2023 Form 5500 filing — Rose Neath Funeral Homes Retirement Savings 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 20241015145619NAL0050029296001) for Rose Neath Funeral Homes Retirement Savings Plan, reported by Kilpatrick Rose Neath Funeral Home, Crematorium And Cemeteries, Inc. under EIN 72-0303980 and plan number 002. It reports 106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4MReported net assets$3,962,561
Participants106
Provider compensation$53K3 Schedule C row(s)$53,025
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015145619NAL0050029296001
Plan sponsor
Kilpatrick Rose Neath Funeral Home, Crematorium And Cemeteries, Inc.
EIN
72-0303980
Plan number
002
Location
Shreveport, LA
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$713.1K
Total expenses$439.5K
Benefits paid / distributions$388.4K
Contributions
Employer$66.5K
Participant$181.8K
Full reported line items
Total assets (EOY)
$3,962,561
Total liabilities (EOY)
$0
Net assets (EOY)
$3,962,561
Employer contributions
$66,534
Participant contributions
$181,782
Total income / additions
$713,053
Benefits paid
$388,441
Administrative expenses
$51,014
Total expenses
$439,455
Net increase / (decrease)
$273,598
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $35K · Indirect $2K
  2. 2
    NONE · Direct $11.8K
  3. 3
    NONE · Direct $4.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015145619NAL0050029296001 cover?
It is the 2023 Form 5500 filing for Rose Neath Funeral Homes Retirement Savings Plan, reported by Kilpatrick Rose Neath Funeral Home, Crematorium And Cemeteries, Inc. (EIN 72-0303980).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages