2023 Form 5500 filing — Stephenson-Nelson-Smith Fun Hm Spsp
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711103010NAL0009262451002) for Stephenson-Nelson-Smith Fun Hm Spsp, reported by Stephenson Nelson Funeral Home Of Avon Park, Inc. under EIN 59-1059068 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240711103010NAL0009262451002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stephenson Nelson Funeral Home Of Avon Park, Inc.
- EIN
- 59-1059068
- Plan number
- 001
- Location
- Sebring, FL
- Participants
- 6
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $518,642
- Net assets (EOY)
- $518,642
- Employer contributions
- $10,265
- Total income / additions
- $15,544
- Benefits paid
- $13,000
- Total expenses
- $13,000
- Net increase / (decrease)
- $2,544
- Schedule source
- Schedule I