Barry Wilson Funeral Home & Cremation Services, Ltd — Form 5500 plan (Barry Wilson Funeral Home & Cremation Services, Ltd)
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, Barry Wilson Funeral Home & Cremation Services, Ltd is a benefit plan reported by Barry Wilson Funeral Home & Cremation Services, Ltd under EIN 27-3185721 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $347,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barry Wilson Funeral Home & Cremation Services, Ltd
- EIN
- 27-3185721
- Plan number
- 001
- Plan type
- 2
- Location
- Maryville, IL
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $347,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240618161506NAL0002998465001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $347,288
- Net assets (EOY)
- $347,288
- Net assets (BOY)
- $205,399
Income & contributions
- Employer contributions
- $33,629
- Participant contributions
- $64,716
- Total income / additions
- $144,597
Expenses & distributions
- Administrative expenses
- $2,708
- Total expenses
- $2,708
- Net increase / (decrease)
- $141,889
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.