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PHANEUF & SONS FUNERAL HOME, INC. — PHANEUF FUNERAL HOMES & CREMATORIUM 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250623090237NAL0005818049001
PHANEUF & SONS FUNERAL HOME, INC.
Form 5500-SF
FILING_RECEIVED
PHANEUF FUNERAL HOMES & CREMATORIUM 401(K) PLAN
401(k) retirement plan
Active participants
31
Accounts w/ balance
24
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PHANEUF & SONS FUNERAL HOME, INC.
.
Find decision makers
Plan sponsor
Name
PHANEUF & SONS FUNERAL HOME, INC.
EIN
02-0263027
Address
243 HANOVER STREET · MANCHESTER, NH · 03104
Phone
(603) 625-5777
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-23
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2A · Age/service weighted or new comparability
2E · Profit-sharing
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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FRANK E. SMITH FUNERAL HOME, INC.
FRANK E. SMITH FUNERAL HOME, INC., INTEGRATED 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.8M · 12 participants
MACY AND SON INC.
MACY & SON, INC. 401(K)PROFIT SHARING PLAN
$2.8M · 21 participants
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