2023 Form 5500 filing — Stonemor Retirement And Savings 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 20241015170045NAL0030424401001) for Stonemor Retirement And Savings Plan, reported by Stonemor, Inc. under EIN 80-0103152 and plan number 001. It reports 2,779 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$35MReported net assets$34,996,371
Participants2.8K2,779
Provider compensation$240.2K3 Schedule C row(s)$240,150
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015170045NAL0030424401001
Plan sponsor
Stonemor, Inc.
EIN
80-0103152
Plan number
001
Location
Altamonte Spring, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$35M total assets
Net assets$35MLiabilities$0
Money in vs. money out
Total income / additions$10.2M
Total expenses$8.8M
Benefits paid / distributions$8.4M
Contributions
Employer$522.7K
Participant$4.1M
Full reported line items
Total assets (EOY)
$34,996,371
Total liabilities (EOY)
$0
Net assets (EOY)
$34,996,371
Employer contributions
$522,714
Participant contributions
$4,082,606
Total income / additions
$10,178,097
Benefits paid
$8,368,380
Administrative expenses
$240,150
Total expenses
$8,769,793
Net increase / (decrease)
$1,408,304
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $155.8K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $83K
  3. 3
    INVESTMENT MGMT · Direct $1.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015170045NAL0030424401001 cover?
It is the 2023 Form 5500 filing for Stonemor Retirement And Savings Plan, reported by Stonemor, Inc. (EIN 80-0103152).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages