Snell-Zornig Funeral Homes, Inc. Esop — Form 5500 plan (Snell-Zornig 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, Snell-Zornig Funeral Homes, Inc. Esop is a benefit plan reported by Snell-Zornig Funeral Homes, Inc. under EIN 42-1361015 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $1,472,930 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Snell-Zornig Funeral Homes, Inc.
- EIN
- 42-1361015
- Plan number
- 002
- Plan type
- 2
- Location
- Clinton, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241015103008NAL0028067025003 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,472,930
- Total liabilities (EOY)
- $708,596
- Net assets (EOY)
- $764,334
- Net assets (BOY)
- $782,359
Income & contributions
- Employer contributions
- $65,798
- Total income / additions
- -$2,841
Expenses & distributions
- Total expenses
- $15,184
- Net increase / (decrease)
- -$18,025
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.