2023 Form 5500 filing — Mountain View Mortuary 401(K) Profit Sharing Plan And Trust
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 20241011100526NAL0012352083001) for Mountain View Mortuary 401(K) Profit Sharing Plan And Trust, reported by Mountain View Mortuary, A California Corporation under EIN 95-2043344 and plan number 002. It reports 46 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241011100526NAL0012352083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mountain View Mortuary, A California Corporation
- EIN
- 95-2043344
- Plan number
- 002
- Location
- Altadena, CA
- Participants
- 46
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,563,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,563,653
- Employer contributions
- $75,153
- Participant contributions
- $175,036
- Total income / additions
- $607,336
- Benefits paid
- $269,387
- Administrative expenses
- $22,352
- Total expenses
- $291,739
- Net increase / (decrease)
- $315,597
- Schedule source
- Schedule I