2023 Form 5500 filing — Altmeyer Funeral Homes, 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 20241015095129NAL0055442002001) for Altmeyer Funeral Homes, Inc. 401(K) Plan, reported by Altmeyer Funeral Homes, Inc. under EIN 55-0597691 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095129NAL0055442002001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Altmeyer Funeral Homes, Inc.
- EIN
- 55-0597691
- Plan number
- 001
- Location
- Wheeling, WV
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,342,350
- Net assets (EOY)
- $10,342,350
- Employer contributions
- $391,419
- Participant contributions
- $854,456
- Total income / additions
- $2,530,409
- Benefits paid
- $1,221,648
- Administrative expenses
- $12,322
- Total expenses
- $1,243,638
- Net increase / (decrease)
- $1,286,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | INVESTMENT ADVISOR | $31,755 | $0 |
| Metro Benefits Inc. | CONTRACT ADMIN | $16,620 | $0 |
| Capital Group Retirement Plan Servi | RECORD KEEPER | $2,838 | $0 |