2023 Form 5500 filing — The Branch Funeral Home LLC 401k Profit Sharing Pl
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 20240913150627NAL0016462416001) for The Branch Funeral Home LLC 401k Profit Sharing Pl, reported by The Branch Funeral Home, LLC under EIN 20-3453883 and plan number 002. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240913150627NAL0016462416001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Branch Funeral Home, LLC
- EIN
- 20-3453883
- Plan number
- 002
- Location
- Smithtown, NY
- Participants
- 18
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,010,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,010,676
- Employer contributions
- $122,172
- Participant contributions
- $148,181
- Total income / additions
- $641,476
- Benefits paid
- $55,211
- Administrative expenses
- -$2,312
- Total expenses
- $52,899
- Net increase / (decrease)
- $588,577
- Schedule source
- Schedule I