2023 Form 5500 filing — Wilbert Funeral Services, 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 20241015115938NAL0055940594001) for Wilbert Funeral Services, Inc. 401(K) Plan, reported by Wilbert Funeral Service, Inc. under EIN 36-4128481 and plan number 001. It reports 1,349 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115938NAL0055940594001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilbert Funeral Service, Inc.
- EIN
- 36-4128481
- Plan number
- 001
- Location
- Overland Park, KS
- Participants
- 1,349
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,792,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,792,956
- Employer contributions
- $2,168,969
- Participant contributions
- $3,535,236
- Total income / additions
- $13,392,833
- Benefits paid
- $6,487,094
- Administrative expenses
- $134,210
- Total expenses
- $6,621,582
- Net increase / (decrease)
- $6,771,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner&Smit | INVESTMENT ADVISOR | $58,846 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $46,887 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $14,977 | not reported in the loaded dataset |
| Marksnelson | ACCOUNTANT/AUDITOR | $13,500 | not reported in the loaded dataset |
| Wealth Management Systems Inc | NONE | $0 | $0 |