Plan Snapshot
- Plan Sponsor: Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc
- Sponsor EIN: 954104209
- Sponsor Address: 8493 FARRALONE AVE STE 101, WEST HILLS, CA, 913042221
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 6
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $8.7M | $0 | $0 |
| 2024 | 6 | $8.5M | $0 | $0 |
| 2023 | 7 | $8.5M | $0 | $0 |
| 2022 | 7 | $8.4M | $0 | $0 |