2023 Form 5500 filing — Pensacola Memorial Gardens And Funeral Home 401(K) Profit Sharing

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 20240725131547NAL0014515169001) for Pensacola Memorial Gardens And Funeral Home 401(K) Profit Sharing, reported by Pensacola Memorial Gardens And Funeral Home, Inc. under EIN 59-0735667 and plan number 001. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.2MReported net assets$1,216,468
Participants25
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240725131547NAL0014515169001
Plan sponsor
Pensacola Memorial Gardens And Funeral Home, Inc.
EIN
59-0735667
Plan number
001
Location
Pensacola, FL
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)$1.2M total assets
Net assets$1.2MLiabilities
Money in vs. money out
Total income / additions$217.2K
Total expenses$332.9K
Benefits paid / distributions$332.9K
Contributions
Employer$17.8K
Participant$87K
Full reported line items
Total assets (EOY)
$1,216,468
Net assets (EOY)
$1,216,468
Employer contributions
$17,806
Participant contributions
$87,040
Total income / additions
$217,249
Benefits paid
$332,933
Total expenses
$332,933
Net increase / (decrease)
-$115,684

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240725131547NAL0014515169001 cover?
It is the 2023 Form 5500 filing for Pensacola Memorial Gardens And Funeral Home 401(K) Profit Sharing, reported by Pensacola Memorial Gardens And Funeral Home, Inc. (EIN 59-0735667).
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