2023 Form 5500 filing — Linnemann Funeral Homes 401k Retirement 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 20240930080200NAL0005437073001) for Linnemann Funeral Homes 401k Retirement Plan, reported by Linnemann Funeral Homes under EIN 61-0600914 and plan number 003. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1MReported net assets$1,079,573
Participants22
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930080200NAL0005437073001
Plan sponsor
Linnemann Funeral Homes
EIN
61-0600914
Plan number
003
Location
Erlanger, KY
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)$1.1M total assets
Net assets$1.1MLiabilities
Money in vs. money out
Total income / additions$260.4K
Total expenses$203.3K
Benefits paid / distributions$193.3K
Contributions
Employer$31.9K
Participant$61.1K
Full reported line items
Total assets (EOY)
$1,079,573
Net assets (EOY)
$1,079,573
Employer contributions
$31,920
Participant contributions
$61,061
Total income / additions
$260,393
Benefits paid
$193,260
Total expenses
$203,293
Net increase / (decrease)
$57,100

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930080200NAL0005437073001 cover?
It is the 2023 Form 5500 filing for Linnemann Funeral Homes 401k Retirement Plan, reported by Linnemann Funeral Homes (EIN 61-0600914).
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