Carriage Services 401(K) Plan — Form 5500 plan (Carriage Funeral Holdings, 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, Carriage Services 401(K) Plan is a benefit plan reported by Carriage Funeral Holdings, Inc. under EIN 76-0339922 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,092 participants and $90,751,173 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carriage Funeral Holdings, Inc.
- EIN
- 76-0339922
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 3,092
- End-of-year plan assets
- $90,751,173
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,092 | H, C | 20241015110319NAL0016195171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,751,173
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,751,173
- Net assets (BOY)
- $78,289,957
Income & contributions
- Employer contributions
- $3,074,936
- Participant contributions
- $6,753,220
- Total contributions
- $10,734,683
- Total income / additions
- $22,828,610
Expenses & distributions
- Benefits paid
- $10,250,336
- Administrative expenses
- $128,811
- Total expenses
- $10,367,394
- Net increase / (decrease)
- $12,461,216
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,665 | $0 | 2023 |
| The Monroe Vos Consulting Group Inc | INVESTMENT ADVISOR | $37,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,376 | not reported in the loaded dataset | 2023 |
| Warren Averett LLC | AUDITOR | $16,500 | not reported in the loaded dataset | 2023 |
| Ham Langston & Brezina Llp | AUDITOR | $10,770 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carriage Funeral Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- The Monroe Vos Consulting Group Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Warren Averett LLC — Schedule C compensation
- Ham Langston & Brezina Llp — Schedule C compensation