2023 Form 5500 filing — S & N Funeral Home Simplified Psp

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711103010NAL0009262451003) for S & N Funeral Home Simplified Psp, reported by Stephenson-Nelson Funeral Home, In under EIN 59-1144010 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240711103010NAL0009262451003
Filing year
2023
Form type
2
Plan sponsor
Stephenson-Nelson Funeral Home, In
EIN
59-1144010
Plan number
001
Location
Sebring, FL
Participants
7
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,308,433
Net assets (EOY)
$1,308,433
Employer contributions
$14,964
Total income / additions
$78,345
Benefits paid
$27,000
Total expenses
$27,000
Net increase / (decrease)
$51,345
Schedule source
Schedule I

Related Form 5500 pages