2023 Form 5500 filing — Snell-Zornig Funeral Homes, Inc. Esop

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 20241015103008NAL0028067025003) for Snell-Zornig Funeral Homes, Inc. Esop, reported by Snell-Zornig Funeral Homes, Inc. under EIN 42-1361015 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$764.3KReported net assets$764,334
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015103008NAL0028067025003
Plan sponsor
Snell-Zornig Funeral Homes, Inc.
EIN
42-1361015
Plan number
002
Location
Clinton, IA
Received date
not reported in the loaded dataset
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)$1.5M total assets
Net assets$764.3KLiabilities$708.6K
Money in vs. money out
Total income / additions-$2.8K
Total expenses$15.2K
Benefits paid / distributionsNot reported
Contributions
Employer$65.8K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,472,930
Total liabilities (EOY)
$708,596
Net assets (EOY)
$764,334
Employer contributions
$65,798
Total income / additions
-$2,841
Total expenses
$15,184
Net increase / (decrease)
-$18,025

Related Form 5500 pages