Getz Funeral Home Inc. Profit Sharing Plan — Form 5500 plan (Getz 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, Getz Funeral Home Inc. Profit Sharing Plan is a benefit plan reported by Getz Funeral Home, Inc. under EIN 85-0257849 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $6,441,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Getz Funeral Home, Inc.
- EIN
- 85-0257849
- Plan number
- 001
- Plan type
- 2
- Location
- Las Cruces, NM
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $6,441,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240513153428NAL0032205939002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,441,638
- Net assets (EOY)
- $6,441,638
- Net assets (BOY)
- $5,448,295
Income & contributions
- Employer contributions
- $75,000
- Total income / additions
- $1,258,384
Expenses & distributions
- Benefits paid
- $218,553
- Administrative expenses
- $46,488
- Total expenses
- $265,041
- Net increase / (decrease)
- $993,343
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.