Rollings Funeral Service 401(K) Plan — Form 5500 plan (Rollings Funeral Service, Inc.)
Plain-English plan 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, Rollings Funeral Service 401(K) Plan is a benefit plan reported by Rollings Funeral Service, Inc. under EIN 03-0410732 and plan number 001. The latest loaded filing year is 2023. The filing reports 439 participants and $2,944,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rollings Funeral Service, Inc.
- EIN
- 03-0410732
- Plan number
- 001
- Plan type
- 2
- Location
- Tyrone, GA
- Latest filing year
- 2023
- Participants
- 439
- End-of-year plan assets
- $2,944,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 439 | H, C | 20240730161259NAL0013613539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,944,035
- Total liabilities (EOY)
- $484
- Net assets (EOY)
- $2,943,551
- Net assets (BOY)
- $1,220,374
Income & contributions
- Employer contributions
- $180,277
- Participant contributions
- $670,731
- Total contributions
- $1,566,739
- Total income / additions
- $1,917,969
Expenses & distributions
- Benefits paid
- $163,736
- Administrative expenses
- $31,056
- Total expenses
- $194,792
- Net increase / (decrease)
- $1,723,177
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $11,759 | $0 | 2023 |
| Transamerica Financial Life Ins | RECORD KEEPER | $9,891 | $0 | 2023 |
| Raymond James Financial Services | INVESTMENT ADVISORY PLAN | $9,406 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rollings Funeral Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Tyrone, GA
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Transamerica Financial Life Ins — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation