Mountain View Mortuary 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Mountain View Mortuary, A California Corporation)
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, Mountain View Mortuary 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Mountain View Mortuary, A California Corporation under EIN 95-2043344 and plan number 002. The latest loaded filing year is 2023. The filing reports 46 participants and $2,563,653 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mountain View Mortuary, A California Corporation
- EIN
- 95-2043344
- Plan number
- 002
- Plan type
- 2
- Location
- Altadena, CA
- Latest filing year
- 2023
- Participants
- 46
- End-of-year plan assets
- $2,563,653
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 46 | I | 20241011100526NAL0012352083001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,563,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,563,653
- Net assets (BOY)
- $2,248,056
Income & contributions
- Employer contributions
- $75,153
- Participant contributions
- $175,036
- Total income / additions
- $607,336
Expenses & distributions
- Benefits paid
- $269,387
- Administrative expenses
- $22,352
- Total expenses
- $291,739
- Net increase / (decrease)
- $315,597
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.