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FARLEY FUNERAL HOME, INC. — FARLEY FUNERAL HOME 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240903074658NAL0030534560001
FARLEY FUNERAL HOME, INC.
Form 5500-SF
FILING_RECEIVED
FARLEY FUNERAL HOME 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
FARLEY FUNERAL HOME, INC.
.
Find decision makers
Plan sponsor
Name
FARLEY FUNERAL HOME, INC.
EIN
04-2579127
Address
358 PARK STREET · STOUGHTON, MA · 02072
Phone
(781) 344-8494
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2024-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
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STURM FUNERAL HOMES, INC., INTEGRATED 401(K) PROFIT SHARING PLAN
$1.7M · 8 participants
HARLOW FUNEERAL HOMES, LLC
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ANTHEM HOLDINGS, INC.
ANTHEM HOLDINGS, INC. 401(K) PLAN
$1.7M · 283 participants
GILL BROTHERS FUNERAL CHAPELS, INC.
GILL BROTHERS FUNERAL CHAPELS, INC. EMPLOYEES' RETIREMENT PROFIT SHARING PLAN
$1.7M · 10 participants
DAWSON FUNERAL HOME, INC.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
DAWSON FUNERAL HOME, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$1.7M · 10 participants
ERWIN-DODSON-ALLEN FUNERAL HOME
ERWIN-DODSON-ALLEN FUNERAL HOME PROFIT SHARING PLAN
$1.7M · 12 participants
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