Altmeyer Funeral Homes, Inc. 401(K) Plan — Form 5500 plan (Altmeyer 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, Altmeyer Funeral Homes, Inc. 401(K) Plan is a benefit plan reported by Altmeyer Funeral Homes, Inc. under EIN 55-0597691 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $10,342,350 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Altmeyer Funeral Homes, Inc.
- EIN
- 55-0597691
- Plan number
- 001
- Plan type
- 2
- Location
- Wheeling, WV
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $10,342,350
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241015095129NAL0055442002001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,342,350
- Net assets (EOY)
- $10,342,350
- Net assets (BOY)
- $9,055,579
Income & contributions
- Employer contributions
- $391,419
- Participant contributions
- $854,456
- Total contributions
- $1,304,272
- Total income / additions
- $2,530,409
Expenses & distributions
- Benefits paid
- $1,221,648
- Administrative expenses
- $12,322
- Total expenses
- $1,243,638
- Net increase / (decrease)
- $1,286,771
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | INVESTMENT ADVISOR | $31,755 | $0 | 2023 |
| Metro Benefits Inc. | CONTRACT ADMIN | $16,620 | $0 | 2023 |
| Capital Group Retirement Plan Servi | RECORD KEEPER | $2,838 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Altmeyer Funeral Homes, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Wheeling, WV
- Raymond James Financial Services — Schedule C compensation
- Metro Benefits Inc. — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation