2023 Form 5500 filing — Cypress Lawn Cemetery Association 401(K) Savings Account

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 20240916120557NAL0002725440001) for Cypress Lawn Cemetery Association 401(K) Savings Account, reported by Cypress Lawn Cemetery Assoc under EIN 94-0416370 and plan number 002. It reports 397 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)$24.3MReported net assets$24,303,664

Participants397

Provider compensation$97.6K2 Schedule C row(s)$97,617

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240916120557NAL0002725440001
Plan sponsor: Cypress Lawn Cemetery Assoc
EIN: 94-0416370
Plan number: 002
Location: Colma, CA
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)$24.3M total assets

Net assets$24.3MLiabilities$0

Money in vs. money out

Total income / additions$6M

Total expenses$1.7M

Benefits paid / distributions$1.6M

Contributions

Employer$992K

Participant$1.4M

Full reported line items

Total assets (EOY): $24,303,664
Total liabilities (EOY): $0
Net assets (EOY): $24,303,664
Employer contributions: $991,984
Participant contributions: $1,428,625
Total income / additions: $6,002,276
Benefits paid: $1,625,849
Administrative expenses: $96,339
Total expenses: $1,742,245
Net increase / (decrease): $4,260,031

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$53K
CONTRACT ADMINISTRATOR · Direct $53K · Indirect $0
2
Wells Fargo Advisors$44.6K
INVESTMENT ADVISORY · Direct $44.6K · Indirect $4

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916120557NAL0002725440001 cover?: It is the 2023 Form 5500 filing for Cypress Lawn Cemetery Association 401(K) Savings Account, reported by Cypress Lawn Cemetery Assoc (EIN 94-0416370).
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).