Plan5500

B & G Mortuary Service, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, B & G Mortuary Service, Inc. (EIN 27-3514010) is a plan sponsor located in Charlestown, IN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-3514010
Location
Charlestown, IN
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.3KSummed across loaded plans$2,332
Total reported assets$2.3K$2,332
Total reported participants6
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.3K total assets
Net assets$2.3KLiabilities—
Contributions & income
Employer contributions$49.8K
Participant contributionsNot reported
Total income / additions$49.9K
Expenses & distributions
Benefits paid / distributions$40.7K
Total expenses$47.6K
Net increase / (decrease)$2.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%B & G Mortuary Service, Inc. Self Funded Medical Reimbursement Plan
Participants per plan6Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    B & G Mortuary Service, Inc. Self Funded Medical Reimbursement Plan$2.3K
    Plan #502 · 6 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for B & G Mortuary Service, Inc.
YearPlanParticipantsSchedulesFiling
2023B & G Mortuary Service, Inc. Self Funded Medical Reimbursement Plan6I20250621204505NAL0004886881001

Related Form 5500 pages