2023 Form 5500 filing — Love-Heitmeyer Funeral Homes Inc. Profit Sharing 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 20240729195203NAL0019978609001) for Love-Heitmeyer Funeral Homes Inc. Profit Sharing Plan, reported by Love-Heitmeyer Funeral Homes, Inc. under EIN 34-1365450 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.1MReported net assets$3,073,511
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240729195203NAL0019978609001
Plan sponsor
Love-Heitmeyer Funeral Homes, Inc.
EIN
34-1365450
Plan number
001
Location
Ottawa, OH
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)$3.1M total assets
Net assets$3.1MLiabilities
Money in vs. money out
Total income / additions$545.4K
Total expenses$12.1K
Benefits paid / distributions$12.1K
Contributions
Employer$29.2K
Participant$31.6K
Full reported line items
Total assets (EOY)
$3,073,511
Net assets (EOY)
$3,073,511
Employer contributions
$29,173
Participant contributions
$31,597
Total income / additions
$545,444
Benefits paid
$12,126
Total expenses
$12,126
Net increase / (decrease)
$533,318

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729195203NAL0019978609001 cover?
It is the 2023 Form 5500 filing for Love-Heitmeyer Funeral Homes Inc. Profit Sharing Plan, reported by Love-Heitmeyer Funeral Homes, Inc. (EIN 34-1365450).
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