2023 Form 5500 filing — Tollefson Funeral Home, Inc. Esop
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 20250411081044NAL0012533923001) for Tollefson Funeral Home, Inc. Esop, reported by Tollefson Funeral Home, Inc. under EIN 45-0383904 and plan number 003. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250411081044NAL0012533923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tollefson Funeral Home, Inc.
- EIN
- 45-0383904
- Plan number
- 003
- Location
- Grafton, ND
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,222,607
- Net assets (EOY)
- $1,222,607
- Total income / additions
- -$168,429
- Total expenses
- $0
- Net increase / (decrease)
- -$168,429
- Schedule source
- Schedule I