2023 Form 5500 filing — Colonial Memorial Chapel, Inc. 401(K) Profit Sharing Plan And Trust

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 20241011101506NAL0022549905003) for Colonial Memorial Chapel, Inc. 401(K) Profit Sharing Plan And Trust, reported by Colonial Memorial Chapel Inc. under EIN 16-1528274 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$700.2KReported net assets$700,225
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011101506NAL0022549905003
Plan sponsor
Colonial Memorial Chapel Inc.
EIN
16-1528274
Plan number
001
Location
Woodbourne, NY
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)$700.2K total assets
Net assets$700.2KLiabilities
Money in vs. money out
Total income / additions$130.9K
Total expenses$4.4K
Benefits paid / distributionsNot reported
Contributions
Employer$9.6K
Participant$37.5K
Full reported line items
Total assets (EOY)
$700,225
Net assets (EOY)
$700,225
Employer contributions
$9,620
Participant contributions
$37,500
Total income / additions
$130,879
Administrative expenses
$4,403
Total expenses
$4,403
Net increase / (decrease)
$126,476

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011101506NAL0022549905003 cover?
It is the 2023 Form 5500 filing for Colonial Memorial Chapel, Inc. 401(K) Profit Sharing Plan And Trust, reported by Colonial Memorial Chapel Inc. (EIN 16-1528274).
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