The Branch Funeral Home LLC 401k Profit Sharing Pl — Form 5500 plan (The Branch Funeral Home, LLC)
Plain-English plan 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, The Branch Funeral Home LLC 401k Profit Sharing Pl is a benefit plan reported by The Branch Funeral Home, LLC under EIN 20-3453883 and plan number 002. The latest loaded filing year is 2023. The filing reports 18 participants and $3,010,676 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Branch Funeral Home, LLC
- EIN
- 20-3453883
- Plan number
- 002
- Plan type
- 2
- Location
- Smithtown, NY
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $3,010,676
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240913150627NAL0016462416001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,010,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,010,676
- Net assets (BOY)
- $2,422,099
Income & contributions
- Employer contributions
- $122,172
- Participant contributions
- $148,181
- Total income / additions
- $641,476
Expenses & distributions
- Benefits paid
- $55,211
- Administrative expenses
- -$2,312
- Total expenses
- $52,899
- Net increase / (decrease)
- $588,577
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.