2023 Form 5500 filing — Farewells, Inc. 401(K) 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 20240731111505NAL0021396273001) for Farewells, Inc. 401(K) Plan, reported by French Funerals-Cremations, Inc. under EIN 85-0202874 and plan number 002. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.5MReported net assets$6,519,038
Participants151
Provider compensation$37.9K1 Schedule C row(s)$37,875
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731111505NAL0021396273001
Plan sponsor
French Funerals-Cremations, Inc.
EIN
85-0202874
Plan number
002
Location
Albuquerque, NM
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$927.7K
Benefits paid / distributions$890.6K
Contributions
Employer$130.8K
Participant$392.4K
Full reported line items
Total assets (EOY)
$6,519,038
Total liabilities (EOY)
$0
Net assets (EOY)
$6,519,038
Employer contributions
$130,782
Participant contributions
$392,381
Total income / additions
$1,464,243
Benefits paid
$890,593
Administrative expenses
$37,123
Total expenses
$927,716
Net increase / (decrease)
$536,527
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Bokf, Na$37.9K
    TRUSTEE · Direct $37.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731111505NAL0021396273001 cover?
It is the 2023 Form 5500 filing for Farewells, Inc. 401(K) Plan, reported by French Funerals-Cremations, Inc. (EIN 85-0202874).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages