Tollefson Funeral Home, Inc. Esop — Form 5500 plan (Tollefson Funeral Home, 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, Tollefson Funeral Home, Inc. Esop is a benefit plan reported by Tollefson Funeral Home, Inc. under EIN 45-0383904 and plan number 003. The latest loaded filing year is 2023. The filing reports 5 participants and $1,222,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tollefson Funeral Home, Inc.
- EIN
- 45-0383904
- Plan number
- 003
- Plan type
- 2
- Location
- Grafton, ND
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $1,222,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20250411081044NAL0012533923001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,222,607
- Net assets (EOY)
- $1,222,607
- Net assets (BOY)
- $1,391,036
Income & contributions
- Total income / additions
- -$168,429
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$168,429
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.