Washburn-Mcreavy Funeral Chapels, Inc. Profit Sharing /401(K) Plan — Form 5500 plan (Washburn-Mcreavy Funeral Chapels, 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, Washburn-Mcreavy Funeral Chapels, Inc. Profit Sharing /401(K) Plan is a benefit plan reported by Washburn-Mcreavy Funeral Chapels, Inc. under EIN 41-0783275 and plan number 002. The latest loaded filing year is 2023. The filing reports 134 participants and $21,159,402 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Washburn-Mcreavy Funeral Chapels, Inc.
EIN
41-0783275
Plan number
002
Plan type
2
Location
New Brighton, MN
Latest filing year
2023
Participants
134
End-of-year plan assets
$21,159,402

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20241014082143NAL0045299536001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,159,402
Total liabilities (EOY)
$80,068
Net assets (EOY)
$21,079,334
Net assets (BOY)
$18,169,098

Income & contributions

Employer contributions
$445,361
Participant contributions
$493,251
Total contributions
$938,612
Total income / additions
$4,116,377

Expenses & distributions

Benefits paid
$1,204,696
Administrative expenses
$1,445
Total expenses
$1,206,141
Net increase / (decrease)
$2,910,236

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$1,445$02023

Related Form 5500 pages