Stephenson-Nelson-Smith Fun Hm Spsp — Form 5500 plan (Stephenson Nelson Funeral Home Of Avon Park, 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, Stephenson-Nelson-Smith Fun Hm Spsp is a benefit plan reported by Stephenson Nelson Funeral Home Of Avon Park, Inc. under EIN 59-1059068 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $518,642 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stephenson Nelson Funeral Home Of Avon Park, Inc.
- EIN
- 59-1059068
- Plan number
- 001
- Plan type
- 2
- Location
- Sebring, FL
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $518,642
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240711103010NAL0009262451002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $518,642
- Net assets (EOY)
- $518,642
- Net assets (BOY)
- $516,098
Income & contributions
- Employer contributions
- $10,265
- Total income / additions
- $15,544
Expenses & distributions
- Benefits paid
- $13,000
- Total expenses
- $13,000
- Net increase / (decrease)
- $2,544
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.