2023 Form 5500 filing — Washburn-Mcreavy Funeral Chapels, Inc. Profit Sharing /401(K) Plan
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 20241014082143NAL0045299536001) for Washburn-Mcreavy Funeral Chapels, Inc. Profit Sharing /401(K) Plan, reported by Washburn-Mcreavy Funeral Chapels, Inc. under EIN 41-0783275 and plan number 002. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082143NAL0045299536001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Washburn-Mcreavy Funeral Chapels, Inc.
- EIN
- 41-0783275
- Plan number
- 002
- Location
- New Brighton, MN
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,159,402
- Total liabilities (EOY)
- $80,068
- Net assets (EOY)
- $21,079,334
- Employer contributions
- $445,361
- Participant contributions
- $493,251
- Total income / additions
- $4,116,377
- Benefits paid
- $1,204,696
- Administrative expenses
- $1,445
- Total expenses
- $1,206,141
- Net increase / (decrease)
- $2,910,236
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $1,445 | $0 |