# Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc Health & Welfare Plan
Source: https://planprovider.pro/companies/southern-ca-financial-planners-voluntary-employee-beneficiary-assoc-954104209-501

> Southern Ca Financial Planners Voluntary Employee Beneficiary Assoc's Health & Welfare plan: 6 participants, plan year 2025 financials, providers, and benchm…

Form 5500 filing data for plan year 2025.

## 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|

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