S & N Funeral Home Simplified Psp — Form 5500 plan (Stephenson-Nelson Funeral Home, In)
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, S & N Funeral Home Simplified Psp is a benefit plan reported by Stephenson-Nelson Funeral Home, In under EIN 59-1144010 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,308,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stephenson-Nelson Funeral Home, In
- EIN
- 59-1144010
- Plan number
- 001
- Plan type
- 2
- Location
- Sebring, FL
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $1,308,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240711103010NAL0009262451003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,308,433
- Net assets (EOY)
- $1,308,433
- Net assets (BOY)
- $1,257,088
Income & contributions
- Employer contributions
- $14,964
- Total income / additions
- $78,345
Expenses & distributions
- Benefits paid
- $27,000
- Total expenses
- $27,000
- Net increase / (decrease)
- $51,345
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.