2023 Form 5500 filing — Carriage Services 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 20241015110319NAL0016195171001) for Carriage Services 401(K) Plan, reported by Carriage Funeral Holdings, Inc. under EIN 76-0339922 and plan number 001. It reports 3,092 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110319NAL0016195171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carriage Funeral Holdings, Inc.
- EIN
- 76-0339922
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 3,092
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,751,173
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,751,173
- Employer contributions
- $3,074,936
- Participant contributions
- $6,753,220
- Total income / additions
- $22,828,610
- Benefits paid
- $10,250,336
- Administrative expenses
- $128,811
- Total expenses
- $10,367,394
- Net increase / (decrease)
- $12,461,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,665 | $0 |
| The Monroe Vos Consulting Group Inc | INVESTMENT ADVISOR | $37,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,376 | not reported in the loaded dataset |
| Warren Averett LLC | AUDITOR | $16,500 | not reported in the loaded dataset |
| Ham Langston & Brezina Llp | AUDITOR | $10,770 | not reported in the loaded dataset |