Holle Family Funeral Home, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Holle Family Funeral Home, Inc.)
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, Holle Family Funeral Home, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Holle Family Funeral Home, Inc. under EIN 20-5314502 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $1,370,166 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holle Family Funeral Home, Inc.
- EIN
- 20-5314502
- Plan number
- 001
- Plan type
- 2
- Location
- Maplewood, NJ
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $1,370,166
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20241015143728NAL0016646019001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,370,166
- Net assets (EOY)
- $1,370,166
- Net assets (BOY)
- $1,102,451
Income & contributions
- Employer contributions
- $11,105
- Participant contributions
- $21,926
- Total income / additions
- $286,581
Expenses & distributions
- Administrative expenses
- $15,312
- Total expenses
- $18,866
- Net increase / (decrease)
- $267,715
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.