Lerud-Schuldt Mathias Funeral Home 401(K) Plan — Form 5500 plan (Peterson-Schuldt 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, Lerud-Schuldt Mathias Funeral Home 401(K) Plan is a benefit plan reported by Peterson-Schuldt Funeral Home, Inc. under EIN 45-0281355 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,756,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peterson-Schuldt Funeral Home, Inc.
- EIN
- 45-0281355
- Plan number
- 001
- Plan type
- 2
- Location
- Valley City, ND
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,756,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240731170003NAL0021967409001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,756,007
- Net assets (EOY)
- $1,756,007
- Net assets (BOY)
- $1,516,008
Income & contributions
- Employer contributions
- $18,000
- Total income / additions
- $289,999
Expenses & distributions
- Benefits paid
- $50,000
- Total expenses
- $50,000
- Net increase / (decrease)
- $239,999
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.