Forest Lawn 401(K) Plan — Form 5500 plan (Forest Lawn Memorial - Parks & Mortuaries)
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, Forest Lawn 401(K) Plan is a benefit plan reported by Forest Lawn Memorial - Parks & Mortuaries under EIN 95-0743320 and plan number 334. The latest loaded filing year is 2023. The filing reports 1,351 participants and $127,055,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forest Lawn Memorial - Parks & Mortuaries
- EIN
- 95-0743320
- Plan number
- 334
- Plan type
- 2
- Location
- Glendale, CA
- Latest filing year
- 2023
- Participants
- 1,351
- End-of-year plan assets
- $127,055,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,351 | H, C | 20240923163527NAL0015784912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $127,055,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $127,055,099
- Net assets (BOY)
- $106,487,797
Income & contributions
- Employer contributions
- $3,009,707
- Participant contributions
- $9,476,641
- Total contributions
- $12,703,979
- Total income / additions
- $30,358,241
Expenses & distributions
- Benefits paid
- $9,561,929
- Administrative expenses
- $219,927
- Total expenses
- $9,790,939
- Net increase / (decrease)
- $20,567,302
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $130,507 | $0 | 2023 |
| Sageview Advisory Group LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $10,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $28 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Forest Lawn Memorial - Parks & Mortuaries
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Glendale, CA
- T Rowe Price Rps Inc — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation