2023 Form 5500 filing — Lerud-Schuldt Mathias Funeral Home 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 20240731170003NAL0021967409001) for Lerud-Schuldt Mathias Funeral Home 401(K) Plan, reported by Peterson-Schuldt Funeral Home, Inc. under EIN 45-0281355 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240731170003NAL0021967409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peterson-Schuldt Funeral Home, Inc.
- EIN
- 45-0281355
- Plan number
- 001
- Location
- Valley City, ND
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,756,007
- Net assets (EOY)
- $1,756,007
- Employer contributions
- $18,000
- Total income / additions
- $289,999
- Benefits paid
- $50,000
- Total expenses
- $50,000
- Net increase / (decrease)
- $239,999
- Schedule source
- Schedule I