09-01 | Type of plan entity | Single employer plan |
2014-09-01 | Submission has been amended | No |
2014-09-01 | This submission is the final filing | No |
2014-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-09-01 | Plan is a collectively bargained plan | No |
2014-09-01 | Plan funding arrangement – Trust | Yes |
2014-09-01 | Plan benefit arrangement - Trust | Yes |
2013: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2013 form 5500 responses | ||
2013-09-01 | Type of plan entity | DFE (Diect Filing Entity) |
2013-09-01 | Submission has been amended | No |
2013-09-01 | This submission is the final filing | No |
2013-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-09-01 | Plan is a collectively bargained plan | No |
2012: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2012 form 5500 responses | ||
2012-09-01 | Type of plan entity | DFE (Diect Filing Entity) |
2012-09-01 | Submission has been amended | No |
2012-09-01 | This submission is the final filing | No |
2012-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-09-01 | Plan is a collectively bargained plan | No |
2011: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2011 form 5500 responses | ||
2011-09-01 | Type of plan entity | Single employer plan |
2011-09-01 | Submission has been amended | No |
2011-09-01 | This submission is the final filing | No |
2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-09-01 | Plan is a collectively bargained plan | No |
2011-09-01 | Plan funding arrangement – Trust | Yes |
2011-09-01 | Plan benefit arrangement - Trust | Yes |
2010: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2010 form 5500 responses | ||
2010-09-01 | Type of plan entity | DFE (Diect Filing Entity) |
2010-09-01 | Submission has been amended | No |
2010-09-01 | This submission is the final filing | No |
2010-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-09-01 | Plan is a collectively bargained plan | No |
2009: VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN 2009 form 5500 responses | ||
2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | Submission has been amended | No |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-09-01 | Plan is a collectively bargained plan | No |
2009-09-01 | Plan funding arrangement – Trust | Yes |
2009-09-01 | Plan benefit arrangement - Trust | Yes |