2023 Form 5500 filing — Pierre Funeral Home. Inc. 401(K) Safe Harbor Plan

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 20240716154951NAL0007049522001) for Pierre Funeral Home. Inc. 401(K) Safe Harbor Plan, reported by Pierre Funeral Home Inc. under EIN 35-0905579 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,149,042
Participants14
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240716154951NAL0007049522001
Plan sponsor
Pierre Funeral Home Inc.
EIN
35-0905579
Plan number
001
Location
Evansville, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$484.1K
Total expenses$276.6K
Benefits paid / distributions$257.6K
Contributions
Employer$60.1K
Participant$110.1K
Full reported line items
Total assets (EOY)
$2,149,042
Total liabilities (EOY)
$0
Net assets (EOY)
$2,149,042
Employer contributions
$60,123
Participant contributions
$110,064
Total income / additions
$484,076
Benefits paid
$257,571
Administrative expenses
$19,020
Total expenses
$276,591
Net increase / (decrease)
$207,485

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240716154951NAL0007049522001 cover?
It is the 2023 Form 5500 filing for Pierre Funeral Home. Inc. 401(K) Safe Harbor Plan, reported by Pierre Funeral Home Inc. (EIN 35-0905579).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages