SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TR

[ EIN: 95-4104209 | Plan No. 501 ]

Form 5500 records indicate that SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TR is a DFE/Master Trust plan sponsored by SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC. The plan is classified as a Large Plan with 6 participants and assets totaling $8,539,990 for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC

Location: 8493 FARRALONE AVE # 101, WEST HILLS, CA 91304

EIN: 954104209

Plan Number: 501

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: DFE/Master Trust

Plan Type: DFE/Master Trust

Participants: 6

Total Assets: $8,539,990

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