Wilbert Funeral Services, Inc. 401(K) Plan — Form 5500 plan (Wilbert 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, Wilbert Funeral Services, Inc. 401(K) Plan is a benefit plan reported by Wilbert Funeral Service, Inc. under EIN 36-4128481 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,349 participants and $48,792,956 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilbert Funeral Service, Inc.
- EIN
- 36-4128481
- Plan number
- 001
- Plan type
- 2
- Location
- Overland Park, KS
- Latest filing year
- 2023
- Participants
- 1,349
- End-of-year plan assets
- $48,792,956
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,349 | H, C | 20241015115938NAL0055940594001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,792,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,792,956
- Net assets (BOY)
- $39,896,602
Income & contributions
- Employer contributions
- $2,168,969
- Participant contributions
- $3,535,236
- Total contributions
- $5,741,916
- Total income / additions
- $13,392,833
Expenses & distributions
- Benefits paid
- $6,487,094
- Administrative expenses
- $134,210
- Total expenses
- $6,621,582
- Net increase / (decrease)
- $6,771,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner&Smit | INVESTMENT ADVISOR | $58,846 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $46,887 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $14,977 | not reported in the loaded dataset | 2023 |
| Marksnelson | ACCOUNTANT/AUDITOR | $13,500 | not reported in the loaded dataset | 2023 |
| Wealth Management Systems Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wilbert Funeral Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Overland Park, KS
- Merrill Lynch, Pierce, Fenner&Smit — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Marksnelson — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation