Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan — Form 5500 plan (Nash-Jackan Funeral Homes, 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, Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan is a benefit plan reported by Nash-Jackan Funeral Homes, Inc. under EIN 39-0789921 and plan number 005. The latest loaded filing year is 2023. The filing reports 4 participants and $3,276,442 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nash-Jackan Funeral Homes, Inc.
- EIN
- 39-0789921
- Plan number
- 005
- Plan type
- 2
- Location
- Ladysmith, WI
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $3,276,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240515151050NAL0040379009001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,276,442
- Net assets (EOY)
- $3,276,442
- Net assets (BOY)
- $3,217,664
Income & contributions
- Employer contributions
- $100,801
- Total income / additions
- $458,262
Expenses & distributions
- Benefits paid
- $383,730
- Administrative expenses
- $15,754
- Total expenses
- $399,484
- Net increase / (decrease)
- $58,778
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.