DEPARTMENT OF TEXAS VETERANS OF FOREIGN WARS RETIREMENT PLAN 401k Plan overview

DEPARTMENT OF TEXAS VETERANS OF FOREIGN WARS RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	DEPARTMENT OF TEXAS VETERANS OF FOREIGN WARS
Employer identification number (EIN):	740964465
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-09-01	BEN LOWRENCE	2024-06-27
002	2021-09-01	BEN LOWRENCE	2023-05-23
002	2020-09-01	BEN LOWRENCE	2022-05-25
002	2019-09-01	DAN WEST	2021-04-06
002	2018-09-01	DAN WEST	2020-06-09
002	2017-09-01	DAN WEST	2019-05-29	DAN WEST	2019-05-29
002	2016-09-01	ROY J. GRONA	2018-02-09	ROY J. GRONA	2018-02-09
002	2015-09-01	ROY J. GRONA	2017-03-21	ROY J. GRONA	2017-03-21
002	2014-09-01
002	2013-09-01	ROY J. GRONA	2015-03-28
002	2012-09-01	ROY J. GRONA	2014-03-30
002	2011-09-01	ROY J. GRONA	2013-03-31
002	2010-09-01	JAMES E. TURPIN	2012-03-31

Plan Statistics for DEPARTMENT OF TEXAS VETERANS OF FOREIGN WARS RETIREMENT PLAN

Measure	Date	Value
2023: DEPARTMENT OF TEXAS VETERANS OF FOREIGN WARS RETIREMENT PLAN 2023 401k membership
Market value of plan assets	2023-08-31	3,139,704
Acturial value of plan assets	2023-08-31	3,139,704
Funding target for retired participants and beneficiaries receiving payment	2023-08-31	1,430,515
Number of terminated vested participants	2023-08-31	2
Fundng target for terminated vested participants	2023-08-31	178,356
Active participant vested funding target	2023-08-31	0
Number of active participants	2023-08-31	0
Total funding liabilities for active participants	2023-08-31	0
Total participant count	2023-08-31	12
Total funding target for all participants	2023-08-31	1,608,871
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
Total available prior years excess cotributions added 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	0
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	0
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	0
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
Carryover balance elected to use to offset funding requirement	2023-08-31	0
Prefunding balance elected to use to offset funding requirement	2023-08-31	0
Additional cash requirement	2023-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2023-08-31	0
Unpaid minimum required contributions for current year	2023-08-31	0
Unpaid minimum required contributions for all years	2023-08-31	0
2022: DEPARTMENT OF TEXAS VETERANS OF FOREIGN WARS RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-08-31	3,628,126
Acturial value of plan assets	2022-08-31	3,628,126
Funding target for retired participants and beneficiaries receiving payment	2022-08-31	1,562,895
Number of terminated vested participants	2022-08-31	2
Fundng target for terminated vested participants	2022-08-31	162,234
Active participant vested funding target	2022-08-31	0
Number of active participants	2022-08-31	0
Total funding liabilities for active participants	2022-08-31	0
Total participant count	2022-08-31	14
Total funding target for all participants	2022-08-31	1,725,129
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	0
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	0
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	0
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	0
Unpaid minimum required contributions for current year	2022-08-31	0
Unpaid minimum required contributions for all years	2022-08-31	0
2021: DEPARTMENT OF TEXAS VETERANS OF FOREIGN WARS RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-08-31	3,346,357
Acturial value of plan assets	2021-08-31	3,346,357
Funding target for retired participants and beneficiaries receiving payment	2021-08-31	1,567,814
Number of terminated vested participants	2021-08-31	1
Fundng target for terminated vested participants	2021-08-31	9,758
Active participant vested funding target	2021-08-31	343,613
Number of active participants	2021-08-31	2
Total funding liabilities for active participants	2021-08-31	343,613
Total participant count	2021-08-31	16
Total funding target for all participants	2021-08-31	1,921,185
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-08-31	0
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	31,200
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: DEPARTMENT OF TEXAS VETERANS OF FOREIGN WARS RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-08-31	3,345,021
Acturial value of plan assets	2020-08-31	3,345,021
Funding target for retired participants and beneficiaries receiving payment	2020-08-31	1,677,132
Number of terminated vested participants	2020-08-31	2
Fundng target for terminated vested participants	2020-08-31	75,477
Active participant vested funding target	2020-08-31	292,237
Number of active participants	2020-08-31	2
Total funding liabilities for active participants	2020-08-31	292,237
Total participant count	2020-08-31	17
Total funding target for all participants	2020-08-31	2,044,846
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-31	0
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	0
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	0
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	34,566
Total funding amount beforereflecting carryover/prefunding balances	2020-08-31	0
Additional cash requirement	2020-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for all years	2020-08-31	0
2019: DEPARTMENT OF TEXAS VETERANS OF FOREIGN WARS RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-08-31	3,465,074
Acturial value of plan assets	2019-08-31	3,465,074
Funding target for retired participants and beneficiaries receiving payment	2019-08-31	1,429,149
Number of terminated vested participants	2019-08-31	2
Fundng target for terminated vested participants	2019-08-31	67,243
Active participant vested funding target	2019-08-31	497,249
Number of active participants	2019-08-31	3
Total funding liabilities for active participants	2019-08-31	497,249
Total participant count	2019-08-31	17
Total funding target for all participants	2019-08-31	1,993,641
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	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	0
Total employee contributions	2019-08-31	0
Unpaid minimum required contributions for all 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	10,459
Total funding amount beforereflecting carryover/prefunding balances	2019-08-31	0
Additional cash requirement	2019-08-31	0
Unpaid minimum required contributions for current year	2019-08-31	0
Unpaid minimum required contributions for all years	2019-08-31	0
2018: DEPARTMENT OF TEXAS VETERANS OF FOREIGN WARS RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-08-31	3,353,599
Acturial value of plan assets	2018-08-31	3,353,599
Funding target for retired participants and beneficiaries receiving payment	2018-08-31	1,409,642
Number of terminated vested participants	2018-08-31	2
Fundng target for terminated vested participants	2018-08-31	60,274
Active participant vested funding target	2018-08-31	426,776
Number of active participants	2018-08-31	3
Total funding liabilities for active participants	2018-08-31	426,776
Total participant count	2018-08-31	17
Total funding target for all participants	2018-08-31	1,896,692
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	195,093
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-31	206,467
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	0
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	0
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	5,949
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	0
Unpaid minimum required contributions for current year	2018-08-31	0
Unpaid minimum required contributions for all years	2018-08-31	0
2017: DEPARTMENT OF TEXAS VETERANS OF FOREIGN WARS RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-08-31	3,102,072
Acturial value of plan assets	2017-08-31	3,102,072
Funding target for retired participants and beneficiaries receiving payment	2017-08-31	1,366,810
Number of terminated vested participants	2017-08-31	3
Fundng target for terminated vested participants	2017-08-31	139,056
Active participant vested funding target	2017-08-31	360,549
Number of active participants	2017-08-31	3
Total funding liabilities for active participants	2017-08-31	360,549
Total participant count	2017-08-31	18
Total funding target for all participants	2017-08-31	1,866,415
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	197,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-08-31	209,893
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	200,000
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	195,093
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	24,498
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	195,093
Unpaid minimum required contributions for current year	2017-08-31	0
Unpaid minimum required contributions for all years	2017-08-31	0

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