Original filing (PDF)20230222074824NAL0059651632001

Kenneth Pollard Funeral Home

Name: Kenneth Pollard Funeral Home — Form 5500 (2022)
Creator: Kenneth Pollard Funeral Home
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Kenneth Pollard Funeral Home filed a Form 5500 for plan year 2022.

Signals · 1

Late filing · 0.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Maureen Pollard signed Kenneth Pollard Funeral Home's 2022 Form 5500 as plan administrator.

Maureen Pollard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kenneth Pollard Funeral Home's EIN is 04-2522206.

EIN 04-2522206

Plan number 001

Plan year 2022

ACK ID 20230222074824NAL0059651632001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Kenneth Pollard Funeral Home from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Kenneth Pollard Funeral Home's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KENNETH POLLARD FUNERAL HOME.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 0.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

KENNETH POLLARD FUNERAL HOME

EIN

all filings

Address

233 LAWRENCE ST · METHUEN, MA · 018443849

Phone

(978) 687-7300

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-03-11

Filed

2023-02-22

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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