Wilbert Funeral 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, Wilbert Funeral Service, Inc. (EIN 36-4128481) is a plan sponsor located in Overland Park, KS 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
36-4128481
Location
Overland Park, KS
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$48,792,956
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$48,792,956

Contributions & income

Employer contributions
$2,168,969
Participant contributions
$3,535,236
Total income / additions
$13,392,833

Expenses & distributions

Benefits paid / distributions
$6,487,094
Total expenses
$6,621,582
Net increase / (decrease)
$6,771,251

Coverage

Total reported participants
2,201
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Wilbert Funeral Service, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Wilbert Funeral Services, Inc. 401(K) Plan0011,349$48,792,9562023
Wilbert Funeral Services, Inc. Employee Benefit Plan501852not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wilbert Funeral Service, Inc.
YearPlanParticipantsSchedulesFiling
2023Wilbert Funeral Services, Inc. Employee Benefit Plan85220240925113007NAL0014631745001
2023Wilbert Funeral Services, Inc. 401(K) Plan1,349H, C20241015115938NAL0055940594001

Related Form 5500 pages